How Advisors Can Help Young Clients Who Lose a Spouse

Expert Opinion September 10, 2024 at 03:26 PM
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What You Need To Know

  • The surviving spouse often faces some immediate financial challenges, like paying for the funeral and maintaining insurance coverage.
  • When they are ready, you can help with estate and lifestyle planning.
  • A widow or widower is likely to need compassion, support and care to best manage their financial situation.
Romy Pavolotsky Bokeh