The Lawyer's Guide to Financial Planning PDF Download

Author: Cynthia Sharp
Publisher:
ISBN: 9781627225601
Category : Lawyers
Languages : en
Pages :

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Author: Cynthia Sharp
Publisher: American Bar Association
ISBN: 9781627225595
Category : Lawyers
Languages : en
Pages : 0

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Book Description
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.

Author: Thomas A. Haunty
Publisher:
ISBN: 9781596225411
Category : Business & Economics
Languages : en
Pages : 96

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Book Description
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!

Author: Stuart D. Zimring
Publisher:
ISBN: 9780820550688
Category : Estate planning
Languages : en
Pages : 0

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Author: L. Rush Hunt
Publisher: American Bar Association
ISBN: 9781590313664
Category : Business & Economics
Languages : en
Pages : 242

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This book provides an introduction to the basics of estate planning and will make this area of the law more accessible to the nonspecialist.

Author: Gregory Monday
Publisher: American Bar Association
ISBN: 9781641056915
Category : Law
Languages : en
Pages : 188

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"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.

Author: Jay A. Soled
Publisher: American Bar Association
ISBN: 9781590310946
Category : Business & Economics
Languages : en
Pages : 348

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Book Description
This comprehensive book is a guide to help circumnavigate the estate-planning world and specific changes EGTRRA has brought and will sensitize lawyers to the estate planning needs of their clients in a legal environment that is in transition. To assist in the navigation process, many of the nation's top estate-planning experts and practitioners have been assembled to participate in the production of this book

Author: Jonathan G. Blattmachr
Publisher: Regnery Publishing
ISBN: 9780895262547
Category : Business & Economics
Languages : en
Pages : 764

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The Complete Guide to Wealth Preservation and Estate Planning is written for everyone from families to financial planners, lawyers, accountants, insurance underwriters, security and investment advisors and business owners.

Author: Mark J. Kohler
Publisher: Entrepreneur Press
ISBN: 1613083750
Category : Business & Economics
Languages : en
Pages : 209

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Book Description
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!

Author: N. Brian Caverly
Publisher: John Wiley & Sons
ISBN: 1118053958
Category : Business & Economics
Languages : en
Pages : 384

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Book Description
If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.