Checklist for Handling the Death of a Spouse

Use News & World Report

When your spouse dies, their affairs need to be set in order. You might find yourself planning a funeral, paying bills and closing accounts. The list of things you need to do can seem endless, especially during a time when you are also grieving. These emotions can be especially strong if the death is unexpected.

Living expenses for one person are often not much less than living expenses for two. Your mortgage or rent will probably remain the same. Some expenses may even increase if you need to hire someone to do something your spouse previously did. David D’Eredita, a financial planner and founder of Rise Private Wealth Advisors in Tucson, Arizona, lost his wife unexpectedly…

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By: Geoff Williams  | Published: Dec 1, 2023

The Fundamentals of Estate Planning

Estate planning can be an emotional process. After all, it’s difficult to think about things like who will raise your children, or which loved one will best manage your financial assets. Estate planning is necessary, however, because without a will, your estate may end up in court. This means it could be divvied up based on a judge’s ruling, rather than on your personal wishes.

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