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Getting Married Financial Checklist

This checklist covers 28 of the most important planning issues to identify and consider when you are getting married (or remarried). It’s structured as follows:

  • Cash Flow Issues

  • Asset & Debt Related Issues

  • Insurance Planning Issues

  • Estate Planning Issues

  • Tax Planning Issues

  • Long-Term Planning Issues

  • Other Issues

Updated 5/15/2019

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