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Essential Post-Mortem Planning Decisions
Part 4: Essential Post-Mortem Planning Decisions November 5, 1:00-2:45p.m. ET In this web seminar, Steve Siegel will lead practitioners through a discussion on: • Essential post-mortem planning decisions *The CPA's Guide to Financial and Estate Planning is the premier guidebook for professionals who structure, tailor, and administer financial and estate plans. In the clearest of language, the guide explains all the important planning concepts, and examines the most important techniques used to set and meet the financial goals of clients and their families. The current editions are available now at www.aicpa.org/pfp/estate.
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