Episode 29: How to Prepare Financially for the Death of a Spouse

Oct 22, 2021

• Do you AND your spouse have a budget that details all of your income and expenses?
  • How will these change upon the passing of your spouse?
• Are all of your legal documents up to date?
• When does life insurance make sense to consider?
• How can you qualify for state or federal assistance with any care needed?
  • What about gifting?
• How does the death of a spouse who owned a business play into these considerations?