When a loved one dies the details that need to be taken care of by survivors may be overwhelming during such an emotional time.

Immediately

• Determine decedent’s wishes.
• Contact the funeral home and determine cost. (Veterans can be buried in a national cemetery free.)

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Lump sum distributions from an inheritance or a divorce settlement come with some complexities.

There are timing issues. For example, you may need to make certain decisions in a timely manner if you are planning on reinvesting the assets. And if you are planning on reinvesting the assets, you should consider the short term and the long term along with your lifestyle and other assets.

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