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Your Spouse Dies – What Do You Do Now?- Season 5: Episode 3

All marriages end in one of two ways: divorce or death. If you live long enough with someone, eventually one of you will mourn the other. And whether a spouse’s passing comes as a surprise or not, there will always be a list of tasks that the survivor must deal with at some point. But what are those tasks, and when do you have to perform them?

Good questions. And while everyone’s situation is unique, there are a few things that most everyone who is in that situation should be sure to get done. On this week’s episode of Managing Your Financial Future, podcast host Johnny Dean speaks with “Professor” Rick Plum, CFP® about what to do when your spouse passes away — what you might consider taking care of first, and what can maybe wait until later.  Tune in to find out more!

Important Information:

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

No client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

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