CPA financial planners help clients live meaningful lives and pass on their legacy. Often, estate planning is heavy on the practical and complex elements that can be seen as the housekeeping of who gets what and when. What we don’t always explore is the deeper why behind the estate planning. The good news is that you can coach clients to discover their legacy so that it can be communicated and so that your client can see the meaning of their life story and what they want to leave behind. Jean-Luc Bourdon, CPA/PFS, guides you in how to take on this role in this episode of the PFP Section podcast.

He discusses the following:

What legacy is, why it’s so important, and why it’s not optional
Understanding the difference between the default, political, and organic legacies
How to guide your clients to discover meaning, purpose, and legacy
A client example where Jean-Luc illustrates how to have this conversation
The enormous amount of research behind the benefits of reflecting on life
How to integrate legacy planning into your work with clients

Email us for the list of resources mentioned during the podcast.

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 to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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The why, what, and how behind legacy planning for your clients {PFP Section}

AICPA Personal Financial Planning (PFP)