What Issues Should I Consider During My Divorce

Categories: Checklists, New/Updated

(New) This checklist covers 26 of the most important planning issues to identify and consider when a client is going through a divorce. It’s structured as follows:

  • Cash Flow Issues
  • Asset & Debt Issues
  • Insurance Planning Issues
  • Tax Planning Issues
  • Long-Term Planning Issues
  • Other Issues

 

Updated 5/15/2019.