Five questions to get clients to act on their estate planning {PFP Section}

American Institute of CPAs - Personal Financial Planning (PFP)

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.

• Article: 5 estate plan questions for advisors to ask clients
• Practice Guide: 2022 Adviser’s Guide to Financial & Estate Planning Volume 1
• Broadridge Advisor: Client friendly communication and education pieces (included with PFP membership)

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.