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What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?

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This checklist covers 28 of the most important planning issues to identify and consider for a client, whose spouse has been diagnosed with a terminal illness.  It’s structured as follows:

  • Cash Flow Issues
  • Estate Planning Issues
  • Insurance Issues
  • Tax Planning Issues
  • Asset & Debt Issues
  • Other Issues

 

Updated for 2020 (including The SECURE ACT)

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