This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

Technical

A Guide to Financial Decisions: Implementing an End-of-Life Plan Logo aicpa

  Free |   AICPA |   2013 |   AICPA.org

The material contained in this document is designed to introduce some fundamental topics related to managing the period leading up to the end of life. Because families often struggle with financial matters during an extended illness, it is important to plan beforehand. Doing so ensures family members can address issues quickly and efficiently.

Topics covered:
  • Personal financial planning: Technical: Elder & special needs planning: Personal finance decisions, Foundational
  • Personal financial planning: Technical: Elder & special needs planning: Non-financial considerations, Foundational

Comments/Reflections