Help for Surviving Spouses
The death of a spouse can happen at any age and can be one of life’s most stressful events. Each situation is different and can provide its own unique challenges.
The Consumer Financial Protection Bureau has information and resources that can help. Not knowing what needs to be done, or what is top priority can add additional worries. One tool available through CFPB is a financial step-by-step guide for the surviving spouse. The document found HERE provides a guidance such as:
- A financial checklist
- Bills worksheet
- Important documents to gather
- Where to find help
- And more
There are additional resources HERE that include topics such as unknown debt and help with housing decisions.
We can never be fully prepared for such a loss. However, having documents in order and equipping both spouses with financial information can help the process go more smoothly. CFPB has provided a few tips HERE to help you get started.
If you would like to plan so you are prepared, I can help. We can create a budget, discuss important documents, and determine if additional financial goals are needed.
CLICK HERE to schedule your Personal Financial Coaching Session.
Lisa Atkinson
TFCU | Personal Financial Coach
latkinson@dbctl.com
As a Personal Financial Coach, I do not provide legal or tax advice. Tucson Federal Credit Union does not guarantee that this service will achieve any particular objective or outcome. For any legal advice, please seek the advice of an attorney or tax professional.
