Losing your parent is a profound event. While one will certainly suffer the emotional impacts, there are also important financial actions to take immediately. Protecting your parents' legacy by managing their finances after their death is one of the most critical ways to honor their legacy. Chris Boyd, Jeff Perry, and Russ Ball discuss this sensitive issue and offer their own personal stories, thoughtful advice and lessons. Chris also details about inheriting an IRA from a loved one and the various rules surrounding beneficial accounts in general. For additional information on this topic, please click the links below:

https://www.library-messages.com/c9de15f9-d73a-4df0-953d-174013937f10/resource- center/estate/a-checklist-for-when-a-spouse-or-parent-passes

https://www.wealthenhancement.com/s/blog/what-to-do-after-a-parent-dies- MCILZXAWMCNVEJHHPLEXZJDK5G54

For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr