When a death occurs it can be a complex and emotional time.
In the event of a death, please reference this list for potential to-do items to consider.
Talk to your financial professional about:
☐ If you receive an inheritance of any kind, talk to your financial professional to discuss potential withdrawal or investment strategies
Additional action items:
☐ Be sure to keep copies of any paperwork establishing you or a loved one as a beneficiary
☐ Obtain and keep a copy of the death certificate for your records
☐ Ensure your contact information for all accounts and policies in which you are a beneficiary have your correct contact information on file
☐ Talk to a tax professional about the tax implications of an inheritance