This Checklist pdfcovers 18 of the most important planning issues to identify and consider before updating their estate plan. It’s structured as follows:

  • Beneficiary & Fiduciary Issues
  • Assets & Property Related Issues
  • Minors & Children Related Issues
  • Other Issues

 

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Walter F. Pardo CWS®, PPC™

An Ed Slott Master Elite IRA Advisor

22 Church Street | P.O. Box 60 | Liberty Corner, NJ | 07938

Phone (877) 714-2362 | Fax 1 + (908) 325.0008

info@wfp-taxes.com

www.wealthfinancialpartners.com