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What Issues Should I Consider If My Spouse Passed Away

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2019 Checklist
2020 Checklist

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 Planning Issues
  • Investment & Asset Issues
  • Other Issues

 

Updated for 2020 (including The SECURE ACT)

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