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Category:
General, Estate Planning

What Issues Should I Consider Before I Update My Estate Plan?

Updated 12/01/2024

This checklist covers 19 of the most important planning issues to identify and consider for a client before updating their estate plan.  It’s structured as follows:

  • Beneficiary & Fiduciary Issues
  • Assets & Property Related Issues
  • Minors & Children Related Issues
  • Other Issues

Click here for a client-facing email template.

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What Issues Should I Consider Before The End Of The Year?
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What Issues Should I Consider When Reviewing Cash Flow?
Category: General
What Issues Should I Consider At The Start Of The Year?
Category: General
What Issues Should I Consider With My Employer-Provided Benefits?
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What Issues Should I Consider When Reviewing My RMD?
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Category: General
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