But even with a good idea of which assets are where, it is rare that you will have an exhaustive list of all assets readily available when your spouse dies and there may be assets about which you’re not aware. The majority of assets are often held jointly or at least known to the surviving spouse. Typically, a surviving spouse will have extensive knowledge of the assets comprising the deceased spouse’s estate. In this report, we’ll address some common misconceptions in this area and help identify mistakes that you may want to avoid.ĭownload the report (PDF) Believing you have a good handle on your spouse’s assets Still, it is often difficult to eliminate all issues and items that need to be addressed. One of the biggest misconceptions out there may be the belief that little needs to be done and the vast majority of the work occurs upon the eventual death of the surviving spouse.įortunately, with the proper planning in place, the “to-do list” potentially can be minimized. Added to this difficult time often is the additional stress of not fully understanding what should or should not be done with your significant other’s estate. The death of a spouse is an emotional and trying time.
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