{"id":119113,"date":"2023-12-11t11:58:24","date_gmt":"2023-12-11t16:58:24","guid":{"rendered":"\/\/www.g005e.com\/?p=119113"},"modified":"2023-12-11t16:10:24","modified_gmt":"2023-12-11t21:10:24","slug":"eight-questions-for-estate-planning","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/12\/11\/eight-questions-for-estate-planning\/","title":{"rendered":"eight questions for estate planning"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-120442\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/12\/1600_threepeopledesk_adobestock_140486558.png\" alt=\"woman speaking across desk to couple\" width=\"1600\" height=\"1067\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/12\/1600_threepeopledesk_adobestock_140486558.png 1600w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/12\/1600_threepeopledesk_adobestock_140486558-424x283.png 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/12\/1600_threepeopledesk_adobestock_140486558-849x566.png 849w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/12\/1600_threepeopledesk_adobestock_140486558-768x512.png 768w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/12\/1600_threepeopledesk_adobestock_140486558-1536x1024.png 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/12\/1600_threepeopledesk_adobestock_140486558-300x200.png 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/12\/1600_threepeopledesk_adobestock_140486558-600x400.png 600w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><strong>difficult conversations: it\u2019s difficult to talk about wealth transfer, but it\u2019s vital.<\/strong><\/p>\n<p><i>by anthony glomski<\/i><\/p>\n<p>many accomplished entrepreneurs are looking beyond their own financial needs. they want to ensure that their heirs, parents, children and grandchildren are well taken care of in accordance with their wishes \u2013 with minimal difficulty and cost.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/12\/05\/check-tax-effects-before-liquifying\/\">check tax effects before liquifying<\/a> | <a href=\"\/\/www.g005e.com\/2023\/11\/27\/control-the-level-of-risk\/\">control the level of risk<\/a> | <a href=\"\/\/www.g005e.com\/2023\/11\/06\/how-to-flip-the-switch-to-wealth-preservation\/\">how to flip the switch to wealth preservation<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/16\/three-ways-to-work-together-on-wealth\/\">three ways to work together on wealth<\/a> | <a href=\"\/\/www.g005e.com\/2023\/09\/25\/five-challenges-of-liquidating-a-business\/\">five challenges of liquidating a business<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/12\/11\/eight-questions-for-estate-planning\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>according to vanguard, more than half of affluent americans say they are highly concerned about their kids\u2019 (and grandkids\u2019) financial situations. and yet, too many successful entrepreneurs have outdated estate plans or charitable giving plans that are not in sync with their current life circumstances and needs.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/12\/11\/eight-questions-for-estate-planning\/#more-119113\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f12%2f11%2feight-questions-for-estate-planning%2f&amp;t=eight+questions+for+estate+planning'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  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class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2023%2f12%2f11%2feight-questions-for-estate-planning%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20eight%20questions%20for%20estate%20planning&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2023\/12\/11\/eight-questions-for-estate-planning\/\" title=\"email this: eight questions for estate planning \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-120442\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/12\/1600_threepeopledesk_adobestock_140486558.png\" alt=\"woman speaking across desk to couple\" width=\"1600\" height=\"1067\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/12\/1600_threepeopledesk_adobestock_140486558.png 1600w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/12\/1600_threepeopledesk_adobestock_140486558-424x283.png 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/12\/1600_threepeopledesk_adobestock_140486558-849x566.png 849w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/12\/1600_threepeopledesk_adobestock_140486558-768x512.png 768w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/12\/1600_threepeopledesk_adobestock_140486558-1536x1024.png 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/12\/1600_threepeopledesk_adobestock_140486558-300x200.png 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/12\/1600_threepeopledesk_adobestock_140486558-600x400.png 600w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><strong>difficult conversations: it\u2019s difficult to talk about wealth transfer, but it\u2019s vital.<\/strong><\/p>\n<p><i>by anthony glomski<\/i><\/p>\n<p>many accomplished entrepreneurs are looking beyond their own financial needs. they want to ensure that their heirs, parents, children and grandchildren are well taken care of in accordance with their wishes \u2013 with minimal difficulty and cost.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2023\/12\/05\/check-tax-effects-before-liquifying\/\">check tax effects before liquifying<\/a> | <a href=\"\/\/www.g005e.com\/2023\/11\/27\/control-the-level-of-risk\/\">control the level of risk<\/a> | <a href=\"\/\/www.g005e.com\/2023\/11\/06\/how-to-flip-the-switch-to-wealth-preservation\/\">how to flip the switch to wealth preservation<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/16\/three-ways-to-work-together-on-wealth\/\">three ways to work together on wealth<\/a> | <a href=\"\/\/www.g005e.com\/2023\/09\/25\/five-challenges-of-liquidating-a-business\/\">five challenges of liquidating a business<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/12\/11\/eight-questions-for-estate-planning\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>according to vanguard, more than half of affluent americans say they are highly concerned about their kids\u2019 (and grandkids\u2019) financial situations. and yet, too many successful entrepreneurs have outdated estate plans or charitable giving plans that are not in sync with their current life circumstances and needs.<br \/>\n <a href=\"\/\/www.g005e.com\/2023\/12\/11\/eight-questions-for-estate-planning\/#more-119113\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f12%2f11%2feight-questions-for-estate-planning%2f&amp;t=eight+questions+for+estate+planning'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  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eight questions for estate planning \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":3122,"featured_media":103495,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[3120,3002,3139],"tags":[],"class_list":["post-119113","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pro-member-exclusive","category-special","category-wealth","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>eight questions for estate planning - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2023\/12\/11\/eight-questions-for-estate-planning\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"eight questions for estate planning - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2023\/12\/11\/eight-questions-for-estate-planning\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"article:publisher\" 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