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Excerpt The CPAs Guide to Financial and Estate PLANNING VOLUME 2 2013 Sidney Kess, CPA, JD, LLM Steven G. Siegel, JD, LLM Notice to Readers The CPAs Guide to Financial and Estate Planning does not.

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The AICPA's Statement on Standards in Personal Financial Planning Services (SSPFPS No. 1), was issued to provide authoritative guidance and establish enforceable standards for members practicing in PFP. SSPFPS No. 1 was issued in January 2014 and is effective beginning July 1, 2014.

Estate planning is a process of preparing for the management and distribution of your assets and liabilities in case of your death or incapacity. Read on to know which assets you can invest in: Life insurance is an important component of estate planning.

So call us today! Create an Inventory of Your Possessions. ... Consider Your Family's Needs After Your Death. ... Decide Who Your Beneficiaries Will Be. ... Indicate How You Want Your Estate Divided. ... Store Your Documents Properly. ... Update Your Estate Plan Regularly. ... Seek Help from a Trusted Estate Planning Lawyer.

Estate planning covers the transfer of property at death as well as a variety of other personal matters and may or may not involve tax planning. The core document most often associated with this process is your will.

It depends on your estate planning needs. If you need lifetime coverage, a permanent policy is the best choice. If you simply want to leave behind an inheritance, a term life policy may be appropriate. Depending on your unique needs, you might want to consider other policy options.

Estate planning involves determining how an individual's assets will be preserved, managed, and distributed after death. It also takes into account the management of an individual's properties and financial obligations in the event that they become incapacitated.

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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232