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How Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Enhancing Estate Planning through Heir Involvement

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Social Security, Medicare, and HSAs

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What Should You Do Right After A Loved One Passes Away?

March 2, 2020

The loss of a loved one can be an emotional and overwhelming experience and it can feel very difficult to understand what you need to do to protect your interests and next steps that you need to take.

Get help from a NJ estate planning lawyer today.

However, there are many important things to contemplate during this difficult time related to your loved one’s finances. Don’t make any decisions too quickly, since some of the choices you make early on could be difficult or even impossible to reverse. After determining your loved one’s final wishes for a funeral and listing an obituary, it is important to find the necessary paperwork to help you with the next steps to managing your loved one’s estate.

Other important paperwork could include titles to cars or deeds to property. You will need to have certified copies of the death certificate in order to accomplish this. Your loved one’s finances should be the next area to tackle.

This includes making a full list of all the debts and assets. Retirement plans, 401(k)s and IRAs are an example of assets. Determine who was listed as a beneficiary on any retirement plans since these assets will passed to the person named and the same follows for life insurance policies. If there was a mortgage on a piece of real estate, it is important to continue making the monthly payment and the same holds for any insurance payments. If there was an automobile or home involved, the insurance coverage should also be continued.

Do you want to include instructions for your loved ones to help with your estate? Speak with an estate planning lawyer today to get started. 


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
How Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Social Security, Medicare, and HSAs

If your employer health plan is a health savings account (HSA) paired with a high-deductible ...

The post Social Security, Medicare, and HSAs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more