Your Spouse Just Passed Away… What Should You Do?

Kevin Roberts |

The death of a spouse is one of the most devastating events of a person’s life. During this difficult time, do not make any major financial decisions right away. Allow yourself time to only deal with the emotions of your loss. Then, get 10 to 20 copies of your spouse’s death certificate to document ownership changes. Be sure to keep all payments current to avoid late and interest charges. Don’t sell your house, sell investments, or give money to charity right away, and don’t immediately invest proceeds from insurance until your financial picture is clear. Verify your survivor benefits from pensions, Social Security and investments. Gather and organize all financial documents and statements. Then assess your current financial needs. We can help you through this difficult time. Please give us a call today. We’re here for you.

Kevin Roberts

P: 502-373-1030
Financial advisor, college planning, investment planning
Louiseville, KY