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Life Events & Family

What Issues Should I Consider if My Spouse Has Been Diagnosed With a Terminal Illness?

Overview

This is an incredibly difficult time to also be thinking about finances, which is exactly why having a general sense of the practical steps ahead, even in broad strokes, can ease some of the burden when it matters most.

Making sure estate planning documents are current is often one of the more time-sensitive items, since these documents typically need to be signed while someone has legal capacity to do so.

What this checklist covers

  1. 1Cash flow issues
  2. 2Estate planning issues
  3. 3Tax planning issues
  4. 4Other issues

Common questions

Preview of the What Issues Should I Consider if My Spouse Has Been Diagnosed With a Terminal Illness? checklist

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A printable list of what to handle, and in roughly what order.

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Sourced from a licensed fpPathfinder checklist. Page copy is original summary content.