
In my line of work, I have the unfortunate job to deal with the passing of someone’s spouse, parent, or sibling. I see how, in these moments of grief, if the details aren’t thought of ahead of time, the pain can be compounded with the frustration of trying to navigate through the messiness of financial matters not thought of ahead of time.
Recently, a friend died, and now her husband not only has to deal with the grief of losing his spouse, but also with all the details of their financial life.
It soon became evident that he did not know the details of their finances (he didn’t even know the password to the checking account). And because of this, I thought that I would take the...