Welcome, Guest!

Check out the topic bundles including the Client Service Calendar and client engagement support materials

Designed to help advisors introduce our guides to a client.

Let us know what you want to see from us next!

Need help with something? Checkout our our FAQs.

Edit your settings and view your plan details.

Back

What Issues Should I Consider If My Parent Passed Away?

Category:
General, Life Events
Blurred Flowchart

Become a Member to view.
Already a member? Login Here

Updated 12/1/2023

This checklist covers 26 of the most important planning issues to identify and consider after a client’s parent passes away. It’s structured as follows:

  • Cash Flow Issues
  • Estate Settlement Issues
  • Insurance Issues
  • Tax Issues
  • Investment & Asset Issues
  • Other Issues

Related Guides
What Issues Should I Consider For My Aging Parents?
Category: General, Life Events
What Issues Should I Consider If I Lose My Job?
Category: General, Working / Accumulation Phase, Life Events
What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?
Category: General, Insurance Planning, Life Events
Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud?
Category: General