Helping Diligent Advisors Ensure They're On The Right Planning Path
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(Updated) This checklist covers 28 of the most important planning issues to identify and consider when a client gets married (or remarried). It’s structured as follows:
- Cash Flow Issues
- Asset & Debt Related Issues
- Insurance Planning Issues
- Estate Planning Issues
- Tax Planning Issues
- Long-Term Planning Issues
- Other Issues
Updated 9/1/2019.