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The expertise and strategy of the renowned Tools & Techniques print series available on demand, in a fully functional online format.
Always up-to-date estate planning information and strategies
Estate Planning Online comprehensive coverage of more than 50 tools and techniques with supporting overview of taxes affecting trusts/estates and countless estate planning aids with new data gathering forms.
Hone knowledge and skills for:
- Identifying estate planning, data gathering & analysis processes
- Defining ownership & transfer of property
- Discussing general taxation as it impacts estate planning
- Planning for non-U.S. persons & post mortem elections
- Assessing gifts with analysis of various trusts & giving to charities
- Reviewing the role of life insurance
- Intrafamily & other business transfer techniques
- Planning for incapacity & non-traditional relationships
Pricing is for single-seat, 12-Month Subscription.
See below for multi-seat pricing.
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Experience the value of Tools & Techniques Online
Take Your Knowledge Information-Base to a Whole New Level:
» High-Powered Search Engine: Query and search across an entire book or through the whole series with a single search effort.
» Always Up-to-Date Content: Updates to Online content are made as changes occur—no more waiting for the next book edition to access the most current information.
» Customizable Bundles: Pick one, two, or all ten Tools & Techniques titles—you decide what and how much information you access.
Search All Online Subscriptions at Once!
Tools & Techniques will link to your other National Underwriter tax & financial planning online subscriptions! Seek information to all National Underwriter Online services to which you subscribe including Tax Facts Online, Field Guide Online, Field Guide to Financial Planning Online, Tax Facts News Online, and/or ERISA Facts Online—all from a single start-page.
You have the power to build a truly cross-functional business information tool that fits your precise needs.
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Custom Bundles? Multiple Seats? Call us!
Savings are available for multi-title custom bundles- Call Customer Service to build your bundle and pricing!
Save on Multi-seat subscriptions- Call Customer Service for pricing!
Customer Service: 800-543-0874
M-Th: 8:00am to 6:00pm EST, F: 8:00am to 4:00pm |