News

Here are the things you need in an estate plan, including one element that can provide more flexibility and help settle your estate more quickly. 7-step checklist for estate planning ...
Estate planning means preparing for the inevitabilities of life. People get sick or hurt, and you need a plan in place to determine what kind of medical care you'll receive if this happens to you.
Estate-planning checklist As your clients get older, end-of-life issues become more real to them. A pre-retirement review presents the opportunity to revisit their estate plans and go over some key ...
The American Institute of CPAs has introduced a free checklist that accountants can download, personalize and use to update clients on how the recent tax cut extension legislation may affect their ...
Estate planning, however, ensures if anything happens to you, your family is protected. Having basic documents in place may be able to help you minimize or avoid probate entirely for your family.
Just one aspect of estate planning can hold a wide range of complexities and scenarios to account for. Using a checklist like this helps ensure that we uncover and address all of them, and helps ...
7-step checklist for estate planning Here are seven items you’ll want to carefully consider as you’re making your estate plan.