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

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)