Marida Bruggeman

Senior Financial Advisor

Loss of a Loved One



Following the emotional shock of losing a loved one, how do you wrap up his or her financial matters? The loss of a loved one is layered with difficulties and unwelcome tasks that must be done. Dealing with personal grief, comforting family members, and handling funeral or memorial arrangements, are among the immediate challenges. At the same time, locating and understanding will and trust documents, confirming who has authority over the estate, and beginning to get a handle on financial matters, should also be important priorities following the death of a family member. The tips below highlight only a few of the key steps that may be helpful in beginning to settle the estate.

 

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