Broker Check

What Issues Should I Consider Before Closing The Estate

| May 09, 2019
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This checklist covers 23 of the most important planning issues to identify and consider before a client closes an estate for a loved one.  It’s structured as follows:

Cash Flow Issues
Asset & Debt Related Issues
Estate Planning Issues
Tax Issues
Other Issues

Updated 4/15/2019.

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.

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