Too often estate planning is done without careful consideration for the surviving spouse. This can lead to unintended consequences that may be very damaging. In this episode of the PFP Section podcast, Paul Hood, JD, LLM, provides pointers that will support CPA financial planners to work effectively with attorneys to protect the long-term best interest of the surviving spouse. Paul discusses:

What to pay special attention to that is often missed in planning for the surviving spouse
How to make sure the surviving spouse has a solid plan that provides peace of mind
Using disclaimers and other tax and estate planning tips

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Article: The “Disclaimer” Trust: An Ideal Plan for the Medium Size Estate
In-Depth Practice Guide: Guide to Financial & Estate Planning

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.

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Planning for the surviving spouse: Part one {PFP Section}

AICPA Personal Financial Planning (PFP)

Planning for the surviving spouse: Part one {PFP Section}