Surviving Financial Crises

Death of a Spouse

When it comes to a death of a spouse, what is the best thing that we can do to make the financial transition easier?

The most important thing to do is to have all of the financial documents and statements up to date and organized so that they are easily accessible and understandable to the survivors. This means you should have recorded somewhere all account names and numbers, passwords (if they are using online statements), updated balances, and toll-free customer service numbers for every account.


This is a web preview of the "The Handy Personal Finance Answer Book" app. Many features only work on your mobile device. If you like what you see, we hope you will consider buying. Get the App