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Daily Archives: September 24, 2024

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Avoid Financial Isolation: A Plan for Surviving Spouses

Aging/Caring for Aging Parents, Case Study, Divorce/Loss of Spouse, Estate, Family Finances, FeaturedBy Editorial TeamSeptember 24, 2024

Research Analyst Nick Antonucci, CVA, CEPA is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS® to advise 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.

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