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Baker College
Research Guides

FIN 4010: Personal Financial Planning

Resources

Articles

Estate planning update: From a basic planning framework to advanced planning guidance
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Gray tsunami: Advice for planning with elderly clients
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Help clients avoid 10 common estate planning mistakes
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E-Books

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& E-Books

For additional e-books and books, please search the Book Catalog. If you are off-campus, use your library number to access the online resources.

Trusts

Different types of trusts

Using a Trust as a Financial Planning Tool

Common Types of Trusts

8 reasons to have a trust

Last Updated: Jun 14, 2022 3:36 PM
URL: https://guides.baker.edu/fin4010
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Subjects: General Business