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Practice Area: Treatises, Estate Planning  Brand: WG&L

Personal Financial Planning Handbook: with Forms & Checklists  
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This one-source practice tool provides expert guidance on all areas of personal financial planning along with practice-proven forms and checklists.

With Personal Financial Planning Handbook: with Forms & Checklists, Second Edition, practitioners can efficiently customize strategies for their clients.
Chapter 1: Personal Financial Planning Environment
Chapter 2: Planning and Recordkeeping
Chapter 3: Personal Financial Statements
Chapter 4: Insurance Planning
Chapter 5: Credit Management
Chapter 6: Capital Accumulation
Chapter 7: Equity Investments
Chapter 8: Interest-Earning Investments
Chapter 9: Real Estate Investments
Chapter 10: Tax Planning
Chapter 11: Retirement Planning
Chapter 12: Estate Planning
Chapter 13: Special Client Circumstances
Chapter 14: Practice Management and Development
Chapter: Appendixes


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