There are so many daunting tasks that you are expected to handle once a loved one passes. Sometimes you wonder how you will cope. Finances usually top that list especially if you never had to handle them in the past. This Webcast will provide you with a list of financial problems you’ll face as well as provide solutions. Questions and issues that will be discussed include:
Immediate Concerns:
Where should I take cash from to pay for a funeral? Who should I notify?
Issues To Address In The First Month:
How do I collect on life insurance policies? What happens to Social Security and Pension payments? What is the probate process? Do I need an attorney? Where is cash going to come from?
Issues To Address In The Next Couple Of Months:
Do I need to retitle the assets? What about income taxes? What inheritance or estate tax issues are there? What will I do with an illiquid asset like a business or real estate?
Long Term Issues:
How will I manage your monies to stay ahead of inflation? Should I revise my estate documents?
If this topic does not pertain to you, please feel free to share this E-mail with anyone you know who is struggling with these issues.
Register Now – Two Opportunities to Attend:
Monday, October 22, 2012
7:00 – 8:00 p.m. EDT
Registration Link
Wednesday, October 24, 2012
12:00 – 1:00 p.m. EDT
Registration Link
