Hosted by Armando Roman
What to do After The Passing of a Loved One (Legal, Tax and Financial Planning Requirements)
In Ep. 54 of the #FoundersGuidePost Podcast, I speak with:
- My business partner and Wealth Advisor, Tom Marki
- Tax CPA, Greg Patel
- Estate planning attorney, Richard Keyt
about the importance of proactive estate planning and financial preparation to help families handle the legal, financial, and tax challenges that come after the loss of a loved one.
We talk about the need to regularly update estate documents, make sure assets are titled correctly, and work with a team of advisors—like financial advisors, attorneys, and tax professionals.
This planning helps reduce stress and the administrative load on families during a difficult time. By planning ahead, families can avoid issues with accessing financial assets and make the process much smoother.
What You’ll Learn:
- Proactive estate planning: This helps avoid legal and financial problems after a loved one passes away.
- Work with a team of professionals: Having a coordinated team of financial advisors, attorneys, and tax experts ensures that all legal, financial, and tax-related issues are handled smoothly and efficiently after someone’s death.
- Managing taxes and assets: After a death, families need to file tax returns for the deceased and their estate.
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Links & Resources
Preserve Your American Success Story!
Have estate planning questions? Ask Richard Keyt at rk@keytlaw.com
Have tax questions? Ask Greg Patel with MBE CPAS and call 608-356-7733
Find Tom on LinkedIn
Find Armando on LinkedIn
About the Founders Guide Post Podcast
The Founder’s Guide Post Podcast is dedicated to guiding you through the journey of selling your business with insights from industry experts and successful Entrepreneurs.
Learn from Armando Roman, an experienced wealth management professional and CEO of AXIOM Founder’s Family Office, as he shares insights and strategies for comprehensive wealth preservation and growth.
