Let's pray it never happens. This could be one of the most traumatic events we would ever have to deal with. However, if it happens, this checklist can be a helpful tool to make sure that the Emotions of the moment don't cause us to overlook important considerations, such as:
- Do I Have Enough Cash Flow?
- Social Security?
- Retirement Distribution Requirements?
- Updating of Account Ownership?
- Was Your Spouse a Veteran?
- Children Under 18?
- Children Over 18?
- Tax Issues?
- Identity Theft?