This is the second of three articles addressing the topic of what needs to be done when a spouse or loved one passes away. My last article addressed the immediate things that need to be done prior to the decedent’s funeral...more
6/14/2024
/ Annuities ,
Death Certificates ,
Deceased ,
Deeds ,
Estate Planning ,
Financial Statements ,
Funerals ,
Investment ,
Motor Vehicles ,
Pensions ,
Social Security ,
Tax Returns ,
Trusts ,
Wills
This is my third and final article addressing what needs to be done after a person passes away. Part 1 addressed what a person needs to do prior to the decedent’s funeral. Part 2 addressed those things that don’t typically...more
6/14/2024
/ 401k ,
Credit Cards ,
Death Benefits ,
Estate Planning ,
Funerals ,
Individual Retirement Account (IRA) ,
Investment ,
Life Insurance ,
Probate ,
Social Security Administration (SSA) ,
Survivor Benefits ,
Trusts ,
Wills
Dear Jonathan: Can you provide a general summary of what needs to be done when a person’s spouse or loved one passes away?
Jonathan: When a spouse or loved one dies there are many things that need to be addressed by the...more