Don’t Let Client’s Overlook These Key Estate Planning Issues Reviewed by Momizat on . Making decisions when faced with a difficult situation is not an effective estate planning strategy.  Encourage clients to plan before a stressful life change o Making decisions when faced with a difficult situation is not an effective estate planning strategy.  Encourage clients to plan before a stressful life change o Rating: 0
You Are Here: Home » Estate Planning » Don’t Let Client’s Overlook These Key Estate Planning Issues

Don’t Let Client’s Overlook These Key Estate Planning Issues

Estate planning word cloudMaking decisions when faced with a difficult situation is not an effective estate planning strategy.  Encourage clients to plan before a stressful life change occurs.  It is important to help them set up health care proxies, consider nominating guardians or conservators, and revise estate plans when they make changes to their wills or trust.  Patricia M. Annino, from Estate Planning practice at Prince Lobel Tye LLP, provides some excellent points to help get a proper estate plan in place.

To find out more on this Journal of Accountancy article, click: Don’t Let Client’s Overlook These Key Estate Planning Issues.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

Number of Entries : 2537

©2024 NACVA and the Consultants' Training Institute • Toll-Free (800) 677-2009 • 1218 East 7800 South, Suite 301, Sandy, UT 84094 USA

event themes - theme rewards

Scroll to top
G-MZGY5C5SX1
lw