Helping Diligent Advisors Ensure They're On The Right Planning Path
What Issues Should I Consider If My Spouse Passed Away?
This checklist covers 29 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 11/15/2021
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