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How to PREPARE Financially for the Death of a Spouse
It’s a tough subject, but one that must be faced. As a couple, you’ve done everything you can to be financially secure upon retirement. But have you considered what the financial picture will look like after the first one of you passes? A loss of one Social Security check and the loss of a pension without survivorship rights will lower your income. Taxes will be higher, as you will begin filing as a single person instead of married. Preparation is key, and there are important things you can only do while you’re both alive. We share key strategies in this important legal webinar for all married couples.

Oct 28, 2021 12:00 PM in Pacific Time (US and Canada)

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