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General, Estate Planning, Life Events

What Issues Should I Consider If My Parent Passed Away?

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 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

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