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Life Events: Losing a Loved One

Life happens. Will you be ready?
Throughout your investing life, you're going to experience life events — some planned, some not — that will affect your finances.
We're here to help you prepare for those critical times of financial change.

Losing a loved one

The last thing anyone wants to prepare for is the loss of a loved one. But there are important decisions to make, and planning ahead can help make this time a little less stressful.
Keep in mind:
Gather important financial documents
Notify institutions responsible for payments and assets
Set a budget for the funeral, if it was not preplanned
Consider the executor

Preferred Rewards

Preferred Rewards lets you enjoy real benefits and rewards on your Merrill Edge® investment and Bank of America® banking accounts. And as your balances grow, so do your benefits.

What to know when a loved one passes

Learn what's involved in settling the estate, particularly bills, taxes and other outstanding debts.

If your spouse dies without a will

What to consider when your spouse dies without a will or trust to bequeath.

Planning and paying for a funeral

Understanding your rights and responsibilities can help make the process go more smoothly.
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