Funeral Directors Information Packet

There When They Need You Most

You're there helping to navigate through some of the important and difficult decisions affecting the financial future of a decedent's loved ones. Death and Taxes. Those are the two things most everyone knows are sure things in life. As our aging population gets wiser, many of them know to plan for that sorrowful yet certain encounter with Death. But wait! It can't all end there. We still haven't talked about "Taxes", not to mention what comes in between.

For people who are in the business of providing funerals and associated services for grieving families of departed loved ones, most know that what happens next can take on a life of its own. It's the transfer of wealth without the burden of complicated tax situations. Help your clients, both living and deceased, smoothly address and handle estate matters as part of the pre-planning funeral process and/or the settlement and distribution of family assets.

Some of What We Cover in Matters of an Estate:

• Who will control the estate
• How to establish the executor/trix or administrator
• Responsibilities of the executor/trix or administrator
• What authorities need to be contacted or notified
• What taxes have to be paid
• How and when to distribute assets
• Consequences of delayed settlement
• Locating assets and liabilities of the deceased

Let's See If We Can Help, Inc. has assisted hundreds of families since 2009 with guidance resolution and planning of matters related to estates. Unfortunately, they are often between the stages of death and taxes. This is a place where many of the assets, considered part of the generational wealth, get loss or taxed out of existence, leaving those left behind with little or nothing but confusion. Help ease the pain through this difficult time by offering our What to Do Next estate settlement guide and workbook. It is designed to offer a basic step-by-step list of subjects and concerns that must be addressed by the families of the decedent.

Please Note:  This kit is designed as a guide and not as advice for residents of Pennsylvania. If you are not a PA resident, please consult the state where you reside.

Courtesy of Let's See If We Can Help, Inc.  PO Box 8462, Philadelphia, PA 19101  215-665-8285