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Financial Considerations Upon the Death of a Spouse: Taxes, Investments & Assets

Financial Considerations Upon the Death of a Spouse: Taxes, Investments & Assets

by Daniel Stous | Mar 15, 2022 | Death of Spouse, Insight, Investments, Money Management, Taxes, Tips

This article is the third in a three-part blog series related to financial items to consider if your spouse passes away. Today we’re focusing on issues related to taxes, investments, and assets. In Part 1 we discussed estate settlement issues, and Part 2 addressed...
Financial Considerations Upon the Death of a Spouse: Insurance & Cash Flow

Financial Considerations Upon the Death of a Spouse: Insurance & Cash Flow

by Amy Auch Moedy | Mar 1, 2022 | Death of Spouse, Insight, Insurance, Life Insurance, Money Management, Tips

This is the second in a three-part blog series related to financial items to consider if your spouse passes away. This post takes a look at insurance and cash flow. Part 1 focused on financial issues related to estate settlement. Future topics will include taxes,...

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