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

• Salt Pinch Creative
• Inheriting Chaos with Compassion
• Email Jennifer Luzzatto: jennifer@summitrva.com
• Summitfinancialpartnersrva.com
• Initial Checklist After a Loved One Dies
• Getting Financially Organized Checklist