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Flowcharts: A visual tool for estate planning

Financial Planning Digest | May 23, 2016

When a client seeks a CPA financial planner to help map out an estate, the majority of planning is done verbally. Consider using a flowchart, a visual way to illustrate a client's wishes for his or her money, writes Robert Westley, CPA/PFS. Flowcharts make it easy to periodically check to see if your client's initial wishes are still relevant or if the document needs to be amended. For more on how to help clients with estate planning, PFP/PFS section members can review the CPA's Guide to Financial and Estate Planning. AICPA Insights (05/20)


How to plan for divorce's impact on gifted assets

Financial Planning Digest | May 23, 2016

Roth IRA rollover allocation rules changed

Financial Planning Digest | May 23, 2016

Health care costs will devour retirees' Social Security income, report finds

Financial Planning Digest | May 23, 2016

Why not-for-profit board members must understand fiduciary duties

Financial Planning Digest | May 23, 2016

3 ways to help new grads get a good financial start

Financial Planning Digest | May 23, 2016

How high-net-worth men and women invest

Financial Planning Digest | May 23, 2016

Using land to lower a client's tax bill

Financial Planning Digest | May 23, 2016

Roth IRA is a graduation gift that keeps on giving

Financial Planning Digest | May 23, 2016

Wealthy investors rank lack of diversification as biggest mistake, survey finds

Financial Planning Digest | May 23, 2016


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Take Your Career to the Next Level

Financial Planning Digest | May 23, 2016

Free Sessions Now Available from 2016 Advanced PFP Conference

Financial Planning Digest | May 23, 2016

New Resource Page: Elder Planning and Life Transitions after Retirement

Financial Planning Digest | May 16, 2016

Upcoming Free CPE Webcast: Top Financial and Tax Planning Ideas

Financial Planning Digest | May 16, 2016

New in the Learning Library

Financial Planning Digest | May 09, 2016




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Designed specifically for CPA personal financial planners and others interested in financial planning, Financial Planning Digest is a FREE monthly e-mail newsletter from the AICPA. It provides the most important and timely news stories to support personal financial planners. Learn more

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