#68 - Navigating Life After Loss – Part 2: Financial & Legal Aspects
READ THE TRANSCRIPT
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.
The biggest thing is none of us are meant to go through this alone. - Eric Blake
EPISODE SUMMARY
- 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!
EPISODE LINKS & RESOURCES
- 👉 Get Your Complimentary Retirement & Tax Analysis
- ⭐ Navigating Life After Loss: A Free Guide for the Newly Widowed
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