As you move through the process of dealing with your loved one's passing, the next big hurdle is handling the mountain of financial details that accompany our lives. Some of the headaches can be alleviated or minimized with proper preplanning and coordination with your financial advisor/estate planner and your lawyer.
It is helpful if you provide the Person-In-Charge (PIC) (usually your Executor/Executrix) with a full list of financial details to check off.
1. Accounts & Benefits
2. investment Portfolios
3. Insurance & Taxes
4. Businesses & Royalties
Remember - unless a bank account is a joint account you will not be able to access the money. Did the deceased qualify for government benefits?
Generally investment accounts have specific beneficiary designations. These portfolios may be taxable or non-taxable retirement & educational savings or cryptocurrency accounts
Step-by-step guide on what to do first. Calls, Paperwork, Care Arrangements and more...
Where do you start? Physical remains, funeral options, death certificates, memorial services and more...
Key reminders on seuring residences - owned or rented, apartments or houses - after a loved one's death
What you need to know to protect and eliminate the deceased's digital presences
Funny, helpful and special stories that others have shared to helpyou through the process
Funny, helpful and special stories that others have shared to helpyou through the process
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