The Lawyer's Guide to Financial Planning

The Lawyer's Guide to Financial Planning

Author: Cynthia Sharp

Publisher: American Bar Association

Published: 2014

Total Pages: 0

ISBN-13: 9781627225595

DOWNLOAD EBOOK

This book is an essential resource for any lawyer committed to building and maintaining a strong and secure financial future. It outlines "need to know" information in clear and concise terms, and presents an actionable plan that leads to financial success.


Real Life Financial Planning for Young Lawyers

Real Life Financial Planning for Young Lawyers

Author: Thomas A. Haunty

Publisher:

Published: 2006

Total Pages: 96

ISBN-13: 9781596225411

DOWNLOAD EBOOK

Real Life Financial Planning for Young Lawyers should be required reading for every young lawyer. Practicing law today brings many challenges that prevent lawyers from adequately addressing their own finances. This book will give you a blueprint to help you get your ?financial house? in order. Practical steps are presented on how to build a solid long-term financial plan that addresses every level of your finances from budgeting and insuring to investing and taxes. You will be motivated and encouraged on how to meet your financial goals by making your money work as hard as you do. This is the financial information you wish they taught in law school. There is an amazing amount of practical advice packed into this book based on the wisdom gained from over 17,000 individual meetings that the authors have had with their clients.....people just like you. You will learn how to: ? organize your financial affairs to meet YOUR needs; ? prioritize decisions so that you know WHAT to do WHEN; ? maximize financial security with CORRECT insurance and asset protection strategies; ? get CONTROL of your financial life; ? begin a path toward FINANCIAL INDEPENDENCE; ...and much, much MORE!


The Lawyer's Guide to Family Business Succession Planning

The Lawyer's Guide to Family Business Succession Planning

Author: Gregory Monday

Publisher: American Bar Association

Published: 2022-05-02

Total Pages: 188

ISBN-13: 9781641056915

DOWNLOAD EBOOK

"This book provides lawyers with step-by-step guidance on how to lead family business owners through the succession planning process to produce a result that is tailored to the unique circumstances and objectives of the owners and their successors."--Back cover.


Estate Planning

Estate Planning

Author: Michael John Perkins

Publisher:

Published: 2008

Total Pages: 542

ISBN-13: 9780409325416

DOWNLOAD EBOOK

Trusts and estates practice is being increasingly recognised as an occupation within the legal, accounting, tax and financial services professions. Estate planning remains the strategic advisory component within this practice. An essential resource for practitioners and students involved in trusts and estates practice, this easy-to-use, practical and comprehensive guide will enable you to understand and deliver effective estate planning services using the principles, precedents, practice points, case notes and discussion questions contained in this book. Included in this edition are the legislative changes enacted since the first edition, such as changes to wills and estate law arising from the commencement of the Succession Act 2006 (NSW) on 1 March 2008 as well as changes to income tax and superannuation laws since 2005.


The Business Owner's Guide to Financial Freedom

The Business Owner's Guide to Financial Freedom

Author: Mark J. Kohler

Publisher: Entrepreneur Press

Published: 2017-11-14

Total Pages: 282

ISBN-13: 1613083750

DOWNLOAD EBOOK

TAKE CONTROL OF YOUR FINANCIAL FUTURETailored for small business owners and entrepreneur like yourself who are looking for long-term financial planning and wealth management, The Business Owner's Guide to Financial Freedom reveals the secrets behind successfully investing in your business while bypassing Wall Street-influenced financial planners. Attorney and CPA Mark J. Kohler and expert financial planner Randall A. Luebke deliver a guide catered to your entrepreneurial journey as they teach you how to create assets that provide income so work is no longer a requirement, identify money and tax-saving strategies, and address business succession plans to help you transition into the investment phase of business ownership. Learn how to: Pinpoint the dollar value of your business with a step-by-step formula Eliminate and avoid bad debt while leveraging your good debt Uncover investment strategies Wall Street won't tell you Achieve long-term goals with the 4x4 Financial Independence Plan Find an advisor willing to look out for your best interests Super-charge your 401(k) and leverage your insurance to get rich Create the best exit strategy for you, your business, and your family Avoid the most common mistakes in real estate investment Protect your hard-earned assets from security threats ready to strike You can't predict the future, but you can plan for it. So if you're ready to stop treating your business like your only asset and want to start making it your most valuable legacy, this book is for you!


A Lawyer's Guide to Working with Special Needs Clients

A Lawyer's Guide to Working with Special Needs Clients

Author: Richard A. Courtney

Publisher: American Bar Association

Published: 2019

Total Pages: 0

ISBN-13: 9781641054683

DOWNLOAD EBOOK

Persons with disabilities and their family members and caregivers face numerous challenges every day. But beyond those day-to-day issues, they often need assistance navigating bureaucracies and in developing plans for long-term care and financial security. This book, written by a special needs attorney, supplies essential information and valuable guidance to the issues involved in representing these clients. The book begins with advice on understanding and representing special needs clients and their families, including key questions to ask to tailor an appropriate plan. Subsequent chapters address other aspects of representing special needs clients, including: - Public benefits, including SSI, Medicare, and Medicaid- Special needs education issues- Special needs trusts- Financial issues- Ethical and practice risks- How to build a special needs legal practice


Petriarch

Petriarch

Author: Rachel Hirschfeld

Publisher: American Institute of Certified Public Accountants (AICPA)

Published: 2010

Total Pages: 194

ISBN-13: 9780870518706

DOWNLOAD EBOOK

"AICPA Personal Financial Planning Section."


The Mom's Guide to Wills & Estate Planning

The Mom's Guide to Wills & Estate Planning

Author: Liza Hanks

Publisher: NOLO

Published: 2009

Total Pages: 242

ISBN-13: 9781413310719

DOWNLOAD EBOOK

Presents a comprehensive guide on understanding and preparing wills and trusts for parents of young children, describing the process of selecting a guardian, buying life insurance, designating powers of attorney, and choosing beneficiaries.