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Case Study: Preparing Your Spouse Financially for your Death
Manage episode 441574012 series 12842
Text us your financial questions!
Research Analyst Nick Antonucci, CVA, CEPA is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS® provide advice for a couple preparing for one spouse to die. They cover the importance of using a records organizer, titling accounts, Powers of Attorney, and including the spouse in meetings with their trusted advisers.
Read the Article: https://www.henssler.com/avoid-financial-isolation-a-plan-for-surviving-spouses
450 эпизодов
Manage episode 441574012 series 12842
Text us your financial questions!
Research Analyst Nick Antonucci, CVA, CEPA is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS® provide advice for a couple preparing for one spouse to die. They cover the importance of using a records organizer, titling accounts, Powers of Attorney, and including the spouse in meetings with their trusted advisers.
Read the Article: https://www.henssler.com/avoid-financial-isolation-a-plan-for-surviving-spouses
450 эпизодов
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