Money Issues of Surviving Spouses

Tom Lauricella of the Wall Street Journal wrote an interesting article about the money issues that confront a surviving spouse after the death of a spouse.  The article provides a good summary of the logistical, legal and financial issues and the benefits of planning ahead.

Too many people, for whatever reason, do not plan ahead.  Whether it is the cost or the uncomfortable conversations that must take place, those issues pale in comparison to the responsibilities of a surviving spouse (at the worst possible time). Most of my clients express relief when they are done with their planning process so, despite the uncomfortable conversation, the end result is a stress reliever.  The cost, in most cases, is quite reasonable.

When compared to the sad and stressful days following the death of a spouse, the planning process is relatively easy and inexpensive!

If you are considering a will, trust or other documents, please call for an appointment.  Consultations are always free!