Check out this excerpt from Health Transitions Guide: Part One that includes 2 items that will be helpful to you:
An asset review worksheet to help collect pertinent facts
A case study to help illustrate the process of sorting through options to arrive at the best alternative for each client
If this is helpful, consider joining the AICPA’s PFP Section to gain access to all four parts of the entire Health Transitions Guide.
Why is this important?
CPA financial planners