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What to do After the Loss of a spouse, Life partner, Relative, or Friend
You have lost your spouse and you are feeling alone, abandoned, and without a map or a guide to help you. The loss may be settling in your heart and throat. You don’t really know where to start with the rest of your life.
What do I need to do now, after the loss of a spouse?
That is the question I sometimes hear from clients after the death of a loved one. The following matters should be considered after the loss of a spouse, life partner, close friend, or relative.
Not all of the points will apply to all Decedents, but many of them will. I have endeavored to put them into a logical sequence, but as always, practical sense should prevail.
Immediately after the loss
Sometime thereafter the loss
Funeral and Burial Plans;
Safe Deposit Agreements and keys;
Life Insurance Policies;
Existence of Trust;
Old tax returns;
Prior Gift Tax returns;
Marriage, birth and death certificates;
Computer records regarding books of a business or personal assets;
Bank statements, checkbooks, similar documents;
Titles to motor vehicles;
Securities and list of securities;
Any documentation of business ownership or business interest;
Health Insurance, make claims for the final illness; and
There you have it. A list of the considerations for losing a spouse, life partner, relative or friend. As mentioned, not all items will apply to all Decedents, however, please review the list and make your Plan for how to deal with each aspect of the loss.
You’ve looked at the considerations, but you’re still not sure what to do? Contact us for a consultation!
If you and your spouse are going through a divorce or considering a divorce, it is important to adequately account and plan for the financial changes that are coming. It is all too easy to be blindsided by the unexpected costs of dividing a household. A divorce attorney may be able to help with the division of property and the establishment of support payments, but their financial acumen only goes so far. At Meyers Financial Services, Inc., our consultants specialize in helping families adjust to the financial changes associated with divorce.
Contact us today to get started!
No matter how you look at it, divorce significantly changes your financial situation. In most cases, this includes a reduction in income and an increase in living expenses. One residence becomes two, and two-income families become one-income individuals. Without adjusting their standard of living, many families struggle to survive financially.
Divorce influences all of the following:
A Certified Divorce Financial Analyst (CDFA) can act as an advisor for your divorce attorney or as a mediator for you and your spouse. In addition to extensive knowledge relating to tax law and asset distribution, a CDFA also serves as a financial planner for those who must quickly adjust to a new financial situation.
If you're looking for a consultant that is a Certified Divorce Financial Analyst, look no further than Meyers Financial Services, Inc... We have experience and have helped countless clients throughout the bay area adjust to the financial changes of divorce. Whatever the circumstances of your own divorce, we will work with you to provide the best short-term and long-term solutions available.
To schedule an initial 60-minute complimentary meeting, call us today at (707) 935-1124.
Request a 30 Minute Phone Consultation
All it takes is 30 minutes on the phone to decide if we would be a good fit to work together. There’s no obligation and no pressure. Contact us at (707) 935-1124 to schedule your appointment.
We look forward to speaking with you!