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What Issues Should I Consider When Creating My Estate Plan?

Category:
Estate Planning
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Updated 12/1/2023

Estate planning is a topic that is commonly ignored. After all, who likes to plan for what happens after they die? Many clients have no estate plan in place, and they often don’t know where to start. That’s where you step in.

With your guidance, clients will have a better idea of what questions to ask when creating their estate plan, as well as clarification on what will happen to their assets after they are gone.

This checklist covers the key issues to consider when a client is developing their estate plan, such as:

  • Identifying the appropriate estate planning documents needed for their situation.
  • Considering ways for their assets to avoid probate.
  • Developing an equitable estate plan that is fair to all heirs involved.
  • Understanding how specific accounts or assets may be affected after death.
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What Issues Should I Consider Before Closing The Estate?
Category: Estate Planning, Life Events
What Issues Should I Consider Before I Update My Estate Plan?
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What Issues Should I Consider When Reviewing My Estate Planning Documents?
Category: General, Estate Planning
What Issues Should I Consider When Reviewing My Beneficiaries?
Category: General, Estate Planning

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“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
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“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”
— An advisor in Texas
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
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