What to Do When Your Spouse Dies
Here is a list, in no particular order, of what needs to be done after someone passes to help you during this difficult time.
Ethan Huizenga
November 10, 2022
4 Financial Effects After a Spouse’s Death
The death of a spouse is one of the most difficult things imaginable. Besides the emotional toll, surviving spouses typically confront financial issues, which often trigger tax-related questions and consequences.
Ethan Huizenga
August 18, 2021
How to Handle Finances after Spouse Dies
The death of a spouse is one of the most difficult things imaginable. Besides the emotional toll, surviving spouses typically confront financial issues, which often trigger tax-related questions and consequences. Some of them are fairly straightforward, while others can be tricky.
Ethan Huizenga
August 13, 2021
Will Medicaid Estate Recovery Come after Me?
Both of my parents entered a facility on Medicaid in January 2020. My dad passed two months later. Their home was sold in December 2020. My mom has been in rehab since a fall. When would the estate recovery begin? It’s confusing.
Ethan Huizenga
July 21, 2021
4 Social Security Steps after Someone Dies
When a loved one passes away, there are usually various arrangements that need to be made. One of the tasks to oversee will involve reporting the death to the Social Security Administration.
Ethan Huizenga
July 19, 2021
What Happens to My Mortgage When I Die?
Understanding what happens to your debt when you die is an important part of estate planning—and you don’t have to be rich to have an estate. Everything you own and owe makes up your estate. For many people, that includes a house with a mortgage.
Ethan Huizenga
July 10, 2021
When Can You Contest a Will?
The death of a loved one results in an emotional grief that, when combined with large sums of money on the line, can cause the beneficiaries of the will or trust or the heirs of the deceased to challenge the validity, interpretation, or administration of the will or trust.
Ethan Huizenga
June 17, 2021
Don’t Say This When Someone Passes Away
The loss of a family member or friend, sad as it may be, is hardly unusual. How do you put it into words? What do you say when someone dies?
Ethan Huizenga
June 15, 2021
Are There Taxes on Life Insurance Proceeds?
Knowing when life insurance is taxable and how to avoid taxation can help families ensure their loved ones get all of their policy’s proceeds.
Ethan Huizenga
May 17, 2021
How Does an Inherited IRA or 401(k) Work?
So, you inherited a retirement account. Before you make any decisions on when and how to access the money, it’s worth familiarizing yourself with the rules that apply to different beneficiaries.
Ethan Huizenga
May 14, 2021
