Reminding clients to update essential documents

May 23, 2020

With an ongoing need for communication due to coronavirus-related challenges, CPAs have an opportunity to remind clients to update their essential documents.

Discussing worst-case scenarios with clients is challenging but essential – in some cases, extremely urgent – during this time, says one CPA who recommends planners remind their clients to update their wills, beneficiary designations and other essential documents. Learn more here.


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