What Issues Should I Consider When Getting Married?
Asset
Coronavirus
Debt
Insurance
Investments
Legal
Pension
Real Estate
Retirement
Small Business
Stocks
Tax
This checklist covers 28 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
