Estate Planning: Your Family, Your Wealth, Your Legacy.

Archive for September, 2015

What To Do After Spouse Dies

by Antoinette Bone on Sep 11, 2015 Posted on Our Blog

Many find themselves at a loss regarding taking care of a loved one’s legal and financial matters after death. This post walks through the steps, including locating the loved one’s will or living trust document; conducting an inventory of assets and liabilities; and attending to life insurance and Social Security benefits. Postmortem affairs What you need […]