Checklist of estate planning issues to consider

WHAT ESTATE PLANNING ISSUES TO CONSIDER

IMPORTANT NUMBERS (2024)

WHERE SHOULD YOUR NEXT DOLLAR GO?

Checklist of issues to consider if a spouse passed away

ISSUES TO CONSIDER IF A SPOUSE PASSED AWAY

Flowchart of step-up in cost basis rules for appreciated inherited property

STEP-UP RULES FOR INHERITED PROPERTY

Checklist of what issues to consider if I experience a sudden wealth event

CONSIDERATIONS AFTER A SUDDEN WEALTH EVENT

Flowchart of whether I can delay distributions from a traditional IRA I inherited

DELAYING DISTRIBUTIONS FROM AN INHERITED IRA

Flowchart of social security benefits as a surviving spouse

SOCIAL SECURITY BENEFITS AS A SURVIVING SPOUSE

Financial planning & investment management services for inheritance leavers and receivers

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