When a loved one dies, the details that need to be taken care of by survivors may be particularly overwhelming because it is such an emotional time. This checklist is intended to be a reminder of some of the details that may need to be attended to, both immediately and afterward. (Source: MFS Heritage Planning)
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Past performance is not an indication or guarantee of future results.