{"id":14512,"date":"2023-02-28T15:26:39","date_gmt":"2023-02-28T21:26:39","guid":{"rendered":"https:\/\/johnsonwim.com\/?p=14512"},"modified":"2024-01-29T11:28:31","modified_gmt":"2024-01-29T17:28:31","slug":"surviving-child-financial-checklist","status":"publish","type":"post","link":"https:\/\/johnsonwim.com\/surviving-child-financial-checklist","title":{"rendered":"Surviving-Child Financial Checklist"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"14512\" class=\"elementor elementor-14512\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-40a35f36 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"40a35f36\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-5815c50b\" data-id=\"5815c50b\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-12e53644 elementor-widget elementor-widget-text-editor\" data-id=\"12e53644\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>The loss of a parent is difficult enough, but it can be made worse when grief is compounded by worry and confusion over the prospect of dealing with their financial affairs. A recent study from the National Center for Health Statistics suggests:<\/p><p>\u2022 Over 30% of retired Americans need assistance in managing their finances and other legal affairs.<br \/>\u2022 Of that 30%, over half of them will make decisions or seek professional advice without their children present.<\/p><p><br \/><input name=\"gform_field_values\" type=\"hidden\" value=\"\" \/><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-8624b7f elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"8624b7f\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-50bee60\" data-id=\"50bee60\" 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confusion over the prospect of dealing with their financial affairs. A recent study from the National Center for Health Statistics suggests:<\/p>\n<p>\u2022 Over 30% of retired Americans need assistance in managing their finances and other legal affairs.<br \/>\n\u2022 Of that 30%, over half of them will make decisions or seek professional advice without their children present.<\/p>\n<p>Every person\u2019s situation is unique, and some parents make a conscious effort to involve their adult children in financial matters or at least make provisions before they pass away to ensure that the process of organizing their affairs won\u2019t be burdensome. When parents try to get their children informed about their financial situation, it can lead to stronger family ties and help the children develop a better understanding of what they need to do to prepare for their own retirement. <\/p>\n<p>With that in mind, this report provides a checklist that is designed to be used by:<\/p>\n<p>\u2022 Parents nearing retirement as a guideline for helping their children better prepare to take over financial matters when the time comes.<br \/>\n\u2022 Adult children whose parents have recently passed away, leaving little or no guidance on how to handle their affairs.<\/p>\n<p>Common Issues<br \/>\nThere are several common issues to be addressed when any parent passes, and this checklist is designed to cover the broadest possible range, including:<\/p>\n<p>\u2022 Important documents<br \/>\n\u2022 Funeral arrangements<br \/>\n\u2022 Taxes<br \/>\n\u2022 Life insurance<br \/>\n\u2022 Savings and investment accounts<br \/>\n\u2022 Credit debt<br \/>\n\u2022 Identity protection<br \/>\n\u2022 Social Security<\/p>\n","protected":false},"author":1,"featured_media":16505,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_theme","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-gradient":""}},"footnotes":""},"categories":[4,5],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Surviving-Child Financial Checklist - Johnson Wealth and Income Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/johnsonwim.com\/surviving-child-financial-checklist\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Surviving-Child Financial Checklist - Johnson Wealth and Income Management\" \/>\n<meta property=\"og:description\" content=\"The loss of a parent is difficult enough, but it can be made worse when grief is compounded by worry and confusion over the prospect of dealing with their financial affairs. A recent study from the National Center for Health Statistics suggests:  \u2022 Over 30% of retired Americans need assistance in managing their finances and other legal affairs. \u2022 Of that 30%, over half of them will make decisions or seek professional advice without their children present.  Every person\u2019s situation is unique, and some parents make a conscious effort to involve their adult children in financial matters or at least make provisions before they pass away to ensure that the process of organizing their affairs won\u2019t be burdensome. When parents try to get their children informed about their financial situation, it can lead to stronger family ties and help the children develop a better understanding of what they need to do to prepare for their own retirement.   With that in mind, this report provides a checklist that is designed to be used by:  \u2022 Parents nearing retirement as a guideline for helping their children better prepare to take over financial matters when the time comes. \u2022 Adult children whose parents have recently passed away, leaving little or no guidance on how to handle their affairs.  Common Issues There are several common issues to be addressed when any parent passes, and this checklist is designed to cover the broadest possible range, including:  \u2022 Important documents \u2022 Funeral arrangements \u2022 Taxes \u2022 Life insurance \u2022 Savings and investment accounts \u2022 Credit debt \u2022 Identity protection \u2022 Social Security\" \/>\n<meta property=\"og:url\" content=\"https:\/\/johnsonwim.com\/surviving-child-financial-checklist\" \/>\n<meta property=\"og:site_name\" content=\"Johnson Wealth and Income Management\" \/>\n<meta property=\"article:published_time\" content=\"2023-02-28T21:26:39+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-01-29T17:28:31+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/johnsonwim.com\/wp-content\/uploads\/2023\/02\/Johnson-Wealth-and-Income-Management-Surviving-Child-Financial-Checklist-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1000\" \/>\n\t<meta property=\"og:image:height\" content=\"1295\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Johnson Wealth &amp; 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A recent study from the National Center for Health Statistics suggests:  \u2022 Over 30% of retired Americans need assistance in managing their finances and other legal affairs. \u2022 Of that 30%, over half of them will make decisions or seek professional advice without their children present.  Every person\u2019s situation is unique, and some parents make a conscious effort to involve their adult children in financial matters or at least make provisions before they pass away to ensure that the process of organizing their affairs won\u2019t be burdensome. When parents try to get their children informed about their financial situation, it can lead to stronger family ties and help the children develop a better understanding of what they need to do to prepare for their own retirement.   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