Examine why it is important for your clients to have good estate and incapacity planning in place. Discuss which specific estate and incapacity planning documents your clients need, what those documents should cover, and when they should be established. Review commons mistakes in planning that can cost your clients dearly. Also discuss several additional steps your clients are most likely not aware of, which are crucial to their estate plans and can help them avoid expensive mistakes.

 

Session Information
Session Date:
November 01, 2018
C - What You Should Know About Estate Planning: For Your Clients and Yourself: 2018 Georgia Tax Forum
Individual topic purchase: Selected
Georgia Society of CPAs
General: 2.00
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