When a loved one passes away—what families need to know
The death of a loved one is among the most difficult transitions in life, in part because a long to-do list adds to the burden of grief. But thoughtful preparation can help make that transition a little less overwhelming. In this episode of the I’ve Been Meaning To Do That podcast, Truist Wealth specialists Ashley Alderman and Tom Martyn join host and head of Investment Management Oscarlyn Elder to share practical guidance on reviewing estate plans, preparing loved ones for important responsibilities, and understanding the estate settlement process after a death. They explore how conversations, planning, and guidance can help loved ones focus more on each other and less on financial uncertainty. Also in the discussion: How to handle difficult conversations with aging loved ones The unintended consequences of common estate planning mistakes Choosing the right executor, trustee, or other fiduciary The value of advisors in the estate settlement process Additional information and resources are available at Truist Wealth’s trust and estate planning webpage. If you’d like to take notes on today’s episode, you can download this free template. Podcast worksheet Have a question for Oscarlyn or her guests? Email DoThat@truist.com
