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Preparing Financially for the Death of a Loved One

Preparing Financially for the Death of a Loved One

| March 05, 2018

“In this world nothing can be said to be certain, except death and taxes.” (Benjamin Franklin)

No one wants to think about death, much less plan for it, however, as Benjamin Franklin reminds us, it’s not a matter of “if”, but “when”, and our financial preparation can make things easier when the inevitable happens.

This week we are sharing an article from Forbes that provides 8 Financial Tips to Help Manage the Death of a Loved One. The article poignantly reminds us that “during a time of grief, the surviving spouse or family member(s) may not be in the best position to make sound financial decisions, so it’s better to be ready beforehand.”, and “the less a survivor knows, the more costly it is to finalize matters”.

We have the responsibility and the financial opportunity to prepare ourselves, and our Loved Ones, for the untimely financial challenges and circumstances life is “certain” to throw our way. As your trusted advisors, we are here to help.

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Copyright 2018 Odyssey Wealth Design. Odyssey Wealth Design provides financial planning and wealth management to clients in Orange County, Irvine, Newport Beach, and around the country.