Five questions to get clients to ask on their estate planning
Resources
AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
Purple digit landscape of multicolored lights
Resources

Five questions to get clients to ask on their estate planning

2 months ago · 25 min listen

Estate planning is a hot topic with potential law changes on the horizon and sunset back to the pre Tax Cut & Jobs Act amounts in 2026. In this episode of the PFP Section podcast, JG Gassman, CPA/PFS, talks with Frazer Rice, J.D., about effective questions to use to engage with clients to make sure their plan is in order. Some may sense for new clients only and others are good to use to check in with ongoing clients. The questions are:

  • Do you have an estate plan?

  • Who prepared the estate plan?

  • Was your family involved in the estate plan development?

  • When was the last time you reviewed your estate plan?

  • Is the estate plan you built properly implemented and funded?

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.

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 at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

What did you think of this?

Every bit of feedback you provide will help us improve your experience

What did you think of this?

Every bit of feedback you provide will help us improve your experience

Mentioned in this article

Topics

Tax

Subtopics

Manage preferences

Related content