244. Financial Steps to Take After the Loss of a Loved One
- 244. Financial Steps to Take After the Loss of a Loved One Wiser Wealth Management 24:21
Managing a loved one's Estate can be overwhelming. How do you ensure you're not missing critical steps? Join us on this episode of A Wiser Retirement® Podcast as we walk you through the financial steps to take after the loss of a loved one. We also Stress the importance of preparing your own affairs to spare future generations the hassle and potential legal headaches.
Related Podcast Episodes:
– Ep 146: The Power of Life Insurance to Meet Your Family’s Goals
– Ep 233: How Second Marriages and Blended Families Impact Estate Planning
Related YouTube Videos:
– New 2024 Rules for Transfer on Death Deeds in Georgia
– Why You Should Always Have Contingent Beneficiaries on Your Retirement Accounts
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