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 5/15/2019.
This article represents opinions of the authors and not those of their firm and are subject to change from time to time, and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment or legal strategy. The information contained here has been obtained from sources believed to be reliable but cannot be guaranteed for accuracy.