Use Volume 3 as a reference guide to facilitate planning for your clients in the following areas:
Planning for the partner
Planning for the sole proprietor
Planning for the farmer and rancher
Impact of estate freeze rules on intrafamily transfers
Planning for marriage, divorce, or separation
Planning for same-sex or unmarried couples
Planning for the elderly or disabled
Planning for generation skipping transfers
Planning for a personal residence
Medical care by proxy
College and other education planning
Investment and financial