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How to Claim Social Security Death Benefits 

How to Claim Social Security Death Benefits 

October 29, 2021
When a person dies it is important to notify Social Security (*see note). Most funeral homes will report the death for families, once a social security number is provided during the funeral arrangement process. This takes a small part of the burden off of the family of the deceased.   1. Who can collect the Social...

What Makes Up an Estate?

October 29, 2021
Estate: The total of an individual’s assets, minus all the current debts. Estate does not include shared assets, pensions, or life insurance policies that have a designated beneficiary.   What is Considered Part of the Estate?  Assets:    Personal possessions   Real property (real estate: houses, condos)   Bank accounts and investments   Assets (property or accounts) in foreign countries   Motor...

Dealing with Immediate Grief

October 29, 2021
Four things to know after a loved one has died:   You may feel lost, helpless, empty, or even relieved.  Any and all emotions are possible and acceptable. Each person mourns in their own way and in their own time. You might be overwhelmed, so use your friends and family members as a support system. There are many arrangements that must be...

Determining the Value of Assets

October 29, 2021
Gathering an overall value of all the property a loved one has collected over a lifetime isn’t an easy task for anyone, much less someone who is grieving and has other executor duties on their plate.  It is important to have a support system while you are going through this...

Locating The Assets of a Deceased Loved One

October 29, 2021
Locating all the assets of a deceased loved one can be a daunting task.  This task can be designated to the executor of the will, but it will be helpful if family members approach the project together. It is helpful to always have a copy of the death certificate and...

First Steps for an Executor: A Step-by-Step Guide  

October 29, 2021
An Executor is someone named in a will or appointed by the court to take care of a deceased person’s estate. Acting as an executor can take a lot of time and effort. Executors have a number of responsibilities. These duties will depend on the complexity of the deceased’s financial...

Important Facts About Death Certificates  

October 29, 2021
When someone close to you passes away, dealing with the paperwork and legal process can seem rushed and formal.  Knowing what you are facing ahead of time can help with potential difficulties down the road.  Remember that a primary resource to you is who you are working with, such as...

Trusts and Debts 

October 29, 2021
When a loved one passes away, there are many things to consider besides the grieving process.  Although it may seem overwhelming to mourn and to take care of business, these things can happen simultaneously.  Keep in mind, a loved one who wants to ensure that their assets and beneficiaries are...

Probate Essentials: What Every Executor Must Know  

October 29, 2021
What is Probate?   Probate is a legal process of administering a person’s estate after their death. The process ensures that the will is valid and that there is an executor appointed to handle all of the decisions that revolve around the estate.  Specific laws vary from state to state about the...

Deciding between Cremation and Burial  

October 22, 2021
When a loved one passes away, there are so many things to consider, accompanied by a flood of emotions. Sometimes, you may feel lost and not even know where to begin, particularly as it relates to knowing what to do with a loved one’s remains. Some of the information below...
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