Helping Diligent Advisors Ensure They're On The Right Planning Path
What Issues Should I Consider Before I Update My Estate Plan?
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This checklist covers 18 of the most important planning issues to identify and consider for a client before updating their estate plan. It’s structured as follows:
- Beneficiary & Fiduciary Issues
- Assets & Property Related Issues
- Minors & Children Related Issues
- Other Issues
Updated 11/15/2020
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