Ep 48: Financial Planning Following the Loss of a Spouse from Phil's Tax Hacks

Ep 48: Financial Planning Following the Loss of a Spouse

18 minutes Posted Aug 6, 2020 at 8:00 am.

Losing a loved one is inevitable.

What’s the biggest immediate concern financially?

What challenges are the remaining spouse left to deal with?

Did you realize the tax bracket may change?

Are all of the beneficiaries and estate documents in place?

Does your financial plan include a list of what to expect later on?

Are your children privy to some of your financial information?

Mailbag: Is it typical to work with a financial advisor who doesn’t talk about Social Security or life insurance?

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Show notes

What happens to your financial plan once one spouse passes away? Is your plan organized and prepared or will the surviving spouse be left with a mess? Let’s talk about all the financial decisions you’ll be faced with during this difficult life event.

Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-48-financial-planning-following-the-loss-of-a-spouse/

Watch the video podcast: https://youtu.be/qKlXF5Zd7gc

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