#6 - What Happens When a Loved One Passes Away?

Horizon Advisers Unleashed Podcast

Horizon Advisers Unleashed Podcast
#6 - What Happens When a Loved One Passes Away?
Mar 17, 2021 Episode 7
Ryan Kus, Alex Dinser, and Andrew Hinrichs

Alex, Ryan, and Andrew discuss what to do when a loved one passes away. They have helped many families through this difficult time. There is so much happening at once that it can become a BLUR.

- Emotionally coping with the loss of a loved one.

- Making all the funeral arrangements. 

- Evaluating the financial situation, consolidating accounts, and filing life insurance claims.

Some have this all planned out and others are unorganized. What do you do first? What should you be thinking about? Even an uncomplicated estate has many steps. Horizon believes it takes a team to efficiently transfer an estate.