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Asset Planning Corporation – Knoxville, TN
Asset Planning Corporation - Knoxville, TN
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  • Home
  • Our Clients
    • Prime Time Savers
    • Approaching Retirement
    • Purposeful Retirees
  • How We Help
  • About Us
    • History & Values
    • Charity of the Month
    • Meet Your Team
      • JOE OTTAVIANO, CFP®, CKA®
      • PAUL K. FAIN, III, CFP®
      • SUZANNE HORNICK, CFP®
      • KATHY PATTY, FPQP®
      • ADAM KORNEGAY, CFP®
      • STEVE CARLSON
      • HOLLY GRAY, FPQP®
      • DANIEL MYERS
      • RANDEE SCHOENIKE
  • RESOURCES
    • Blog
    • Free Downloads
  • CONTACT

January 21, 2019

Loved One Passes Away

How to get accounts in order if a loved one passes away

Blog, Estate Planning, General PlanningBy Paul Fain, CFP®January 21, 2019

What happens to bank checking and deposit accounts when a loved one passes away? Is it a big concern for heirs? Certified Financial Planner Paul Fain joins us again to talk about your Sunday Money and 4 steps to get your accounts in order before your final day.     THIS IS POTENTIALLY A BIG…

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