Description:

In this episode of REST in Peace Podcast, Katina Pantazas estate planning attorney at e-Estates and Trusts, PLLC breaks down crucial steps to take when a spouse passes away. From notifying friends and family to handling essential documents like death certificates and insurance claims, Katina provides a practical checklist to guide you through this challenging time. She also offers insights into working with estate planning attorneys, managing assets, and understanding probate and trust administration. For anyone navigating the complex aftermath of losing a loved one, this episode is a must-listen resource for clarity and support.

Summary:

Katina Pantazas discusses essential actions following a spouse's death, including

1. Notifying family,
2. arranging funerals, and
3. securing death certificates.

She emphasizes consulting with a lawyer specializing in trusts and estates and financial advisors to manage wills, trusts, and tax implications.

The podcast also covers notifying Medicare, Social Security, and the Veterans Administration and advises on financial management and emotional well-being during this time.

With this episode, she aims to provide a clear checklist and guidance for managing the legal and financial aspects of a loved one’s passing.