Estate planning is a crucial process that, without careful consideration for the surviving spouse, can lead to unintended and often damaging consequences. In this episode of the PFP Section podcast, Paul Hood, JD, LLM, offers guidance to CPA financial planners on effective collaboration with attorneys to ensure the long-term well-being of a surviving spouse.
Paul will cover:
Ensuring a solid plan for the surviving spouse
Key areas often overlooked in surviving spouse planning
Utilizing disclaimers in estate and tax