How to Protect Your Loved Ones After a Partner’s Passing (Ep. 8)
When the unimaginable happens, grief and financial chaos often collide. Preparing now could spare your loved ones from unnecessary hardship.
Marc Hernandez draws on decades of expertise to guide listeners through the intricate financial and legal challenges that arise after losing a spouse or partner.
Packed with actionable insights and real-life examples, this conversation delivers a clear roadmap for navigating difficult transitions and sidestepping costly mistakes. From notifying key agencies to safeguarding against identity theft, you’ll gain the tools needed to maintain your loved ones’ future while managing this complex time with confidence.
Tune in and learn how to update beneficiaries, prevent family disputes, and leverage professional advice to create a foundation of stability for yourself and your family!
Key Highlights:
- Organize Legal Essentials: Create a valid will, obtain multiple certified death certificates, and document final wishes
- Notify Key Agencies: Contact Social Security, veterans’ services, employers, and financial institutions to manage benefits and close accounts
- Prevent Identity Theft: Notify credit bureaus to uncover hidden debts and accounts
- Avoid Family Disputes: Foster open communication to prevent disagreements over assets and sentimental items
- Seek Professional Guidance: Learn how financial advisors, CPAs, and attorneys simplify the process and protect assets
- Safeguard the Future: Update beneficiaries, legal documents, and account ownership to avoid complications for future heirs
- And much more!
Connect with Marc Hernandez:
- LinkedIn: Marc Hernandez
- Marc@MAHFinancial.Biz
- MAH Financial
- (956) 994-0407
Connect with Carlos Lopez:
- LinkedIn: Carlos Lopez
- carlos@mahfinancial.biz
- MAH Financial
- (956) 994-0407
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