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What Issues Should I Consider If My Spouse Passed Away?

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The death of a spouse is an incredibly hard burden to bear. Aside from the obvious emotional weight of losing a loved one, there are often financial implications that need to be sorted out. Knowing where to focus your time, can help take some of the pain out of the situation. 


This checklist covers 29 of the most important planning issues to identify and consider is a spouse passes away. It includes...


  • Cash Flow Issues
  • Estate Settlement Issues
  • Insurance Issues
  • Tax Issues
  • Investment & Asset Issues
  • Other Issues

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