{"id":103481,"date":"2022-10-17t13:00:39","date_gmt":"2022-10-17t17:00:39","guid":{"rendered":"\/\/www.g005e.com\/?p=103481"},"modified":"2024-08-07t23:10:24","modified_gmt":"2024-08-08t03:10:24","slug":"eight-questions-about-your-clients-estate-plan","status":"publish","type":"post","link":"\/\/www.g005e.com\/2022\/10\/17\/eight-questions-about-your-clients-estate-plan\/","title":{"rendered":"estate plans: can you ask clients these eight questions?"},"content":{"rendered":"<p><a href=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/10\/threepeopledesk_adobestock_140486558.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-103495\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/10\/threepeopledesk_adobestock_140486558-424x283.jpeg\" alt=\"businesswoman sitting across desk from woman and man\" width=\"424\" height=\"283\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/10\/threepeopledesk_adobestock_140486558-424x283.jpeg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/10\/threepeopledesk_adobestock_140486558-300x200.jpeg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/10\/threepeopledesk_adobestock_140486558-600x401.jpeg 600w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/10\/threepeopledesk_adobestock_140486558.jpeg 698w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a><strong>difficult conversations: it\u2019s tough to talk about wealth transfer, but it&#8217;s vital.<\/strong><\/p>\n<p><i>by anthony glomski<br \/>\nthe personal cfo<\/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\/2022\/10\/10\/enhance-wealth-by-mitigating-taxes\/\">enhance wealth by mitigating taxes<\/a> | <a href=\"\/\/www.g005e.com\/2022\/10\/03\/diversify-for-greater-wealth\/\">your client\u2019s instincts are wrong<\/a> | <a href=\"\/\/www.g005e.com\/2022\/09\/12\/preserving-wealth-is-a-different-mindset\/\">preserving wealth is a different mindset<\/a> | <a href=\"\/\/www.g005e.com\/2022\/08\/08\/three-approaches-to-investment-consulting\/\">three approaches to investment consulting<\/a> | <a href=\"\/\/www.g005e.com\/2022\/05\/24\/guiding-clients-through-liquid-events\/\">cashing out: your business clients\u2019 five big issues<\/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\/2022\/10\/17\/eight-questions-about-your-clients-estate-plan\/\">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\/2022\/10\/17\/eight-questions-about-your-clients-estate-plan\/#more-103481\" 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%2f2022%2f10%2f17%2feight-questions-about-your-clients-estate-plan%2f&amp;t=estate+plans%3a+can+you+ask+clients+these+eight+questions%3f'  ><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\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2022%2f10%2f17%2feight-questions-about-your-clients-estate-plan%2f&amp;title=estate+plans%3a+can+you+ask+clients+these+eight+questions%3f&amp;summary=difficult+conversations%3a+it%e2%80%99s+tough+to+talk+about+wealth+transfer%2c+but+it%27s+vital.%0d%0a%0d%0aby+anthony+glomski%0d%0athe+personal+cfo%0d%0a%0d%0amany+accomplished+entrepreneurs+are+looking+beyond+their+own+financial+needs.+they+want+to+ensure+that+their+heirs%2c+parents%2c+children+and+grandchildren+are+well+taken+care+of+in+accordance+wit'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  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:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2022%2f10%2f17%2feight-questions-about-your-clients-estate-plan%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:%20estate%20plans:%20can%20you%20ask%20clients%20these%20eight%20questions?&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\/2022\/10\/17\/eight-questions-about-your-clients-estate-plan\/\" title=\"email this: estate plans: can you ask clients these eight questions? \"><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><a href=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/10\/threepeopledesk_adobestock_140486558.jpeg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-103495\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/10\/threepeopledesk_adobestock_140486558-424x283.jpeg\" alt=\"businesswoman sitting across desk from woman and man\" width=\"424\" height=\"283\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2022\/10\/threepeopledesk_adobestock_140486558-424x283.jpeg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/10\/threepeopledesk_adobestock_140486558-300x200.jpeg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/10\/threepeopledesk_adobestock_140486558-600x401.jpeg 600w, \/\/www.g005e.com\/wp-content\/uploads\/2022\/10\/threepeopledesk_adobestock_140486558.jpeg 698w\" sizes=\"(max-width: 424px) 100vw, 424px\" \/><\/a><strong>difficult conversations: it\u2019s tough to talk about wealth transfer, but it&#8217;s vital.<\/strong><\/p>\n<p><i>by anthony glomski<br \/>\nthe personal cfo<\/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\/2022\/10\/10\/enhance-wealth-by-mitigating-taxes\/\">enhance wealth by mitigating taxes<\/a> | <a href=\"\/\/www.g005e.com\/2022\/10\/03\/diversify-for-greater-wealth\/\">your client\u2019s instincts are wrong<\/a> | <a href=\"\/\/www.g005e.com\/2022\/09\/12\/preserving-wealth-is-a-different-mindset\/\">preserving wealth is a different mindset<\/a> | <a href=\"\/\/www.g005e.com\/2022\/08\/08\/three-approaches-to-investment-consulting\/\">three approaches to investment consulting<\/a> | <a href=\"\/\/www.g005e.com\/2022\/05\/24\/guiding-clients-through-liquid-events\/\">cashing out: your business clients\u2019 five big issues<\/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\/2022\/10\/17\/eight-questions-about-your-clients-estate-plan\/\">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\/2022\/10\/17\/eight-questions-about-your-clients-estate-plan\/#more-103481\" 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%2f2022%2f10%2f17%2feight-questions-about-your-clients-estate-plan%2f&amp;t=estate+plans%3a+can+you+ask+clients+these+eight+questions%3f'  ><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'   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href=\"mailto:?subject=cpa%20trendlines%20:%20estate%20plans:%20can%20you%20ask%20clients%20these%20eight%20questions?&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2022\/10\/17\/eight-questions-about-your-clients-estate-plan\/\" title=\"email this: estate plans: can you ask clients these eight questions? \"><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 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yoast seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>estate plans: can you ask clients these eight questions? - 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\/2022\/10\/17\/eight-questions-about-your-clients-estate-plan\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"estate plans: can you ask clients these eight questions? - 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\/2022\/10\/17\/eight-questions-about-your-clients-estate-plan\/\" \/>\n<meta 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