WealthStyle Podcast

What To Know When Handling a Parent’s Passing with Lou Mohn (Ep. 108)

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When Lou Mohn’s mother passed away, he found himself navigating not just grief, but the full weight of estate, financial, and logistical complexity. 

Despite being a seasoned advisor, Lou was surprised by how many small but critical details were missing, from automatic subscriptions and Social Security clawbacks to safe deposit box keys and the burial plot’s location.

What to expect in this episode:

  • The small financial oversights that drain estates without notice
  • Why even organized families can miss key post-death logistics
  • The emotional and practical burden on surviving family members
  • How to start legacy conversations early (and make them easier)
  • And more!

    • Connect with Iván Watanabe:

    • Opus Private Client, LLC 
    • [email protected]
    • LinkedIn: Iván Watanabe
    • YouTube: OPUS Private Client, LLC

      • Connect with Evan Wohl:

      • Opus Private Client, LLC 
      • [email protected] 
      • LinkedIn: Evan Wohl
      • YouTube: OPUS Private Client, LLC

        • Connect with Lou Mohn:

        • Opus Private Client, LLC 
        • [email protected]
        • LinkedIn: Louis Mohn
          • ...more
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