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.

b'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'