What Issues Should I Consider When Getting Married?

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This checklist covers 28 of the most important planning issues to identify and consider when a client gets married (or remarried). It’s structured as follows:

Cash Flow Issues
Asset & Debt Related Issues
Insurance Planning Issues
Estate Planning Issues
Tax Planning Issues
Long-Term Planning Issues
Other Issues

Updated for 2020

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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

“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”

— Bill, an advisor in New York

“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”

— Rick, a financial advisor

“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”

— Mike, a financial advisor

“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”

— Jason, an advisor in Illinois

“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”

— Michael, an advisor in Pennsylvania

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