National Underwriter Publishes New Principles of Estate Planning Textbook

Aug 21, 2012, 09:00 ET from Summit Business Media

NEW YORK, Aug. 21, 2012 /PRNewswire/ -- The National Underwriter Company has just published Principles of Estate Planning.

Written by Carolynn Tomin, CFP®, and Colleen Carcone, J.D., CFP®, Principles of Estate Planning is specifically designed for students enrolled in financial planning programs and for financial planning practitioners who want to provide greater value for their clients by offering more comprehensive services.

"Throughout our many years of experience in teaching estate planning, we recognized the need for a textbook that would assist students in learning the complex principles and techniques of estate planning. We observed that students were easily confused by certain legal terms and tax concepts and that they struggled to understand some of the more advanced estate planning strategies they were expected to know," said author Carolynn Tomin, Program Director at Boston University's Program for Financial Planning.

"This textbook is, in essence, a financial planner's guide to estate planning," Tomin continued. "The most important aspect of this book is that it addresses all of the CFP® Certification Examination Principle Topics and subtopics related to estate planning at the highest academic level."

"Our objective is not only to explain the topics in great detail but to emphasize their practical application in financial planning situations and in the context of a comprehensive financial plan," continued Colleen Carcone. "Each topic is broken down into smaller components and illustrated with client situations to reinforce the concepts and facilitate the student's learning experience."

Other student-friendly features of Principles of Estate Planning include:

  • Content systematically organized into subtopics to help simplify the understanding and retention of complex material
  • "Chapter Contents" that outline the topics addressed in each chapter
  • "Learning Objectives"  in each chapter that provide topic focus
  • "Client Situations" that present practice scenarios and illustrate the practical application of key concepts in client situations
  • "Practitioner Tips"  that provide practical advice and guidance
  • "Practice Standards" that highlight the related steps in the financial planning process from CFP Board's "Standards of Professional Conduct"
  • Chapter summaries, key terms, and review questions that aid recall, retention, and review of the topics

Principles of Estate Planning is also available as an eBook, which enables instant downloading, meaning access in minutes, plus hyperlinking and tools to give the reader faster and easier access to information, and compatibility with multiple devices.

"We are delighted to be publishing Principles of Estate Planning, both because of the stature of the authors and because of the dynamic fit with "life cycle learning": we are well-known for the material available to professionals in insurance, financial planning and tax planning," said Rick Kravitz, VP and Managing Director, Professional Publishing Division. "These professionals are life-long learners and so our student base includes traditional undergraduate and graduate students, as well as practicing professionals in law, tax, and finance who continue their education to offer better services to their clients."

Review copies/desk copies are available for faculty considering Principles of Estate Planning for course use by visiting, or by contacting Jay Caslow, Academic Sales, at or 1-800-543-0874, x2207.

About The National Underwriter Company
For over 110 years, The National Underwriter Company has been the first in line with the targeted tax, insurance, and financial planning information you need to make critical business decisions.  With respected resources available in print, online, and in eBook format, National Underwriter remains at the forefront of the evolving insurance industry, delivering the thorough and easy-to-use resources you rely on for success.  National Underwriter is a Summit Business Media company.

About Summit Business Media
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