Estate planning is a part of the overall area of personal financial planning. An understanding of estate planning will help you address these issues with your clients and provide additional services for your clients. This publication will provide a complete overview of the main topics of estate planning.
Some of the areas addressed in this publication include:
This publication is one of a series of personal financial planning learning opportunities available from the AICPA. This series is designed to provide a solid educational foundation in personal financial planning. The other products in the series are:
In addition to this series, there are a number of Personal Financial Specialist (PFS) credential exam preparation options available to help you pass the exam and obtain your CPA/PFS credential.
PFS Holders/PFP Section Members Save an Additional 20%!
When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. Should you have any questions or encounter any difficulties, please contact the AICPA Service Center at 888-777-7077 or firstname.lastname@example.org.