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Tools & Techniques of Estate Planning, 18th Edition

by Stephan R. Leimberg; L. Paul Hood, Jr.; Jay Katz; Edwin P. Morrow; and Martin M. Shenkman The National Underwriter Company (July 10, 2017)

In the course of a single year, estate planning has been directly affected by numerous, significant revisions to the law. When the rules change as much they have recently, every estate planner must stay completely...


Advisor's Guide to Annuities, 5th Edition

by John L. Olsen, Clu®, ChFC®, Aep® and Michael E. Kitces, Msfs, Mtax, Cfp®, Clu® The National Underwriter Company (May 27, 2017)

Written in plain English, the latest updated, revised, and expanded edition of The Advisor’s Guide to Annuities covers both the technical details of how various types of annuities operate, as well as the broader...


Tools & Techniques of Investment Planning, 4th Edition

by Stephan R. Leimberg, Thomas R. Robinson, and Robert R. Johnson The National Underwriter Company (June 22, 2017)

The Tools & Techniques of Investment Planning, 4th Edition helps practitioners demystify the process of investing by providing practical insights into the strengths and weaknesses of different investment approaches...


The Investment Advisor’s Compliance Guide, 2nd Edition

by Les Abromovitz, J.D. The National Underwriter Company (February 17, 2017)

Given the current activities of SEC and state securities regulators, as well as the changing business and communication landscapes, investment advisors today must keep current with developments affecting compliance...


The Tools & Techniques of Trust Planning

by Stephan R. Leimberg The National Underwriter Company (January 03, 2017)

In contrast to academic trust publications that focus on the ramifications of various trust terms and deep case law analysis, this new resource provides a refreshing alternative in the form of a succinctly written...