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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

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Northfield, OH 44067

CONTACT INFORMATION

tpouliot@mygatewaymoney.com

(844) 592-9888

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