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Tony Novak  800-609-0683
a passionate advocate for small business success

advice quoted in The Wall Street Journal and Money Magazine

Accountant's checklist when a client or client's family member is facing imminent death

When a client or their family member faces imminent death, it is important for the family's financial adviser to be ready with a concise support in this difficult moment. While it may be tempting to leave these matters alone at this time, this may be harmful in the longer term.

This list is a compilation of ideas from other accountants (some phrases copied verbatim without credit) that was published as part of an online discussion. As such, it should be considered a work in progress rather than a complete checklist. Note that references to "he" or "she" might be changed based on the circumstances.

Thanks to my fellow PAICPA members for contributing many of these suggestions.

Opinions expressed are the solely those of the author and do not represent the position of any other person, company or entity mentioned in the article. Information is from sources believed to be reliable but cannot be guaranteed. Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues or a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. Tony Novak operates as an independent adviser under the trademarks "Freedom Benefits", "OnlineAdviser" and "OnlineNavigator" but is not a representative, agent, broker, producer or navigator for any securities broker dealer firm, federal or state health insurance marketplace or qualified health plan carrier. He has no financial position in any stocks mentioned. Novak does work as an accountant, agent, adviser, writer, consultant, marketer, reviewer, endorser, producer, lead generator or referrer to other companies including the companies listed in the articles on this web site.   |  (800) 609-0683  |  Cell/Text: 856-723-0294  |