Articles and Insights

Stay informed on developments in the economy and global markets through articles from the Towneley team.

Private Clients, Institutions Towneley Private Clients, Institutions Towneley

What to do When a Loved One Dies: A Checklist for Survivors

When your loved one dies, you might inherit the overwhelming responsibility of winding up their life. Aside from the funeral or memorial, there is much to attend to, including closing financial accounts, canceling recurring payments, and preparing the decedent's final tax return. Many of these tasks require focus and attention, which can add stress to an emotional time. Be kind to yourself. Don't try to handle everything alone if you don't have to. When people ask if they can help, take them up on their offer.

Read More