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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— Jason, an advisor in Illinois

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

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