CPA EDUCATION PACKAGE
Trusts, Wills & Estate Planning
Your clients look to you for sound advice. Choreo strives to provide timely content about topics that impact you and the clients you serve, whether they’re business owners, high-net-worth individuals, or families with generational wealth needs. Positioned at the intersection of tax and wealth, Choreo works with CPAs like you to help comprehensively serve your clients.
Resources
Trusts, Wills & Estate Planning: A Guide for CPAs
This overview will provide you with what you need to know about trusts, wills and the tax advantages popular types of trusts can provide to clients.
Estate Plan Structure Options: Will-Based Plan vs. Revocable Living Trust-Based Plan
This diagram makes it easy to visually understand the process that will-based estate plans go through compared to the process the revocable living trust estate plan goes through.
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