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Category:
General, Life Events

What Issues Should I Consider When Getting Married?

Updated 12/1/2023

This checklist covers 29 of the most important planning issues to identify and consider when a client gets married (or remarried). It’s structured as follows:

  • Cash Flow Issues
  • Asset & Debt Related Issues
  • Insurance Planning Issues
  • Estate Planning Issues
  • Tax Planning Issues
  • Long-Term Planning Issues
  • Other Issues
Related Guides
What Issues Should I Consider If My Spouse Passed Away?
Category: General, Estate Planning, Life Events
What Issues Should I Consider If My Spouse Has Been Diagnosed With A Terminal Illness?
Category: General, Insurance Planning, Life Events
Should I Consider Refinancing My Mortgage?
Category: General, Assets and Investment Planning
What Issues Should I Consider For My Child With Special Needs?
Category: General, Life Events
What Issues Do I Need To Consider As My Child Becomes Independent?
Category: General, Life Events

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