Description
(See related classes: #114, #132, #143, #164.) Dealing with the legal and financial tasks after the death of a spouse can be an overwhelming process. Join us for a comprehensive seminar designed to provide guidance and clarity during a difficult time, and how challenges can be simplified by some basic advance planning. We will also discuss what to do if you are responding to, rather than planning for, this difficult circumstance. We’ll talk about essential steps such as managing immediate expenses, understanding Social Security and pension benefits, avoiding the probate process, retitling assets, and updating your own estate planning documents. Learn how to gather necessary paperwork, communicate with financial institutions, and protect yourself from common pitfalls.
This class is sponsored by Sunrise of Fox Hill.
To learn more about Bernadette Sweeney, visit Bernadette Sweeney, Attorney at Law Home.
To learn more about Jamie Lapin, visit Jamie S. Lapin, CFP®, CDFA®, AIF® – RMG Advisors
