Grief after a loved one's death is gripping and pervasive. I was overwhelmed by it after my mother's passing and witnessed my father and siblings grapple with it in their own ways, too. One thing that grief does not leave ample room for is thinking intentionally about one's finances. However, neglecting to manage the finances after a loved one's death can prove disastrous.
I have compiled a checklist to help navigate your finances following the death of a spouse or loved one. Don't try to navigate this alone. Lean on family, close friends and trusted professionals, just as you do in your grieving. Immediate steps
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Beth Carroll - CPA
Member of: AADMM AICPA, RISCPA Archives
December 2019
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