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244. Financial Steps to Take After the Loss of a Loved One
Manage episode 441416250 series 3322284
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Managing a loved one's estate can be overwhelming. How do you ensure you're not missing critical steps? Join us on this episode of A Wiser Retirement® Podcast as we walk you through the financial steps to take after the loss of a loved one. We also stress the importance of preparing your own affairs to spare future generations the hassle and potential legal headaches.
Related Podcast Episodes:
- Ep 146: The Power of Life Insurance to Meet Your Family’s Goals
- Ep 233: How Second Marriages and Blended Families Impact Estate Planning
Related YouTube Videos:
- New 2024 Rules for Transfer on Death Deeds in Georgia
- Why You Should Always Have Contingent Beneficiaries on Your Retirement Accounts
Learn More:
- Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.
- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!
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- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!
Capitoli
1. Planning for Financial Changes After Loss (00:00:00)
2. Updating Estate Planning After Loss (00:11:28)
3. Navigating Financial Information and Risks (00:23:29)
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