9/9/2013

All of the careful planning and drafting of trust and estate documents can come to naught if family members can't find the documents, according to this article. Advisers should be prepared to help clients deal with the practical aspects of what will happen when they die. The article recommends making a checklist with information such as contact numbers for advisers as well as a summary of assets and documents and their locations, and providing for digital estate planning. The CPA's Guide to Financial and Estate Planning offers more in-depth guidance as you plan for your clients.

Full Story:
Financial Advisor

Related Summaries