Financial Issues After a Funeral

Sep 16, 2013 | 0 comments

Steve Margulin, CPA, CFP and Life Coach

Steve Margulin, CPA, CFP® and Life Coach

Even with the best laid plans, a host of tasks await the executor of an estate. Along with funeral planning, effective financial planning helps reduce stress, minimize conflict and save money.

This week’s episode of A Good Goodbye TV focuses on the intricacies of financial planning, especially when it regards death and taxes. Steven P. Margulin, CPA, CFP® and Life Coach, is the special guest interviewed on this show.

During this interview he covers topics such as:

  • Income tax issues people should be aware of in the year of death.
  • The many different financial elements that need to be tackled after a death in the family.
  • How to start spending money accumulated after a lifetime of saving and investing.
  • Ways to smooth out financial bumps in the road later in life.
  • What people need to know about death and taxes.

Steve Margulin CPA, CFP® is a certified instructor with the Financial Educators Network and teaches Retirement Planning Today® seminars in Albuquerque and Santa Fe. His teaching manner is informative, approachable, and entertaining. He intersperses his seminar material with interesting real-life examples from his more than 20 years of experience in the field. He is also a Trusted Advisor and Life Coach. His website is

A Good Goodbye TV is an educational and entertaining 12-episode series of 30-minute programs with expert interviews on “everything you need to know before you go.”

Host Gail Rubin brings a light touch to a serious subject. Like her award-winning book, A Good Goodbye: Funeral Planning for Those Who Don’t Plan to Die, the television program covers information most people don’t know about until faced with a death in the family.

A Good Goodbye TV sponsors include: FRENCH Funerals-Cremations, Compassion and Choices, Katzman Monument Company, the estate planning law firm of Morris Hall PLLC, and the website



The first 12 programs is available as a set of four DVDs with three interviews per disc. A Good Goodbye TV interviews are grouped by content:

  • DVD 1  Over My Dead Body: Essentials of Funeral Planning – Preneed funeral planning, cremation, cemetery Q&A
  • DVD 2  Trending Topics: Pets, Funeral Parties and Going Green – Pet loss grief and disposition choices, life celebrations and celebrants, green burial and eco-friendly funerals
  • DVD 3  Death and Taxes: A Primer on Finances and Funerals – estate planning, financial planning, cost management
  • DVD 4  Good Grief! Save Money, Live and Die Better – Medicaid and more, advance directives, grief counseling

Place your order for A Good Goodbye TV today! GET THE 4-DVD SET FOR $24.99. Click here to order.

A Good Goodbye