What to Do When Someone Dies

Zeigler and Associates helps our clients avoid costly and irreversible mistakes often made shortly after the death of a loved one. Please contact us before discussing the decedent’s finances with anyone.

Zeigler and Associates cost effectively directs our clients through the complex and confusing rules that govern banks, brokerage houses, real estate titles, safe deposit boxes, IRAs, 401(k)s, pensions, annuities and a myriad of other assets. We simplify this process by explaining which accounts to close, and which accounts to leave open. Survivorship benefit elections and their tax consequences for retirement plans and IRAs are confusing at best. In short, Zeigler and Associates will evaluate and recommend choices that best suit each clients’ individual circumstances.

Download our published article What Happens When Your Spouse Dies?

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