Loss of Spouse

On top of the grief of losing a spouse, there can be much worry and stress involved surrounding the financial implications following their death. This can be even worse if the surviving spouse was not as involved in the couple’s financial matters.

Some of the issues we can help you with during this emotional and trying time are regarding pension plans, investment accounts and risk tolerance, Social Security and other sources of income, cash flow needs, taxes and insurance coverage. With your permission, we can also work with your attorney and CPA to make this time as easy on you as possible.