Financial Planning for Fido and Fifi
Jun 14, 2010
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By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS
Have you talked to clients about their other kidstheir pets? Unexpected as it may sound, this is an element of financial planning that can rouse emotions as clients consider estate planning,
lifestyle changes, divorce, and more. Help them navigate custody and welfare decisions with the tools of the trade: pet trusts and protection agreements.