After a loved one dies, many decisions need to be made. Some decisions need immediate attention while others can be postponed. Everyone has their own timetable. In any case, it is important to know what specific steps should be taken and then prioritize.
Mortality is a natural part of the cycle of life. While it may not be a topic you want to talk about, you can make things a lot easier on yourself and your family if you get everything in good order before something happens to you. By doing so, it ensures that things in your life are organized so others can know what you want to happen when the need arises, whether it be at incapacitation or death.
Review the various recent tax laws that affect your IRA distributions. We believe this is very important and you should always be kept informed of new rules that apply to you and your financial situation.
