Publisher's Note For those financial planners who need to effectively manage the estate planning challenge for their clients, best-selling author Paul J. Lochray provides the updated information necessary for the formation and monitoring of an estate plan.
Industry Reviews For financial planners who need to effectively manage estate planning for their clients, Lochray provides the updated information necessary for the formation and monitoring of an estate plan. Includes federal unified transfer tax rates and tables, and a glossary of terms. Annotation copyright Book News, Inc. Portland, Or. Reference & Research Book News