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Category:
General, Estate Planning, Life Events

What Issues Should I Consider If My Spouse Passed Away?

Updated 12/1/2024

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
Guide Preview:
What Issues Should I Consider If My Spouse Passed Away?
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2025 Checklist
2024 Checklist
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