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>>
Web Seminar: Why 2009 Is So Important for Financial and Estate Planning: Reviews Everyone Should Do Now!
Listen to leading estate and financial planning experts, including Sid Kess, in this web seminar recording that attends to the critical need for clients to update and review their financial and estate plans. As a result of the increased federal estate tax exemption in 2009 ($3.5 million); the uncertainty about estate tax changes for the years 2010 & 2011; the decreased value of investments, homes & retirement plans; the declining value of Section 529 plans; and lower interest rates, many clients will need to review their financial plans. Combining these developments with the normal stages of life (new additions to family, death, divorce, remarriage, inheritance) – they all have a continuing impact on the client’s financial plan. Even if clients are not subject to the estate tax, they need to periodically review their estate and financial plan. Access actionable advice and resources you can take to your clients now, including a letter that you can send to your clients to advise them of what needs to be done that will emphasize the importance of scheduling a meeting with you sooner rather than later. 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 >>