When planning for the surviving spouse with your client's attorney, it's important to address issues while both spouses are alive to arrive at the best outcomes. In part three of this PFP Section podcast series, Paul Hood, JD, LLM, walks you through what may occur after the first spouse dies that should be built into the estate plan. He discusses the following issues to consider:
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This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
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