This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.


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

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

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