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What Issues Should I Consider if My Parent Passed Away

What Issues Should I Consider if My Parent Passed Away

November 22, 2021

Losing a parent is a very difficult and confusing situation to go through.  For many, it’s a mix of trying to address your own emotions while supporting family members.  Then there can be challenges dealing with probate or when trying to transfer accounts or assets.  And if you now have a widowed parent, you need to begin thinking about how to take care of them going forward.  We help so many clients through this difficult time and often refer to the attached checklist.

If you have aging parents, it may be a good idea to familiarize yourself with the things that may need to be addressed.  Or, if you find yourself having recently lost a parent, use this checklist to help guide you through the process.  We would be happy to answer your questions and provide guidance.  We also have a large network of estate planning attorneys and CPA’s that we can introduce you to if your needs go beyond our areas of practice. Click on the link below to see the checklist or the appointment link to set up a 1/2 phone consultation.


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