While the probability of losing a spouse is expected, the event itself is devastating. Between intense emotions and the reality of a looming lifestyle change, you’re often left without a clear cut path of what needs to happen next. You may not even realize the critical timeliness in which most of the decisions need to be made.
We can help. Our expertise with the finest details, including the impact on your taxes, can help reduce financial regrets that commonly occur when we are experiencing difficult times in life. We have created checklists based on real life experiences of the families we take care of that can help navigate through the process with as little disruption as possible. Come see us for a Next Steps meeting and allow us to take some of the burden.
Fill out the form below to schedule a meeting
“Major Tax Implications When
A Spouse Passes Away”,
article by Joe Clark, CFP
Consider This Program Snippet:
The loss of a spouse
Consider This Program Snippet:
The loss of a spouse
5 Things a Surviving Spouse
Needs to Know
Things To consider checklist
Financial Enhancement Group is an SEC Registered Investment Advisor. Securities offered through World Equity Group, Inc. Member FINRA/SIPC. Advisory services can be provided by Financial Enhancement Group (FEG) or World Equity Group. FEG and World Equity Group are separately owned and operated.
Wealth Management & Financial Planning
If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.
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