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Technical

Advising Clients on When and How to Update Estate Planning Documents Logo aicpa

  Susan Bruno |   Free for PFP Section Members |   AICPA |   23 Jun 2015 |   AICPA.org

This podcast identifies the most important estate planning documents beyond the most obvious document, the will.

Topics covered:
  • Personal financial planning: Technical: Estate planning: Process, taxation & strategies, Foundational

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