Episode 85: Dealing with the Death of a Spouse

While it’s unpleasant to think about, preparing for what happens when one spouse dies is a critical component of your financial plan. David has worked with several surviving spouses and shares what’s important to focus on when it comes to your financial plan during that transition.

 

Read more and get additional financial resources here: https://coveryourassetskc.com/episode-85-dealing-with-the-death-of-a-spouse/ 

 

Today's show schedule: 

1:45 - What are the financial difficulties following the death of a spouse?

4:03 - What kind of income will the surviving spouse receive?

8:10 - How will your tax brackets change?

12:51 - What are the estate planning matters you need to address?

16:04 - Is your exposure to risk still appropriate?