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Category:
Estate Planning & Charitable Giving

Closing The Estate

Updated 12/1/2024

What Issues Should I Consider Before Closing The Estate?

This checklist covers 25 of the most important planning issues to identify and consider before a client closes an estate for a loved one.  It’s structured as follows:

  • Cash Flow Issues
  • Asset & Debt Issues
  • Additional Administration Issues
  • Tax Issues
  • Other Issues
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