Preparing for the Loss of a Spouse

You can never truly be prepared for when a spouse or partner passes away. There are so many decisions that need to made, all while dealing with a surge of emotions. Once you’re ready, our advisors are here to help guide you in considerations and decisions throughout the process.  

 

IMMEDIATE CONCERNS 

There are some items that need to be addressed as soon as possible, such as: 

  • Were written wishes of the deceased reviewed? 
  • Have funeral arrangements been made? 
  • Contact your financial professional, and/or attorney 

 

GATHER INFORMATION 

Soon, there will be documents that will need to be gathered and organized such as: 

  • Birth Certificate 
  • Death Certificate 
  • Marriage License 
  • Will 
  • Divorce Decree 
  • Life Insurance Policies 
  • Employee Benefits Information 
  • Tax Information 
  • Military Service Documents 
  • Investment Documents 

 

UPDATE CONTACTS 

Professional relationships and arrangements will need notification and possibly updating. This can include: 

  • Financial professionals 
  • Accountants 
  • Social Security 
  • Military Benefits 
  • Insurance Companies 
  • Beneficiary Information 
  • Accounts, titles and licenses for vehicles, real estate, banks, investment accounts, retirement accounts, 

 

SETTLING THE ESTATE 

There are several legal and financial considerations once a loved one has passed. Work with your attorney to better understand the process and the laws within your state. 

  • Contact the executor, administrator, trustee(s), guardians, and heirs. 

 

There are professionals to help you through this difficult time. A financial professional can help you update your financial plan based on benefits you’ve received, create a budget for your new income and expenses, revisit your retirement plan, and weigh any decisions about cashing out investments. 

Office Locations

Louisville

2201 High Wickham Place
Louisville, KY 40245
502.753.0609

Cincinnati

100 E-Business Way
Suite 110
Cincinnati, OH 45241
513.842.1700

Bowling Green

1048 Ashley Street
Suite 301
Bowling Green, KY 42103
270.843.4115

Indianapolis

5750 Castle Creek Parkway North Drive
Suite 170
Indianapolis, IN 46250
877.634.9757

Grand Rapids

607 Cascade West Parkway
Grand Rapids, MI 49546
844.476.2744

Elizabethtown

2901 Ring Rd

Elizabethtown, KY 42701
SCA 270.769.6371

270.990.9000

Paducah

4730 Village Square Drive
Suite 100
Paducah, KY 42001
270.443.8711

Bardstown

713 McDowell Blvd
Bardstown, KY 40004
502.348.1433

Atlanta

3625 Cumberland Blvd., Suite 1485
Atlanta, GA 30339
678.681.9518

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Portions of the content on this website were prepared by Marketing Library Inc.

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Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group. View our privacy policy here.

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