Financial checklist when loved one passes

Plan on getting a minimum of 10 death certificates to deal with all the financial accounts (investments, insurance, savings, etc.) of your loved one.  That's from Brad Barrett, partner and managing director at One Capital Management who also says it's extremely important to speak with your loved one's estate planner attorney and/or Power of Attorney to make sure everyone is on the same page.

Brad also says after the post-life celebration, you need to speak with Social Security Administration and credit facilities like Equifax and Trans Union.  You'll also need to learn the rules about inheriting different financial accounts.

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The goal of Money Making Sense, a 4-time People's Choice Podcast Award finalist, is to help you find more financial peace.  Host Heather Kelly and guest experts focus on personal finances and analyzing family decisions.  The show discusses vacationing on a budget, how money affects relationships, retirement savings, reducing household expenses, and the financial impact of owning pets.  Along with celebrity interviews from the Sundance Film Festival and FanX Salt Lake focusing on finances.  Money Making Sense will give you practical ideas on how to improve your bottom line.