Losing a loved one is emotional enough without having to navigate legal paperwork, financial accounts, and estate settlement decisions at the same time. Yet for many families, those responsibilities begin almost immediately after a death occurs, often without clear guidance or preparation.

In this episode of the A Wiser Retirement® Podcast,  Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta, discuss what really happens after someone dies, common estate planning mistakes, and how families can avoid unnecessary stress, delays, and expenses.

Related Podcast Episodes: 

Ep 314. The Simple Estate Planning Error That Could Hurt Your Family

Ep 329. Digital Estate Planning: What Happens to Your Online Life?

Related Financial Education Videos:

Prevent Family Conflict with Legacy Planning 

A Financial Advisor's Role in Legacy Planning

Other Links:

AG Law, LLC

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This podcast was produced by Wiser Wealth Management. Thanks for listening!