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Ask the Right Questions

Proper estate planning for your clients starts with you


Estate planning is sometimes a very difficult discussion with clients. instinctively, many people do not relish talking about their own demise, and Cpas equally dislike talking about anything that the client doesn't want to talk about. But for this topic, I feel that it is a part of the Cpa's core fiduciary responsibility to alert the client of what could or should be done regarding their estate plan to accomplish what they'd like to accomplish for the eventuality of their death.

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