What Issues Should I Consider If My Spouse Passed Away?
![[Checklists and Flow Charts] - What Issues Should I Consider If My Spouse Passed Away | The Retirement Planning Group](https://www.planningretirements.com/wp-content/uploads/2023/12/What-Issues-Should-I-Consider-If-My-Spouse-Passed-Away-600x400-1.png "[Checklists and Flow Charts] - What Issues Should I Consider If My Spouse Passed Away | The Retirement Planning Group")
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