What to Do Financially After a Spouse or Loved one Dies (Taxes, Benefits, and Common Mistakes)
Losing a spouse can feel overwhelming emotionally and financially.
In this workshop-style video, a certified financial planner walks through what to do financially after a spouse or loved one dies, including which decisions matter now, which ones can wait, and how to avoid costly mistakes during a time of grief.
This video is designed to provide clarity, not pressure, so you can move forward at a pace that feels right.
What you'll learn in this video:
• Where to start financially after losing a spouse or loved one
• How to organize accounts, documents, and beneficiary information
• How step-up in basis works for investments and real estate after death
• The difference between spousal and non-spousal inherited IRA rules
• What to know about Social Security survivor benefits and timing
• What to do and what not to rush with life insurance or inheritance money
• Which financial decisions can wait during the grieving process
DISCLAIMER:
This video is for educational purposes only and is not tax, legal, or investment advice. Everyone’s situation is different, especially during times of loss.
If you are navigating finances after losing a spouse or loved one, you are not alone, and you do not have to have everything figured out right away.
Workshop Led By:
Jeff Morneault
CFP, EA, RICP
Email: jeff@hilltopplanning.com
Full workshop recap post with deck, notes, & resources can be found in our Good Grief Community Platform here.
You can also connect with our other experts in the Good Grief community.
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