Financial Resources for End-of-life Planning

When a loved one dies, settling finances can be a difficult process. Here’s what you need to do to ensure your retirement savings, investments, and other bank accounts are distributed how you wish.

Back to Planning Center

Related Posts

when a spouse dies
11 Critical Things To Do When Your Spouse Dies

"Being in the financial planning industry for over 35 years and focusing on end of life planning, we’ve become accustomed to seeing first-hand what families go through after the death of a loved one.  Many times, there is added pain and frustration because they just don’t know what to do."  Michelle Braddock, Co-Founder, My Life and Wishes Inc. 

Executor
Critical Tips for Paying Expenses of a Deceased Loved One

There are many expenses after a person dies. The most immediate being burial and funeral costs. So what's the best way for family or personal representatives to pay for these expenses?  Should you write a check or pay for these expenses with the deceased persons’ credit card? The answer is probably not!  Even if you're an authorized user on these accounts, it may be considered Fraud to continue to use them once a person dies.

expanding our mission
Expanding Our Mission!

To achieve it’s mission of "helping 1 million families” deal with death in this digital age, My Life and Wishes is now offering its' services to Professional Advisors. “Our main focus will be working with Estate Planning Attorneys and Financial Advisory firms”, announced Jon Braddock, Co-Founder of My Life and Wishes.

Dealing with debt
What Happens to Debt When You Die?

Planning your legacy can be complicated. Debt is a very real component in that planning. Make sure you understand what debt you have, who will end up being responsible for that debt, and how that might impact what you leave for your loved ones.