{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Trust Us: Estate Planning Wisdom","title":"Dealing with Loss: Understanding Your Estate Planning Steps","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/c343deef\"></iframe>","width":"100%","height":180,"duration":1459,"description":"In this episode of Trust Us: Estate Planning Wisdom, Danielle Friedman, Herb Fineburg, and Charles Max McCauley walk through the essential first steps after the loss of a spouse. From handling funeral arrangements to locating assets, understanding Social Security benefits, and navigating probate, the hosts provide practical, compassionate guidance for surviving spouses. This episode emphasizes what truly matters in those early days—taking time to grieve, seeking trusted professional help, and knowing you don’t have to navigate the process alone.\n\nEpisode Timeline\n\n00:00 Introduction to Post-Death Planning\n02:15 Grief First: Why Nothing Is Immediate\n05:30 Funeral Arrangements & Prepaid Plans\n08:10 First Calls: Attorney and Accountant\n11:20 Using Tax Returns to Locate Assets\n14:05 Reviewing Mail & Financial Records\n17:20 Importance of the Death Certificate\n22:15 Social Security Benefits & Next Steps\n27:45 Employer Benefits & Insurance Coverage\n32:10 Tracking Assets Through Bank Statements\n36:25 Digital Assets & Password Access\n41:50 Understanding Probate & How to Avoid It\n46:30 Managing Bills and Creditors\n50:15 Final Takeaways: You Don’t Have to Do This Alone","thumbnail_url":"https://img.transistorcdn.com/yQE3SNgEH6wMEkja2w4oecXAxXPejm0e0gX5yc9xKEo/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS83N2Zh/M2MyYzNiMDJiMmYx/ODAzOGVlN2EzYWY0/Y2Q3OS5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}