It’s the time of year when many of us will soon be surrounded by loved ones. What better opportunity to have a difficult, but critical conversation (no, not politics!). 

Steve Heintz and Aaron Clark, owners of Heintz + Clark Ltd, A CPA firm in Plymouth, Minnesota, share their personal and professional experiences with end of life, both expected and unforeseen, and how it’s impacted the way they plan for themselves and their clients.

Heintz + Clark, Ltd

Guests: Steve Heintz ([email protected])

             Aaron Clark ([email protected])

Host & Producer: Anne Morehouse ([email protected])

Original Music: Caileen Viehweg

  0:00   Introduction

  1:24   Types of Events Triggering Planning

  4:42   Key Planning Tools and Concepts

  9:50   Importance of Beneficiaries and Healthcare Directives

 14:56  Gifting and Estate Planning Strategies

 24:01  Professional Roles and Team Approach

 25:26  Final Advice and Contact Information