5 factors clients should consider in estate planning

10/28/2013 | Financial-Planning.com

Advisers should counsel clients on issues they may not have considered when deciding on an estate plan. This article suggests five factors clients should think about when designing a plan: the appropriate amount to leave children, the age of heirs, the heirs' ability to handle finances, equality of distribution and choosing an executor or trustee. Find resources on estate planning on AICPA.org.

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