Broker Check

Request for: What Issues Should I Consider if my Parent Passed Away?

It's inevitable.  We all will die and unfortunately, often we have to deal with the passing of a Parent.  This checklist can help make sure you don't miss any important considerations.

What are the Eligibility Issues?
Cash Flow Issues?
Debt Issues?
Tax Planning and Other Concerns?

When we lose anyone, it's a very tough time.  Losing a Parent can have so many implications, beyond the Financial components.  However they all need to be dealt with. This checklist will help making sure you take care of the things that are important, such as:

  • Was Your Parent Married?
  • Are You In Charge of Settling The Estate?
  • Was Your Parent Receiving a Pension?
  • Will There Be Estate Tax Issues?
  • Are There Unpaid Bills?
  • What About Siblings?  Yours and Theirs?
  • Was Your Parent a Veteran?
  • Was There Life Insurance?
  • Does the Estate Have Immediate Liquidity To Pay Bills Before a Death Certificate Has Been Generated?
  • Do You Have To Fund Those Expenses?
  • Will There Be Probate?

Please send me the Checklist: What Issues Should I Consider if my Parent Passed Away?

Thank you!