Estate Finance
solutions manual
Michael A. Dalton
Thomas P. Langdon
ME-Estates 5th INT 1P.indd 4
1/21/09 11:00:52 AM
1000 Riverbend Blvd.
Suite A
St. Rose, LA 70087
888-295-6023
Copyright© 2009 by ME. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopy, recording, or any other information storage and retrieval system, without prior permission in writing from the publisher. Requests for permission to make copies of any part of the work should be mailed to:
Permissions Department, ME, 1000 Riverbend Blvd., Suite A, St. Rose, LA 70087.
This publication is designed to provide accurate and authoritative information in regard to the subject matter covered.
It is sold with the understanding that the publisher, authors and contributors are not engaged in rendering legal, accounting, tax, financial planning, or other professional services. If legal advice, tax advice, or other professional assistance is required, the services of a competent professional should be sought.
CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by
Certified Financial Planner Board of Standards Inc. These marks are awarded to individuals who successfully complete
CFP Board’s initial and ongoing certification requirements.
Printed in the U.S.A.
ISBN-10: 0-9801299-5-8
ISBN-13: 978-0-9801299-5-3
Custom Edition for The College for Financial Planning ISBN-10: 0-9801299-4-x
Custom Edition for The College for Financial Planning ISBN-13: 978-0-9801299-4-6
Library of Congress Card Number: 2009921181
ABOUT THE AUTHORS
Michael A. Dalton, Ph.D., JD, CFP®
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Principal of Cobalt Financial Solutions, L.L.C.
Former Chair of the Board of Dalton Publications, L.L.C.
Associate professor of Accounting and Taxation at Loyola University in New Orleans, Louisiana.
Adjunct faculty in
Michael A. Dalton
Thomas P. Langdon
ME-Estates 5th INT 1P.indd 4
1/21/09 11:00:52 AM
1000 Riverbend Blvd.
Suite A
St. Rose, LA 70087
888-295-6023
Copyright© 2009 by ME. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopy, recording, or any other information storage and retrieval system, without prior permission in writing from the publisher. Requests for permission to make copies of any part of the work should be mailed to:
Permissions Department, ME, 1000 Riverbend Blvd., Suite A, St. Rose, LA 70087.
This publication is designed to provide accurate and authoritative information in regard to the subject matter covered.
It is sold with the understanding that the publisher, authors and contributors are not engaged in rendering legal, accounting, tax, financial planning, or other professional services. If legal advice, tax advice, or other professional assistance is required, the services of a competent professional should be sought.
CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by
Certified Financial Planner Board of Standards Inc. These marks are awarded to individuals who successfully complete
CFP Board’s initial and ongoing certification requirements.
Printed in the U.S.A.
ISBN-10: 0-9801299-5-8
ISBN-13: 978-0-9801299-5-3
Custom Edition for The College for Financial Planning ISBN-10: 0-9801299-4-x
Custom Edition for The College for Financial Planning ISBN-13: 978-0-9801299-4-6
Library of Congress Card Number: 2009921181
ABOUT THE AUTHORS
Michael A. Dalton, Ph.D., JD, CFP®
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Principal of Cobalt Financial Solutions, L.L.C.
Former Chair of the Board of Dalton Publications, L.L.C.
Associate professor of Accounting and Taxation at Loyola University in New Orleans, Louisiana.
Adjunct faculty in