The lawyer's guide to financial planning
By: Cynthia Sharp
Publisher: American Bar Association
Published: 2014
Language: eng
Number of pages: 223
ISBN-13: 9781627225595
Subjects: Personal Finance; Lawyers
Notes: Includes bibliographical references and index.
Table of contents: title: Part one. Accumulation and growth strategies; title: The six-step approach to financial planning; title: Investment perspectives; title: Whether to consult a financial advisor or do it yourself; title: Real estate ownership; title: Part two. Concrete strategies to prepare for three life stages; title: Funding education; title: Retirement planning; title: The long-term care dilemma; title: Part three. Asset conservation strategies; title: Protection against outside disaster and self-imposed losses; title: Preserve wealth by reducing income tax liability; title: Part four. Distribution strategies; title: Critical documents, planning techniques, and pitfalls to avoid; title: Specific considerations; title: Part five. The way forward; title: Appendix A. Improving your firm's bottom line; title: Appendix B. Relationships and finances; title: Appendix C. Developing budgetary discipline.