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244. Financial Steps to Take After the Loss of a Loved One
Manage episode 441416250 series 3322284
Το περιεχόμενο παρέχεται από το Wiser Wealth Management. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Wiser Wealth Management ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
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
Learn More:
- Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.
- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!
Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!
Κεφάλαια
1. Planning for Financial Changes After Loss (00:00:00)
2. Updating Estate Planning After Loss (00:11:28)
3. Navigating Financial Information and Risks (00:23:29)
246 επεισόδια
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