How and Why to Offer Estate Planning

A woman hugs another woman, who is cryingBONUS: Sample asset distribution worksheet.

By Ed Mendlowitz
The CPA Trendlines Practice Doctor

Estate planning is a vital service for many clients who do not have a will or a current will, or who have a will but did not consider major estate planning techniques.

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We have found that many clients with wills had them hurriedly prepared just before a trip or vacation and had very little planning guidance.