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

When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.

The Importance of Designating Beneficiaries

When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.

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