Navigating Life After Loss – Part 2: Financial & Legal Aspects (Ep. 68)
In Part 2 of our Navigating Life After Loss series, I share compassionate, practical advice for the critical first weeks after losing a spouse. I walk through the legal, financial, and everyday matters that can feel overwhelming, offering clear action steps to bring order during a difficult time. From meeting with an estate attorney and understanding probate versus living trusts to retitling property, updating beneficiary designations, and addressing debts, we help you focus on what matters most.
You’ll also learn how to protect against fraud, safeguard your privacy, and manage your loved one’s digital and social media presence. This conversation is about more than tasks; it’s about helping you prepare, prioritize, and protect your well-being while working through one of life’s hardest chapters.
Key takeaways:
- Why meeting with an estate planning attorney early can prevent costly delays and probate complications
- The importance of retitling property, vehicles, and accounts in your name to avoid future issues
- How Social Security payments and survivor benefits work, including timelines and required forms
- Steps for handling debts, protecting against fraud, and safeguarding your spouse’s digital footprint
- When a living trust may be worth considering for privacy, efficiency, and avoiding probate
- And more!
Resources:
- Get Your FREE Simply Retirement Roadmap
- Navigating Life After Loss: A Guide for the Newly Widowed
- #67 – Navigating Life After Loss – Part 1: The First Week
- #22 – How to Secure Your Legacy
- #37 – Top 5 Questions on Social Security Survivor Benefits
Connect with Eric Blake:
- www.TheSimplyRetirementPodcast.com
- Join the Simply Retirement Newsletter
- Ask a Question or Suggest a Topic for the Podcast
- Blake Wealth Management
- YouTube
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