top of page
Search

When the Time Comes to Say Goodbye.



Its never easy and I don’t want to make it sound like I have personally dealt with this situation, but there will be a time when it will happen.


Why am I writing about this? A close friend of mine informed me that his mother, also a client, was recently diagnosed with a very aggressive gastric cancer. At her age, the course of treatment would be very aggressive and even with the treatments, her prognosis wasn’t great. I have had numerous conversations with my friend

and his mother. Answering questions about Medicare insurance, hospice, long term care, life insurance and wills have been discussed numerous times with fine details and points covered.


Ultimately, his mother has decided to forgo treatment and enjoy the time she has with her kids and grandkids! That news wasn’t easy for my close friend to take, nor was it for me when they called me to tell me! Over 22 years of doing this and I am just as emotional as the family is when I get phone calls about a passing of a

client and friend!


I put together this checklist for the family to consider after the goodbyes:


1. Call your attorney

2. Contact the Social Security Administration

3. Locate the will and trust documents

4. Contact former employers

5. Contact the VA if they were a veteran

6. Notify all insurance companies both life and health

7. Update property titles

8. Update joint account: banking, investment, and credit accounts

9. Contact the 3 credit bureaus

10. Meet with your CPA/accountant

11. Contact your financial professional.


Look for more information in the upcoming newsletter, I will give more details for each and include important contact numbers. The list is not in order of importance, but more of a guide of things to consider.

 
 
 

Comments


11931 Wickchester Ln. Ste 100

Houston, TX 77043

Our Office is located at:

Give us a call!

 (713)-955-7522

Houston
San Antonio

(210)-858-9025

19202 Huebner Rd. Ste 100

San Antonio, TX 78258

Disclaimer
This website is not connected with or endorsed by the U.S. government or the federal Medicare program. www.medicareinanutshell.com is privately owned and operated. www.medicareinanutshell.com is a non-government resource. We make understanding Medicare easy. If you are looking for the official Medicare website, please visit www.Medicare.gov. 


 All rights reserved.Individual savings may vary, and are not guaranteed. Coverages and discounts subject to state availability and individual eligibility. ** This is not a complete listing of plans available in your service area. For a complete listing please contact 1-800-MEDICARE (TTY users should call 1-877-486-2048), 24 hours a day/7 days a week or consult www.medicare.gov. *** www.medicareinanutshell.com takes no responsibility and assumes no liability for any content posted by consumer or any third party. www.medicareinanutshell.com is a licensed and certified representative of a Medicare Advantage  [HMO, PPO and PFFS] organization, a stand-alone prescription drug plan with a Medicare contract, and Medicare Supplement. Enrollment in any plan depends on contract renewal. By clicking the "Submit” button, you are agreeing by electronic signature to give www.medicareinanutshell.com prior express written consent to call you at the phone number you provided in the above form (even if it is a mobile phone number) to market our product and services to you and for any other purpose. By clicking the button, you also agree that we may use a computer or other automatic dialing technology to call you. Even if computerized dialing is used, there will be a human, not a recorded message, on the call when you pick up. If you do not answer a message will be left automatically. Clicking any button is not a condition to purchase. By completing the contact form above or calling the number listed above, you will be directed to a licensed sales agent who can answer your questions and provide information about Medicare Advantage, Part D, or Medicare Supplement insurance plans. Neither www.medicareinanutshell.com nor its agents are connected with or endorsed by the U.S. government or the federal Medicare program. Availability of carriers and products are dependent on your resident zip code. 

bottom of page