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AICPA Personal Financial Planning (PFP)

Aug 28, 2020

Guest:  Steve Siegel, JD, LLM

The coronavirus pandemic highlights the importance of estate planning, regardless of wealth. As your client’s most trusted adviser, it’s important to initiate discussions to ensure their planning is in order. In this episode, Steve Siegel walks you through the core concepts, including:

  • Documents everyone should have in place
  • The importance of reviewing beneficiary designations
  • Considerations for college-age children
  • Dangers of boiler plate healthcare directives in light of the pandemic
  • Aspects to consider when appointing POAs, executors, trustees, and guardians

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

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