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loss of a spouse or loved one

The following articles and presentations are copyrighted by Broadridge Investor Communication Solutions, Inc. They do not represent or promote any insurance or financial institution or products. 
Loss of a Spouse or Family Member
Loss of a Spouse - Detailed Outline
Planning a Funeral
Paying for a Funeral
Settling an Estate
Claiming Life Insurance Benefits
​Claiming Survivor's and Death Benefits
Social Security Survivor Benefits
Inheriting an IRA or Employer-Sponsored Retirement Plan
Death of a Family Member Checklist
William F. McAllister, Jr., CLU®
1002 Summer Hill Drive
South Windsor, CT  06074
860-836-9314
bill@harmonywealthstrategies.com

harmony wealth strategies 
building and safeguarding your financial world
Serving South Windsor and Greater Hartford Connecticut
Copyright 2021 William F. McAllister, Jr.,CLU®

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  • Home
  • Our Process
    • Get Organized
  • Contact Us
  • News
  • Resource Library
    • Planning for Life Changing Events
    • Financial and Estate Planning Basics
    • For Business Owners
    • Government Benefit Programs
    • Recommended Reading
    • Testimonial