• ron7732

When a loved one dies

Dear Clients and Friends,

When a loved ones dies we recommend that one is best served by quickly handling the end of life details.

It is therapeutic to be well occupied at these times and delays can be financially and emotionally costly.

Ok Ron, what is your simplest and easiest to remember advice? Google something like: “What to do when someone dies”, review a few of the articles, make your own to-do list and then just start.

Social Security has its notification and benefits termination rules that need to be timely complied with. Post death benefits must be returned.


On the other side of this coin, there are post-death monthly benefits available for a surviving spouse age 60 or older (age 50 or older if disabled); a surviving spouse of any age who is caring for the deceased’s minor or disabled child; a divorced spouse under certain circumstances; an unmarried minor or disabled child; and supported parents of the deceased. A call to Social security is vital to assure payments and eligibility.

Do contact our office if the deceased had a Will or Trust that will need to be administered or Probated.

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