What issues should you consider if your spouse passes away?

We recognize the sensitivity of this matter and honor and respect your privacy; therefore, we do not collect your email, name, or phone number for this guide. If you want to talk to one of our advisors, you can click the Schedule a call button below.

Recently widowed? Here is a financial planning checklist to help you.

We realize that the loss of a spouse can be so difficult and you need time to grieve. The grieving process can make it difficult to deal with the long list of to-dos, especially alone. When it comes to finances, you might not have been the one to handle the money decisions. This could make the list of to-dos seem even more overwhelming. We wanted to provide a list of things to consider that could be helpful to you at this time. You can download the free checklist below.

We recommend finding a trusted professional to help you get through these items one at a time. We hope that this checklist will provide some help for you by combining many of the items you need to consider. Please contact us if you have any questions as you navigate this process. We want to be available and support you in any way we can. If this checklist would be helpful for a friend or family member, please forward them this email.

What issues should you consider if your spouse passes away

As you are going through the checklist, you might need access to our flowcharts for the following:

  1. Am I Eligible For Social Security Benefits As A Surviving Spouse?
  2. Will I Receive A Step-Up In Basis For The Appreciated Property I Inherited?

(Please reach out to us if you would like to receive these or if you want to walk through them with your advisor)

If you want to speak to one of our CFP® professional Wealth Planners who have extensive experience helping clients navigate this difficult time, please click the button below to schedule a call.