Widow/Same-Sex/Child Free Couple Checklists

4 votes

We are looking to build checklists to address unique planning issues specifically for Widows, Child-Free Couples and Same Sex Couples.

These clients often have unique planning needs so we believe these checklists could be helpful for many advisors.

Under consideration Suggested by: Jennifer Upvoted: 25 Feb Comments: 0

Comments: 0