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Technical

Post-Mortem Planning: Helping Clients Make Decisions About Their Money

Robert S. Keebler, CPA/PFS, CGMA | Free | AICPA | 26 Oct 2015 | AICPA Insights

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This article talks about how to have the hard post mortem planning discussion and factors to include.

Topics covered:

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

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