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 ...

People in this episode

Host: Shawna Theriault

Guest: Arun Gupta

Topics covered

• estate planning
• financial guidance
• dealing with death
• legal paperwork
• emotional support

Keywords

• estate settlement
• financial accounts
• legal paperwork
• death
• planning

Mentioned in this episode

Organizations: Wiser Wealth Management

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