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Home > For Your Benefit > Preparing for the Loss of a Parent, Spouse, or Other Family Member
Podcast: For Your Benefit
Episode:

Preparing for the Loss of a Parent, Spouse, or Other Family Member
Category: Government & Organizations
Duration: 00:52:23
Publish Date: 2023-04-24 18:22:44
Description:

April 24, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Joel Cundick, CFP®. On today’s program, Joel will talk about what to do after the sudden death of a spouse, parent, or other family member.  He will discuss the importance of having finances in order in advance and answer the questions:

  • What information can you gather now to minimize the difficulty of a possible death of a spouse?
  • What modifications should be made to a portfolio to stress-test it for that kind of change?
  • If you have recently lost a spouse, what are the most important things to do financially?
  • What dates are critical to remember and why?

For questions or comments, email us in advance at ForYourBenefit@nitpinc.com
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