Section Newsletters

Articles From Brian T. McCarthy

Use of an estate planning questionnaire as part of a coordinated process in your practice By Dennis J. Jacknewitz & Brian T. McCarthy Business Advice and Financial Planning, February 2017 A comprehensive form can ensure a thorough disclosure and complete analysis of the client’s potential estate. A sample form used by the authors is included here.

Spot an error in your article? Contact Sara Anderson at sanderson@isba.org. For information on obtaining a copy of an article,visit the ISBA Newsletters page.

Select a Different Author