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The elder planning documents your clients must have Logo aicpa

  Maria L. Murphy, CPA |   Free |   AICPA |   25 Jul 2016 |   CPA Insider

It’s vital that your clients have certain documents in place to protect themselves and their assets in the event of their physical or mental incapacity. This article discusses the most crucial elder planning documents for your clients to have.

Topics covered:
  • Personal financial planning: Technical: Elder & special needs planning, Foundational