ten client service issues for estate planning | listicle

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by 卡塔尔世界杯常规比赛时间 research

as successful business people, cpa partners can have complex legacies to leave behind.

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if you aren’t an estate planner (and why aren’t you?), you need to find one, ask the right questions and get adequate answers.

here are some of the issues clients should discuss, followed by “how do i do it?”

  1. what assets will be left in my name when i pass away?
  2. what will happen to each of my assets when i am gone?
  3. am i certain my family will be cared for how i see fit?
  4. how do i prevent my future ex-son-in-law or ex-daughter-in-law from getting my money?
  5. who will be tracking the hard assets (e.g., artwork and jewelry) so they go to the right place instead of being liquidated below market value?
  6. how do i prevent the executor of my estate from doing something different than what i intend?
  7. how do i put guardrails in place for my son, who would otherwise blow it all on ephemeral pleasures and stupid investments?
  8. how do i create fairness among my kids, even though they aren’t equally equipped as individuals to handle the complexity?
  9. what incentives can i put in place to get my children involved in causes i/they care about?
  10. what should worry me most about posthumous issues?

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