What To Do When Death Comes Calling

If you are dealing with someone with a terminal illness, there are a few things you can do — practical things — to handle the financial side of things.

According to a story on dailyfinance.com, here are things that you must do:

  • Make a will and check account ownerships. Assign power of attorney and make sure you have a will.
  • Double check your beneficiaries on your IRA and insurance forms.
  • Look for sources of cash. Bills can pile up. You may have to sell some possessions or tap into retirement funds.
  • Apply for Social Security Disability.
  • Be smart about spending. Donโ€™t blow it all on a bucket list. Save some for your family.

If you have questions about estate planning, feel free to call us for a consultation at (626) 696-3145.

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