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A suggested checklist of things to consider when a death occurs:
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- Consult a financial advisor regarding Federal estate and State inheritance taxes and investment decisions.
- Consult an attorney regarding the will, letters of probate, power of attorney, and updating your will.
- Consult your insurance agent regarding insurance payment options and annuities.
- Organize important financial and legal papers, and safeguard the deceased’s property.
- Assess your immediate financial needs, and settle outstanding financial obligations of the deceased.
- Contact benefit providers such as the deceased’s employer, Social Security administration, Veterans administration for income continuation.
- Consult family members regarding living arrangements, family decisions, memorials, etc…
- Be kind to yourself; get the support you need to manage your grief.
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