{"id":130420,"date":"2024-10-02t14:30:40","date_gmt":"2024-10-02t18:30:40","guid":{"rendered":"\/\/www.g005e.com\/?p=130420"},"modified":"2024-10-25t13:01:04","modified_gmt":"2024-10-25t17:01:04","slug":"ten-client-service-issues-for-estate-planning-listicle","status":"publish","type":"post","link":"\/\/www.g005e.com\/2024\/10\/02\/ten-client-service-issues-for-estate-planning-listicle\/","title":{"rendered":"ten client service issues for estate planning | listicle"},"content":{"rendered":"

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schedule an appointment now.<\/strong><\/p>\n

by 卡塔尔世界杯常规比赛时间 research<\/em><\/p>\n

as successful business people, cpa partners can have complex legacies to leave behind.<\/p>\n

more<\/strong> listicles here<\/a><\/p><\/blockquote>\n

if you aren\u2019t an estate planner (and why aren\u2019t you?), you need to find one, ask the right questions and get adequate answers.<\/p>\n

here are some of the issues clients should discuss, followed by \u201chow do i do it?\u201d<\/p>\n

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  1. what assets will be left in my name when i pass away?<\/li>\n
  2. what will happen to each of my assets when i am gone?<\/li>\n
  3. am i certain my family will be cared for how i see fit?<\/li>\n
  4. how do i prevent my future ex-son-in-law or ex-daughter-in-law from getting my money?<\/li>\n
  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?<\/li>\n
  6. how do i prevent the executor of my estate from doing something different than what i intend?<\/li>\n
  7. how do i put guardrails in place for my son, who would otherwise blow it all on ephemeral pleasures and stupid investments?<\/li>\n
  8. how do i create fairness among my kids, even though they aren\u2019t equally equipped as individuals to handle the complexity?<\/li>\n
  9. what incentives can i put in place to get my children involved in causes i\/they care about?<\/li>\n
  10. what should worry me most about posthumous issues?<\/li>\n<\/ol>\n