Get active on estate planning

JOHN NAPOLITANO

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Get active on estate planning

机译：积极参与遗产规划

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But in this case, I feel that it is a part of the CPA's core fiduciary responsibility to alert the client to what could or should be done regarding their estate plan to accomplish what they'd like to accomplish for the eventuality of their death. There are a few ways to slice up the topic of estate planning. First are die issues that may or may not change at the stroke of midnight at the close of die year. There are the technical sides of the discussion, but also die psychological side of diis issue that either plagues clients or motivates people.

机译：但是在这种情况下，我认为这是CPA核心受托责任的一部分，旨在提醒客户有关其遗产计划可以或应该采取的措施，以完成他们想要在死亡时完成的任务。有几种方法可以分割遗产规划主题。首先是在年终时午夜时分可能会或可能不会改变的死亡问题。讨论既有技术性的方面，也有使客户困扰或激励人们的迪斯问题的心理方面。

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《Accounting today》 |2012年第10期|p.26-27|共2页
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JOHN NAPOLITANO;
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Get active on estate planning

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