top of page
Writer's pictureTodd Pouliot

What Issues Should I Consider Before Closing The Estate?


This checklist covers 25 of the most important planning issues to identify and consider before a client closes an estate for a loved one. It’s structured as follows:

  • Cash Flow Issues

  • Asset & Debt Issues

  • Additional Administration Issues

  • Tax Issues

  • Other Issues

18 views0 comments

Comentários


bottom of page