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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Any information presented about tax considerations affecting your financial transactions or arrangements is not intended as tax advice and cannot be relied on to avoid any tax penalties. Neither Merrill Edge® nor its Financial Solutions Advisors provide tax, accounting or legal advice. You should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with your personal professional advisor.

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