Key issues a surviving spouse may face are:

  • Taking a complete inventory of the family’s assets and debts;
  • Making arrangements for services and final expenses of the deceased;
  • Loss of some Social Security income and/or pension income from the deceased spouse, which may affect the survivor’s ability to pay on-going living expenses;
  • Settling the estate of the deceased spouse and distributing assets accordingly;
  • Becoming familiar with the family’s IRAs and investment assets and determining how to generate income for the surviving spouse;
  • Making claims on any life insurance for the deceased spouse and how to invest the proceeds.
  • Life & Estate planning for the surviving spouse.

Get in Touch