Preparing for the Loss of a Parent, Spouse, or Other Family Member

April 24, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Joel Cundick, CFP®. On today’s program, Joel will talk about what to do after the sudden death of a spouse, parent, or other family member. He will discuss the importance of having finances in order in advance and answer the questions: What information can you gather now to minimize the difficulty of a possible death of a spouse? What modifications should be made to a portfolio to stress-test it for that kind of change? If you have recently lost a spouse, what are the most important things to do financially? What dates are critical to remember and why? For questions or comments, email us in advance at ForYourBenefit@nitpinc.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Preparing for the Loss of a Parent, Spouse, or Other Family Member is an episode from For Your Benefit by Federal News Network | Hubbard Radio.

This episode is 52:23 long.

This episode was published on Apr 24, 2023.

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