The Lawyer's Guide to Financial Planning

The Lawyer's Guide to Financial Planning
Author: Cynthia Sharp
Publisher: American Bar Association
Total Pages: 0
Release: 2014
Genre: Lawyers
ISBN: 9781627225595

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:
Total Pages: 96
Release: 2006
Genre: Business & Economics
ISBN: 9781596225411

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!

Wealth Management

Wealth Management
Author: S. Timothy Kochis
Publisher: CCH
Total Pages: 400
Release: 2006-10
Genre: Business & Economics
ISBN: 9780808089490

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
Total Pages: 188
Release: 2022-05-02
Genre: Law
ISBN: 9781641056915

"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:
Total Pages: 542
Release: 2008
Genre: Estate (Law)
ISBN: 9780409325416

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
Total Pages: 282
Release: 2017-11-14
Genre: Business & Economics
ISBN: 1613083750

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!

Attorney and Law Firm Guide to the Business of Law

Attorney and Law Firm Guide to the Business of Law
Author: Edward Poll
Publisher: American Bar Association
Total Pages: 656
Release: 2002
Genre: Business & Economics
ISBN:

Shows lawyers how to manage their practices in a more business-like manner. It explains how to determine both personal and law firm goals.

Petriarch

Petriarch
Author: Rachel Hirschfeld
Publisher: American Institute of Certified Public Accountants (AICPA)
Total Pages: 194
Release: 2010
Genre: Pet owners
ISBN: 9780870518706

"AICPA Personal Financial Planning Section."

Estate Planning for Blended Families

Estate Planning for Blended Families
Author: Richard E. Barnes
Publisher: NOLO
Total Pages: 346
Release: 2009
Genre: Business & Economics
ISBN: 9781413310184

Targeting parents in second marriages who want to provide for their current spouse and their children from both marriages, the author provides sample estate plans and covers such topics as estate and gift taxes in a second marriage, choosing executors and trustees, the latest federal and state laws, and much more. 15,000 first printing. Original.

The Lawyer's Guide to Succession Planning

The Lawyer's Guide to Succession Planning
Author: John W. Olmstead
Publisher:
Total Pages: 0
Release: 2016
Genre: Law
ISBN: 9781634253505

This book provides guidance on succession and transition processes, approaches, and step by step action plans for solo practitioners, sole owners and members of larger law firms.