341. What Happens Next? A Financial Guide After Death
About this episode
This episode discusses the challenges families face in managing legal and financial matters after the death of a loved one.
Losing a loved one is emotional enough without having to navigate legal paperwork, financial accounts, and estate settlement decisions at the same time. Yet for many families, those responsibilities begin almost immediately after a death occurs, often without clear guidance or preparation. In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta, discuss what really happens after someone dies, common estate planning ...
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