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What Issues Should I Consider Before I Update My Estate Plan

What Issues Should I Consider Before I Update My Estate Plan

| April 25, 2019
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This checklist covers 18 of the most important planning issues to identify and consider for a client, whose spouse has been diagnosed with a terminal illness.  It’s structured as follows:

Heirs & Beneficiary Issues
Assets & Property Related Issues
Minors & Children Related Issues
Other Issues

Updated 3/15/2019

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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