1. A Legacy Of Love
2. Excusses excusses
3. Insured your love
Life Insurance Death Claim Checklist
When a loved one dies, you must complete a variety of tasks. Shortly after the funeral or memorial service, it is important to take care of certain financial obligations. Taking care of these tasks now will help to avoid delays and confusion that may occur if these tasks are neglected.
This life insurance checklist is designed to help you get through the weeks immediately following the death of a loved one.
Obtain certified copies of the death certificate.
The family doctor or medical examiner will supply and sign the death certificate within 24 hours of death and state the cause of death. The remainder of the form usually is completed by the mortuary handling the final affairs and filed with the state registrar. You will need a certified copy of the death certificate every time you apply for benefits or need proof of the death. It is best to get 10 to 15 certified copies, depending on the complexity of the estate. Photocopies will not be accepted.
From Ric Edelman
Here’s what to do now if retirement is on your horizon.
1. Decide how you are going to spend your time. What are you going to do during the first 6 to 12 months in retirement, and what do you plan to do for the rest of your retired life?
2. Determine (realistically) how much money you will spend monthly. Remember to include periodic expenditures such as gifts, vacations, taxes, an occasional new car, and emergencies.