Regardless of whether the death of a loved one is unexpected or anticipated, dealing with it is always difficult and usually catches family members unprepared. A little planning ahead can go a long way in easing the burden. Here are a few simple steps you can take to ease the burdens on your loved ones after your death.

  • Prepare a will
  • Plan for the financial welfare of your survivors 
  • Express your preferences for funeral arrangements
  • Choose and ask someone you trust to be your personal representative
  • Keep your investment records, business records, tax records, and outstanding liabilities current 
  • Keep open communication about upcoming commitments and responsibilities

Upon the time of death an estate will be created and used to pay off any remaining debt and then will be distributed properly. The personal representative will be responsible for filing the final income taxes and informing the IRS.

From tax planning and financial planning strategies to elder care, or insurance evaluations, our team works together to make sure you receive comprehensive solutions and an excellent experience. Contact us today to help you develop a plan that gives your family and you peace of mind.

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