Category: Loss of a Loved One

After the Death of a Loved One

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Published: February 10, 2012

The bright side of the work we do as a fee only financial advisors is the smiles and thank yous, and the numerous times our clients express how much peace of mind we have brought them. The downside of our work is when a client, or their parent, passes away. It’s not only emotionally stressful – it’s a lot of work. And I mean A LOT. It helps to have instructions to follow during these times. Check out the documents needed checklist put together by After the Fact Final Affairs. Think you should cancel credit cards right away? Not so fast. Think you know