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Vol. 2 - The Adviser’s Guide to Financial & Estate Planning – 16th Ed

Oct 08, 2025 · 3.5 MB Download

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The 16th edition of Volume 2 includes 2025 annual updates on all limits and tax rates. You will find updated rules on QLACs and opportunities using QCDs and PTET planning, special rules for senior catch-up contributions, and use of general powers of appointment in tax planning by trust protectors. You’ll also find:

  • Annuities

  • Employee benefits (including a deep dive on SECURE 2.0

  • Transfers includible in estate at death

  • Wills

  • The marital deduction

  • Powers of appointment

  • … and much more!

Download the The Adviser’s Guide to Financial & Estate Planning: V2-16th Edition

File name: FEPG-Volume-2-16th edition.pdf

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Personal Financial Planning

Subtopics

Employee & Business Owner Planning
Estate Planning
Risk Management & Insurance Planning
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