What Issues Should I Consider If My Parent Passed Away

Categories: Checklists, Life Events, New/Updated

(New) This checklist covers 26 of the most important planning issues to identify and consider after a client’s parent passes away. It’s structured as follows:

  • Cash Flow Issues
  • Estate Settlement Issues
  • Insurance Issues
  • Tax Issues
  • Investment & Asset Issues
  • Other Issues

    Updated 5/15/2019.