Inheriting Chaos With Compassion

Bobbi Olson Podcast

Author & Financial Planner, Jennifer Luzzatto shares ideas & resources for handling the financial chaos often left behind, after the passing of a loved one. Plus, CentsAble Bobbi discusses how families can work as a team now, to reduce the financial chaos left behind.

In This Episode

  • Coupling the loss of a loved one with the financial chaos left behind
  • Why the mail is so important, when dealing with your loved one’s finances
  • Checklist for getting financially organized
  • Why paper statements could be a better choice
  • To-Do list for managing your loved one’s estate
  • DIY versus professional help – where do you draw the line?
  • Dealing with debt or bankruptcies left behind
  • Misconceptions about inheriting debt & tax burdens
  • Managing care for dependents left behind, when financial resources are scarce
  • The other side of chaos
  • The difference between what if and what is
  • Why a will is so important, regardless of how much money you have
  • What happens if you don’t update your beneficiaries
  • The importance of professional help to manage inheritance
  • What you can do to make it easier for those you leave behind
  • The importance of knowing finances – even if someone else handles them day to day
  • Getting financially organized

Links and Resources

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