Kathryn T. Joseph & Associates, Inc.
216-245-0504

January 2019 Archives

Steps to take after someone dies

Family comes together when a loved one passes away. You're all there for each other emotionally. You offer support and help one another get through a difficult time. Even when it's expected, that doesn't necessarily mean it's easier. You need that support system.

You may be surprised to find out you are a beneficiary

A will is not the only way to divide assets. You may also obtain those assets if you're a beneficiary listed on a financial account. For instance, perhaps your parents took out a life insurance policy and listed you as the beneficiary, meaning that the policy pays out to you when they pass away.

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Kathryn T. Joseph & Associates, Inc.
Executive Commons West
29425 Chagrin Blvd.
Suite 305
Cleveland, OH 44122

Toll Free: 888-335-6650
Phone: 216-245-0504
Fax: 216-765-8817
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