Surviving Financial CrisesDeath 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.