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Michael A. Dalton
A brief description of the Case Method is followed by 14 cases, each giving a family scenario and accompanying documents (wills, trusts, investment statements, etc.) focused on six major areas of personal financial planning: fundamentals, insurance planning, investments, income tax, retirement, and estate planning. Further example documents comprise an extensive appendix.
| Edition | 6th ed. |
|---|---|
| Publisher | Kaplan Schweser |
| Pages | 290 |
| Search language | english |
| ISBN_10 | 1-427-78003-X primary |
| ISBN_13 | 978-1-427-78003-4 primary |
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