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The lawyer's guide to financial planning / Cynthia Sharp.

By: Material type: TextTextLanguage: eng Publisher: Chicago, IL : American Bar Association, Solo, Small Firm and General Practice Division, [2014]Description: xviii, 223 pages ; 23 cmContent type:
  • text
Media type:
  • unmediated
Carrier type:
  • volume
ISBN:
  • 9781627225595 (alk. paper)
  • 1627225595
Subject(s): DDC classification:
  • 332.0240088/34 23
LOC classification:
  • HG 179 S531l 2014
Contents:
Part one. Accumulation and growth strategies -- The six-step approach to financial planning -- Investment perspectives -- Whether to consult a financial advisor or do it yourself -- Real estate ownership -- Part two. Concrete strategies to prepare for three life stages -- Funding education -- Retirement planning -- The long-term care dilemma -- Part three. Asset conservation strategies -- Protection against outside disaster and self-imposed losses -- Preserve wealth by reducing income tax liability -- Part four. Distribution strategies -- Critical documents, planning techniques, and pitfalls to avoid -- Specific considerations -- Part five. The way forward -- Appendix A. Improving your firm's bottom line -- Appendix B. Relationships and finances -- Appendix C. Developing budgetary discipline.
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Holdings
Item type Current library Home library Collection Shelving location Call number Copy number Status Date due Barcode
Libro Libro Biblioteca Juan Bosch Biblioteca Juan Bosch Ciencias Sociales Ciencias Sociales (3er. Piso) HG 179 S531l 2014 (Browse shelf(Opens below)) 1 Available 00000143097

Includes bibliographical references and index.

Part one. Accumulation and growth strategies --
The six-step approach to financial planning --
Investment perspectives --
Whether to consult a financial advisor or do it yourself --
Real estate ownership --
Part two. Concrete strategies to prepare for three life stages --
Funding education --
Retirement planning --
The long-term care dilemma --
Part three. Asset conservation strategies --
Protection against outside disaster and self-imposed losses --
Preserve wealth by reducing income tax liability --
Part four. Distribution strategies --
Critical documents, planning techniques, and pitfalls to avoid --
Specific considerations --
Part five. The way forward --
Appendix A. Improving your firm's bottom line --
Appendix B. Relationships and finances --
Appendix C. Developing budgetary discipline.

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