What Issues Should I Consider if My Parent Passed Away?
This checklist covers 26 of the most important planning issues to identify and consider after a parent passes away.
What Issues Should I Consider When Reviewing My Estate Planning Documents?
Estate planning is a critical aspect of the financial planning process. Reviewing your documents periodically is an important exercise. However, this can be a daunting task for retirees, who may find the exercise tedious and, perhaps, confusing. To help guide your document review, we have created this checklist. It covers key considerations regarding the most common estate planning documents.
What Issues Should I Consider Before the End of the Year?
The end of the year provides a number of planning opportunities and issues to be addressed. Year-end topics can include tax planning, investment and retirement accounts, charitable giving, cash flow and savings, insurance and estate planning. In this checklist, we cover a number of planning issues that you may need to consider prior to year-end to ensure you stay on track.