Podcasts Government For Your Benefit Preparing for the Loss of a Parent, Spouse, or Other Family Member

Preparing for the Loss of a Parent, Spouse, or Other Family Member

Published: April 24, 2023, 6:22 p.m.

April 24, 2023\xa0on\xa0ForYourBenefit,\xa0host Bob Leins, CPA\xae welcomes Joel Cundick, CFP\xae.\xa0On today\u2019s program, Joel will talk about what to do after the sudden death of a spouse, parent, or other family member.\xa0\xa0He will discuss the importance of having finances in order in advance and answer the questions:\n\nWhat information can you gather now to minimize the difficulty of a possible death of a spouse?\n\nWhat modifications should be made to a portfolio to stress-test it for that kind of change?\n\nIf you have recently lost a spouse, what are the most important things to do financially?\n\nWhat dates are critical to remember and why?\n\nFor questions or comments, email us in advance at\xa0ForYourBenefit@nitpinc.com