Title: Personal financial planning
Description: A brief description of the Case Method is followed by 14 cases, each giving a family scenario and accompanying documents (wills, trusts, investment statements, etc.) focused on six major areas of personal financial planning: fundamentals, insurance planning, investments, income tax, retirement, and estate planning.  Further example documents comprise an extensive appendix.
Subjects: Retirement, Financial planners, Handbooks, manuals, Financial statements, Personal Finance, Planning, Estate planning, Trusts and trustees, Case studies, Literary collections
Places: United States