 |
 |
13 Wealth Management Issues |
Issue |
Date Discussed |
Action Plan |
Date Accomplished |
|
| 1) | Investment Issues | |||
| 2) | Insurance Issues | |||
| 3) | Liabilites | |||
| 4) | Qualified Retirement Plan/ IRA Issues | |||
| 5) | Stock Option Issues | |||
| 6) | Business Succession Issues | |||
| 7) | Durable Power of Attorney Issues | |||
| 8) | Gifting to Children/ Descendent Issues | |||
| 9) | Charitable Giving During Life Issues | |||
| 10) | Titling of Assets Issues | |||
| 11) | Executor/ Trustee Issues | |||
| 12) | Distribution of Wealth at Death Issues | |||
| 13) | Charitable Inclinations at Death Issues |
