What Issues Should I Consider If My Spouse Passed Away?

This checklist covers 28 of the most important planning issues to identify and consider for a client, whose spouse has recently passed away.  It’s structured as follows:

  • Cash Flow Issues
  • Estate Settlement Issues
  • Insurance Issues
  • Tax Issues
  • Investment & Asset Issues
  • Other Issues

 

Updated for 5/1/2020 (including The SECURE Act and The CARES Act)