Use Volume 1 as a reference guide to facilitate planning for clients in the following areas:
- The art of financial planning 
- Estate and client analysis 
- The co-ownership of property 
- Lifetime gifts to individuals 
- Charitable giving 
- The use of trusts 
- Life insurance 
The 16th edition includes annual updates as well as checklists, planning pointers, and questionnaires to simplify the planning process. It also references changes under the new H.R. 1 (OBBBA) tax bill. Rest assured that you are guiding clients with