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Estate, Tax and Personal Financial Planning

Product details:

Brand: Clark Boardman Callaghan
Copyright: 1997-2023
Service #: 13513459
Sub #: 13513458
Publication Frequency: Updated biannually
Update format: Replacement pages

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Estate, Tax and Personal Financial Planning


Periodically released


Subscription service billed annually

A multi-volume set that covers the laws of wills, trusts, and the various taxes that affect lifetime and testamentary transfers. Also covers the income of estates and trusts, along with other areas that will impact your creation of a comprehensive estate plan.

It takes into consideration laws involving securities, corporations, partnerships, proprietorships, real estate, patents, personal property, oil and gas, as well as laws affecting disability and marital rights. Virtually every chapter contains sample forms and practice aids to assist you in knowing what the law is and how to apply it.


  • Monthly summaries of recent tax developments
  • Discussion is organized into four main categories making it easy to quickly reference the information you need