A new downloadable e-book aims to help CPAs, business owners, personal financial planners, and insurance consultants assess and modify their estate and financial planning to adjust to a volatile market.
Estate and Related Planning During Economic Turmoil, by Martin Shenkman, CPA, MBA, PFS, DJ, is a downloadable e-book in PDF format covering topics such as estate, trust, charitable, closely held business, financial and matrimonial planning. The book includes firm planning management checklists to help professional advisors address the various considerations in estate planning client engagements.
The guide also comes with a sample estate-planning PowerPoint presentation that offers a way to show clients how to re-evaluate their assets in a fluctuating market.
The book can be ordered from the AICPAs e-commerce site,
