The death of a loved one can be excruciating, confusing, and stressful. If you are named (or left) as a personal representative, here are some resources to help make this process a little less painful.
- SETTLING AN ESTATE
- EXECUTOR CHECKLIST
- SAMPLE LETTER ANNOUNCING A DEATH
- WHAT ISSUES SHOULD I CONSIDER IF MY SPOUSE PASSED AWAY?
- WHAT ISSUES SHOULD I CONSIDER IF MY PARENT PASSED AWAY?
- WHAT ISSUES SHOULD I CONSIDER IF MY SPOUSE HAS BEEN DIAGNOSED WITH A TERMINAL ILLNESS?
- HOW MUST I TAKE DISTRIBUTIONS FROM THE TRADITIONAL IRA I INHERITED?
If you have any questions that we might be able to help with, please don't hesitate to reach out. We will of course guide you regarding any accounts, policies or contracts that we manage.
Reach us at (877) 568-7526 or team@planningforgood.co