FREE CHECKLIST

A terminal illness diagnosis has a pervasive impact on our lives. Family relations, personal finances, and careers concede to new caretaking demands. Serious illness imposes a new set of rules.

Financial peace, to the extent possible, should be one component of facing a terminal illness. This can ease some of the burdens for the family and the patient down the road.

The Upleft Financial Waypoint Series exists to help you work through financial life events.

This checklist covers 28 of the most important planning issues to identify and consider if your spouse has been diagnosed with a terminal illness.  It is structured as follows:

• Cash Flow Issues

• Estate Planning Issues

• Insurance Issues

• Tax Planning Issues

• Asset & Debt Issues

• Other Issues