How to talk to your clients about estate planning | PFP learning library podcast
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How to talk to your clients about estate planning | PFP learning library podcast

1 year ago · 11 min listen

It’s Estate Planning Awareness Week! And even though the Tax Cuts and Jobs Act doesn’t feel new, its effects are still being felt in many areas of your clients’ financial lives, including their estates. Clients may not know the impact of new and proposed rules on their estates, so now is the perfect time to talk with them about their plans. In this podcast, Lisa Featherngill, CPA/PFS will teach you:

  • How to connect the dots with your clients’ taxes, financial goals and estate plans

  • How to broach the subject with your clients, including qualitative and quantities aspects to consider

  • What to look for in your clients’ estate plans to make sure they are aligned with their wishes and integrated with their financial plans

  • Actionable steps you can take now to get the conversation and planning process started with your clients

Access the related resources from this podcast:

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

Don’t miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

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