fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

What Issues Should I Consider Before Closing The Estate?

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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
Aditional Administration Issues
Tax Issues
Other Issues

Updated for 5/01/2020 (including The SECURE Act and The CARES ACT)

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