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Something More is a Financial Talk Show. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

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  2. What to do when a parent dies?

What to do when a parent dies?

Mar 31, 2025

Losing your parent is a profound event. While one will certainly suffer the emotional impacts, there are also important financial actions to take immediately. Protecting your parents’ legacy by managing their finances after their death is one of the most critical ways to honor their legacy. Chris Boyd, Jeff Perry, and Russ Ball discuss this sensitive issue and offer their own personal stories, thoughtful
advice and lessons. Chris also details about inheriting an IRA from a loved one and the
various rules surrounding beneficial accounts in general.
For additional information on this topic, please click the links below:


https://www.library-messages.com/c9de15f9-d73a-4df0-953d-174013937f10/resource-
center/estate/a-checklist-for-when-a-spouse-or-parent-passes


https://www.wealthenhancement.com/s/blog/what-to-do-after-a-parent-dies-
MCILZXAWMCNVEJHHPLEXZJDK5G54


For more information or to reach Chris Boyd or Jeff Perry, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr