Information, calculators, practice aids, checklistsPFP Member Profiles, PFP Committees and Task Forces, Online Discussion Forum, USA Today Chat SeriesCalendar of Events, AICPA Conferences, Webcasts, Town Hall MeetingsPFP Section Membership requirements, PFS credential information, benefits, dues, applicationAICPA publications, CPE, conferences
 
Search
 

Search Options
PFP Home > Resources > Financial Goals > Estate Planning

Estate Planning

Find out more about providing the Estate Planning services that will provide peace of mind for your clients.

The CPA’s Role in Estate Planning
In providing estate planning services, you provide services far beyond straightforward financial analyses. This planning area requires a special sensitivity to the dynamics of the client's entire life—family, finances, business, lifestyle, and goals. Learn More>>
Client Letter Template
PFS Credential Holder
A client letter template regarding incapacity issues has been developed for you to market financial planning services to your clients.  As a result of the Terry Schivao case, this may ba a good time to broach the topic with your clients. The template can be customized to suit your individual needs and preferences. It can also be modified to send to other audiences such as referral sources. Learn More >>