Today we are releasing two new checklists for our members. While our flowcharts cover specific and sometimes technical planning issues, checklists are more high level and designed to make sure advisors don’t miss a planning issue (a brief philosophy of our approach to checklists).
For Essential and Deluxe members, here are the two checklists being released today:
What Issues Should I Consider Before I Update My Estate Plan? This covers 18 issues and questions to ask your client in helping them decide if their estate plan needs to be updated.
What Issues Should I Consider Before I Retire? This covers 32 questions to ask your client before they retire to make sure no major planning issues are missed.
What do you think of these two new checklists? Send me an email – I’d love to hear your thoughts.
