#025: What to do when Someone Dies
Big Picture Retirement®
Devin Carroll
4.7 • 546 Ratings
🗓️ 19 June 2017
⏱️ 24 minutes
🧾️ Download transcript
Summary
Death is never a pleasant topic. What is less pleasant is passing away suddenly with no planning in place and no way to help your family transition through the process.
John walks us through 5 things to do after someone dies:
- What to do prior to death
- Immediately after a death
- Within a few days of a death
- The first 2 weeks after a death
- During the year after a death
To download the checklist resource, visit http://www.bigpictureretirement.net or http://rossandshoalmire.com
Transcript
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| 0:00.0 | The Big Picture Retirement Show does not provide specific tax, legal, or financial advice. |
| 0:05.1 | Listeners are encouraged to seek out their own advisors in these areas. |
| 0:13.0 | Hello everyone and welcome to the Big Picture Retirement Show, where we deliver insight on what you need to know for a meaningful retirement. |
| 0:20.3 | If you are planning for or living in |
| 0:22.7 | retirement, this is the show for you. I'm Devin, joined today, as always, by my co-host, John. Hello, John. |
| 0:30.4 | Howdy. So, John, one of the most perplexing things that can happen is when someone dies, it's either by surprise or it's not, but it's still a very taxing time either way. |
| 0:43.7 | Right. And it's one thing when you know that it's coming. Right. People can have difference of opinions on it, but it does give you a chance to prepare. |
| 0:52.3 | Yeah. Of course, the thing is, is that we all know it's coming. |
| 0:55.6 | Right. |
| 0:56.0 | We just don't know how imminent it may be. |
| 0:59.0 | Sure. |
| 0:59.5 | At any given moment. |
| 1:00.8 | For the folks that have lost somebody, particularly in the situations where it's sudden, |
| 1:05.6 | unexpected, I had a friend of mine and lost his dad due to a swimming accident. |
| 1:11.6 | You know, we're taking the family down to the river and just an accident. |
| 1:15.8 | Everybody was out. |
| 1:16.6 | Everybody's having a good time. |
| 1:17.9 | It's a beautiful day that ended in tragedy. |
| 1:21.1 | Wow. |
| 1:21.9 | Completely unexpected. |
| 1:22.8 | And because it's completely unexpected, that really throws everybody into a loop. |
| 1:28.8 | Yeah. |
... |
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