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Don't ignore this estate planning complication

Financial Planning Digest | Sep 19, 2016

Advisers should inform clients about the potential issues that can arise when they remarry. Clients should be aware of the impact of state laws and consider having a prenuptial agreement. Make sure to check out this Forefield Advisor concept piece on key estate planning documents, which is ready for client presentation (available to PFP/PFS section members). Financial-Planning.com (09/14)


Don't make these mistakes with S corporations

Financial Planning Digest | Sep 19, 2016

Tactics for the new age of retirement planning

Financial Planning Digest | Sep 19, 2016

Accountants are preferred advisers

Financial Planning Digest | Sep 19, 2016

What paying for child care means for your taxes

Financial Planning Digest | Sep 19, 2016

In-home caregivers: Answers to tax and nontax questions

Financial Planning Digest | Sep 19, 2016

The limitations of LTC insurance coverage

Financial Planning Digest | Sep 19, 2016

House subcommittee probes tax-exempt college endowments

Financial Planning Digest | Sep 19, 2016

"Executive impersonation" of high-net-worth individuals on the rise

Financial Planning Digest | Sep 19, 2016

4 pitfalls to avoid when selling your practice

Financial Planning Digest | Sep 19, 2016


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PFP News More >


PFP Summit: For Leaders Among Leaders

Financial Planning Digest | Sep 19, 2016

Podcast: What You Need to Know About Intergenerational Split-Dollar Agreements

Financial Planning Digest | Sep 19, 2016

Bob Veres' Inside Information: Unintended Custody

Financial Planning Digest | Sep 12, 2016

Forefield Spotlight: A Woman's Guide to Healthcare in Retirement

Financial Planning Digest | Sep 12, 2016

Forefield Alert: Life Insurance Awareness Month

Financial Planning Digest | Sep 06, 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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