Cannon Financial Institute

Principles of Estate Planning, 2nd Edition

Principles of Estate Planning, 2nd Edition


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This publication covers all aspects of estate planning, from basic principles of property transfers to complex financial techniques that can be used to deal with a wide variety of client circumstances. Students will gain an understanding of the concepts that are critical for achieving important professional designations as well building a successful practice with real-world examples of common estate planning problems.


  • Introduction to Estate Planning
  • Property Types
  • Types of Trusts
  • Tax Planning
  • Planning for Incapacity
  • Insurance Planning
  • Retirement Planning
  • Business Succession Planning

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