In this first episode of a three-part series with estate planning attorney Hailey Ferguson, Jeff and Hailey talk through what to do after the loss of a spouse.
They discuss how to build a priority list, and why in some situations it can be wiser to hold off on action than to act too quickly. Topics include insurance, death certificates, updating your estate plan and beneficiary designations, the step-up in basis, and real estate.
Hailey Ferguson is a Senior Estate Planning Attorney with Seymour & Vaughn. You can learn more about Hailey and contact her here: https://www.theseymourlawoffice.com/about/hailey-ferguson
