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Category:
Important Life Events & Decisions

Death Of Spouse Issues

Updated 12/1/2024

What Issues Should I Consider If My Spouse Passed Away?

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 Issues
  • Investment & Asset Issues
  • Other Issues
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Death Of Spouse Issues
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2025 Checklist
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Aging Parent Issues
Category: Important Life Events & Decisions
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— Kate, an advisor in Florida
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