Surviving-Child Financial Checklist

The loss of a parent is difficult enough, but it can be made worse when grief is compounded by worry and confusion over the prospect of dealing with their financial affairs. A recent study from the National Center for Health Statistics suggests:

• Over 30% of retired Americans need assistance in managing their finances and other legal affairs.
• Of that 30%, over half of them will make decisions or seek professional advice without their children present.


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