Case Study: Preparing Your Spouse Financially for your Death

Original Air Date: September 21, 2024

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