Supporting Your Financial Needs After the Loss of a Family Member

Losing a spouse or family member can be emotionally devastating. Making things more complicated, the death of a spouse creates a torrent of financial issues. Many aren’t familiar with their insurance policies, investments, taxes or estate planning because many times the husband handled the financial matters of the household.

But, with more than 13.7 million widowed persons in the United States3, you are not alone. In fact, our team at Munn & Morris can help you regain control of your finances and your life through financial planning and educational programs.

We can help you get things in order related to your taxes, Social Security benefits, long-term care needs, insurance and more, including:

  • Review your cash flow situation, administer paying your bills, file for death benefits and maintain enough cash liquidity
  • Focus on financial triage to enable you to get through your grief period without worrying about your investments
  • Create an Executor Checklist and connect you with an estate attorney who can help you with your estate paperwork

Resources

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While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.

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