Financial Planning for Fido and Fifi

Jun 14, 2010 / By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS
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Have you talked to clients about their other kids—their 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.

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