If I Had Only Known

Checklists & Guidance Before and After a Loved One Dies

The passing of a loved one brings about a tidal wave of emotions and unanticipated problems for families during a time of grieving. This guidebook offers step-by-step instructions on how your family can prepare for – and avoid – the most common missteps and challenges related to the death of a loved one. Whether you hope to make things easier or those you love after your own passing … or need guidance on making the best possible decisions about complex estate, probate, tax, and insurance questions on behalf of a grieving family … If I Had Only Known will help prepare you to make the right choices during an overwhelming and difficult time. We wrote this guidebook because we believe family members should never look back with regret and disappointment after the death of a loved one and think, "If only they'd known…" No matter how prepared you think you are for the death of a loved one, it still comes as a shock. This guidebook consolidates decades of insights from experienced financial professionals who have worked with thousands of families. It is designed to help you make the right choices and avoid the most common and costly mistakes when it comes to: • Life Insurance and personal wishes • Estate and legacy planning • Insurance • Wealth distribution strategy • Charitable and family bequests • Advance health care directives • Tax planning • Protecting the most vulnerable members of the family … and much more! The conversations you have with loved ones about death and dying are among the most difficult and yet, the most important that you will ever have. This guidebook makes those conversations easier and will help bring organized and thoughtful closure following a loved one's passing.