{"id":111492,"date":"2023-05-17t11:55:56","date_gmt":"2023-05-17t15:55:56","guid":{"rendered":"\/\/www.g005e.com\/?p=111492"},"modified":"2024-08-27t17:02:24","modified_gmt":"2024-08-27t21:02:24","slug":"seven-questions-to-suggest-estate-planning","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/05\/17\/seven-questions-to-suggest-estate-planning\/","title":{"rendered":"seven questions to suggest estate planning"},"content":{"rendered":"

\"a<\/a>bonus: sample asset distribution worksheet.<\/strong><\/p>\n

by ed mendlowitz<\/i>
\nthe 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n

estate planning is a vital service for many clients who do not have a will or a current will, or who have a will but did not consider major estate planning techniques.<\/p>\n

more on marketing: <\/b>28 data points for a financial planning discussion<\/a> | every client can use financial planning<\/a> | four reasons to perform tax projections<\/a> | four additional services to suggest<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

we have found that many clients with wills had them hurriedly prepared just before a trip or vacation and had very little planning guidance.
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\nwe also have many clients with young children without wills, or clients with grandchildren whose children do not have wills. you can perform a great service for them by \u201cpushing\u201d them to get proper wills prepared.<\/p>\n

many people associate estate planning with trying to reduce eventual estate taxes. that is a major reason for estate planning, but not the only reason and certainly not the most important in many situations. a young family with an infant child\u2019s most important estate planning move would be to choose a guardian and plan how they will be compensated, which can be incorporated into an easily prepared will. in the united states very few estate tax returns have taxes paid with them.<\/p>\n

the issue is providing for a family\u2019s financial security and comfort, and a successful easing into a new lifestyle without a loved one. getting a client who does not have a will to execute one can be one of the most fulfilling services you can perform.<\/p>\n

your role is that of an advisor. an attorney will have to prepare the will and any trust agreements, and also provide some guidance and advice.<\/p>\n

who needs this service<\/strong><\/p>\n

identifying clients who need estate planning services can be as simple as asking clients if they have a current will when you work on their tax returns. our experience shows us that most clients need some sort of estate planning at almost all times.<\/p>\n

why the accountant is suited to offer this service<\/strong><\/p>\n

the accountant is generally aware of<\/p>\n