Estate Planning Checklist for Parents

Checklist:  Checklist for Estate Planning for Parents, which includes a list of tools to consider in the process and terms to know. Some examples include wills, power of attorney, beneficiary, trustee...
Published on April 26, 2013

Estate Planning Checklist

Checklist:  Checklist for Estate Planning, which includes a list of tools to consider in the process and terms to know. Some examples include wills, power of attorney, beneficiary, trustee, principal, and...
Published on October 31, 2005

Estate Planning

Toolkit:  Checklist for Estate Planning, which includes a list of tools to consider in the process and terms to know. Some examples include wills, power of attorney, beneficiary, trustee, principal, and...
Published on October 26, 2005

In Crisis End of Life

Article:  ...Presentation Outline Estate Planning Checklist Power of Attorney Wills Social Security Survivors Benefits
Published on July 27, 2011

Effective Web Sites

Toolkit:  The Internet is a valuable tool for every business, big or small. Follow this checklist to ensure that your business has a user-friendly, accessible and informative Web site
Published on October 19, 2004

Parents & Children Volunteer Mobilization Kit

Article:  For some parents, talking to a child about money is almost as hard as broaching some of those other difficult subjects. But understanding what money is and how to manage it is a crucial life skill parents must pass on to their children. It’s never too ea
Published on July 27, 2011

360 Degrees of Financial Literacy

Overview:  General information about the AICPA's financial literacy efforts.
Published on March 28, 2013