What Issues Should I Consider Before Closing The Estate?
![[Checklists and Flow Charts] - What Issues Should I Consider Before Closing The Estate? | The Retirement Planning Group](https://www.planningretirements.com/wp-content/uploads/2020/10/Before-Closing-the-Estate-600x400-1.png "[Checklists and Flow Charts] - What Issues Should I Consider Before Closing The Estate? | The Retirement Planning Group")
This checklist covers 25 of the most important planning issues to identify and consider before you close an estate for a loved one.
It’s structured as follows:
- Cash Flow Issues
- Asset & Debt Issues
- Additional Administration Issues
- Tax Issues
- Other Issues