{"id":112413,"date":"2023-06-07t11:55:13","date_gmt":"2023-06-07t15:55:13","guid":{"rendered":"\/\/www.g005e.com\/?p=112413"},"modified":"2024-08-27t17:02:12","modified_gmt":"2024-08-27t21:02:12","slug":"when-clients-remarry","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/06\/07\/when-clients-remarry\/","title":{"rendered":"when clients remarry"},"content":{"rendered":"

\"older<\/a>six questions to ask.<\/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

this is primarily a financial planning service for people who are in second marriages, and where there are children from prior marriages.<\/p>\n

more on marketing: <\/b><\/strong>help heirs with tax issues<\/a> | seven questions to suggest estate planning<\/a> | 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

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

this is a valuable service for every remarried client who has children from a former marriage.
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\nwhy the accountant is suited to offer this service<\/strong><\/p>\n

these services use the tax and financial planning skills we have. we also have extensive experience with clients in such relationships and are usually familiar with conflicts that can arise and which ones can be avoided with some sound prior planning.<\/p>\n

introducing a client to the service<\/strong><\/p>\n

ask second marriage clients whether they have made suitable financial arrangements for their spouse and whether they understand the legal financial rights each party has. following are some preliminary questions you can ask clients about to remarry. these questions can help lead the client to seek your guidance:<\/p>\n

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  1. who will inherit your company pension and retirement accounts after your remarriage?<\/li>\n
  2. have you considered whether you should change your pension payout method when you remarry?<\/li>\n
  3. will your new extended family be adequately covered under your will?<\/li>\n
  4. does your will specify whether the estate tax should be apportioned against each bequest or paid from your residuary estate?<\/li>\n
  5. can you minimize taxes by allocating value-discounted estate assets to various beneficiaries?<\/li>\n
  6. should you leave discounted assets to your children to avoid a drastic distortion in their net bequests?<\/li>\n<\/ol>\n

    you can follow up this discussion with a call, article, blog or fact sheet.<\/p>\n

    clients should also be told how this is an involved area \u2013 particularly where there are children from a first marriage and with inheritances left in \u201ctrust\u201d for the second spouse. this can lend itself to some very interesting cash flow and estate tax consequences. for instance,<\/p>\n