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What Issues Should I Consider Before Closing The Estate?

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Interactive Checklist Created with Sketch.

This checklist covers 24 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

 

Updated for 11/15/2020

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