What Issues Should I Consider When Getting Married?

Categories: Checklists, New/Updated

(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.