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

retirement saving
Save, Save, Save…

More Americans are enjoying life well into their 80s and 90s.  This means if you stop working in your 60s, you could be retired for 20 or 30 years or more!  Will you have enough saved to support a 20+ year retirement?

business planning checklist
Critical Planning Steps For Your Business!

Do you own a business? Are you a key employee in a business? Have you thought about what would happen, if something unexpectedly happened to you or one of your key employees? At My Life & Wishes we are all about planning. And that includes planning not only for your personal life but for your business too!

document storage
Top Reasons To Rethink Your Storage Habits!

Where do you file your important papers and information? If you’re like most of us, our information is scattered among boxes, file cabinets, in a home safe or safe deposit box or on our PC. You may not have thought about it, but these may not be the best places to store information anymore. We’ve compiled a list of the top reasons why those choices may be outdated.

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.