Guide to Financial and Estate Planning - Vol 4 - 10th Ed. - excerpt
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Guide to Financial and Estate Planning - Vol 4 - 10th Ed. - excerpt

1 year ago · 792.2 KB Download

The CPA financial planner has a new challenge: under current law, most client estates will not be subject to the federal estate tax when death occurs due to increased exemption amounts. How can you plan and convince your clients that planning is still important and necessary? This free excerpt discusses today’s reality in financial and estate planning. Items discussed in more detail include:

  • Portability

  • What to do with life insurance and retirement plan benefits

  • Planning for estates of moderate wealth

Download the CPA's Guide to Financial and Estate Planning – Volume 4 excerpt

File name: fepg-volume-4-excerpt.pdf

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