It can be helpful if you know what has to be done in advance.
Jim Lorenzen, CFP®, AIF®
Earlier this past week I talked about Managing an Inheritance and provided a Lifeguide; but, a few readers emailed me asking if there was a checklist addressing what to do when a loved one dies.
This is a subject my wife an I can relate to, having lost both our parents between 2005 and earlier this year. So, I thought many of you might find a fillable Lifeguide Helpful.
You can access it a 22-page guide here..
Hope this helps,
Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and an ACCREDITED INVESTMENT FIDUCIARY® serving private clients since 1991. Jim is Founding Principal of The Independent Financial Group, a registered investment advisor with clients located across the U.S.. He is also licensed for insurance as an independent agent under California license 0C00742. The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.