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
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.