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Technical

Don’t let clients overlook these key estate planning issues

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Patricia M. Annino, J.D. | Free | AICPA | 12 Oct 2015 | Journal of Accountancy

Estate planning
Foundational
Article

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It may be helpful for you to bring up certain key issues with clients who are on the fence about estate planning, so that they can visualize the consequences of not having an up-to-date plan. This article will help you present the issues to your clients.

Topics covered:

Personal financial planning: Technical: Estate planning, Foundational
Personal financial planning: Technical: Estate planning: Incapacity & postmortem estate planning, Foundational

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Technical

Don’t let clients overlook these key estate planning issues

Comments/Reflections

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