Transcription of After a loved one passes away - TIAA
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After a loved one passes away - TIAA
After a loved one passes awayYour guide to financial and practical mattersWhat s insideWhat you can do right now 2 Collect important papers RecordkeepingDuring the first month 4 Choose an attorney consider the will Apply for benefitsDuring the first few months 7 Change title or ownership Locate tax returns and financial statements Complete notificationsIn months 3 6 10 consider hiring an accountant Review your finances and consider hiring a financial plannerBy month 9 12 Complete estate settlementOn to the future 12 Some final thoughtsGlossary 13 Suggested checklist 14 IntroductionLosing a family member or friend is one of life s hardest blows. Yet even during the emotional turmoil that follows someone s death, there are important perhaps time-sensitive decisions to the person who must make the decisions is the spouse or partner of the person who has died.
Consider the will Apply for benefits During the first few months 7 Change title or ownership Locate tax returns and financial statements Complete notifications In months 3–6 10 Consider hiring an accountant Review your finances and consider hiring a financial planner By month 9 12 Complete estate settlement On to the future 12 Some final thoughts
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