Here are some tips to help you navigate through the maze.
The first thing you are going to want to deal with as a new window are your finances.
Don’t try to deal with the estate and all legal matters on your own!
Specifically, what any insurance you do have actually covers.
This is one specific area you are going to need to seek some legal advice on and you’ll likely need to site down with a financial adviser to see where you stand, insurance wise.
Now assuming you have an Attorney, a CPA, and a financial planner at hand, here’s the order at which you will need to handle your affairs.
When your spouse dies, there’s often the issue of insurance.
This is one of the best things you can do to help move yourself forward.
The attorney will help you make any needed changes to the estate documents which include any updates to your will and modification of any powers of attorney.
Now, this might not be something you want to consider at first, but it’s certainly a pressing issue.
There are three professions that you can look at to provide some solid advice on how to handle your finances: the attorney, the certified public accountant, and the financial planner.
We recommend you do set up an appointment with a CPA within the first month after your husband’s passing — this will ensure you can manage any pressing estate and tax concerns in a timely manner.
Keep in mind that the Federal tax filing deadline is April 15 — so you want to make sure everything is handled before this date.
This is especially important if you receive some sort of benefit package as the result of your husband’s passing.