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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 6/9/2020 (including The SECURE ACT)

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“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
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“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
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“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
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