Episode 33: Things to Consider After the Passing of a Parent

Oct 15, 2022

On this episode, Isaac Wright, CFP®, ChFC®, and Kevin Buenvenida, CFP® discuss several high-level points to help you navigate the passing of a parent. Not only is the passing of a loved one an emotional journey, but a financial one that can be a lengthy process that can last years for some. Take a few minutes to review the downloadable checklist and speak with one of our financial planners today if you have any questions.

Here are just a handful of the things that we'll discuss:

  • Income cash flow needs
  • Social Security benefits
  • Asset transfers
  • Employer life insurance and disability policies
  • How a financial planner can help you with your unique situation


WMT Episode 33 Cover Image

Get your complimentary copy of What Issues Should I Consider If My Parent Passes Away?