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What Issues Should I Consider When Getting Married?

Category:
General, Life Events
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Interactive Checklist Created with Sketch.

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
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