Money, money, money. This is one of the stickiest & most complicated parts of dealing with closing out a family's estate. While much of this is handled through a Will and other legal methods, much of the responsibility of settling accounts is put into the hands of loved ones.
In this Step, we walk you through the majority of circumstances you might encounter when it comes to finances and assets.
Lesson 2 Workbook
Lesson 2 PDF Guide
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Step 2: FOCUS ON FINANCES
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Learn how to transfer investment accounts to the correct people following the loss of a loved one.
3. Investments
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Debt is a reality that faces many families that have lost a loved one. Make sure that you know your options and are set up to handle it correctly
2. Debt
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Ensure that you, not only understand how to close out credit accounts but also ensure that all cards are discovered and handled.
1. Credit Cards
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Probate court can be difficult and stressful. Find out what, if any, steps you need to take to make sure that it is handled the right way.
06. Probate
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Although someone has passed away, if they earned a taxable income, they would still need to file a tax return. Find the answers you need.
05. Taxes
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Ensure that your family homes are secure and handled correctly following death. Real estate can be complicated, but we are here to help.
04. Real Estate
