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Recent Posts
Global vs. International: What’s the Difference?

With international stock markets comprising about 40 percent of the world’s capitalization as of 2023, ...

The post Global vs. International: What’s the Difference? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Women and Financial Strategies

Nearly 60% of women take the lead in managing their household finances, yet only 19% ...

The post Women and Financial Strategies first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Most Common Financial Challenges Of Widows And Widowers

May 10, 2018

Widows and widowers face unique financial challenges when approaching their future.  The sudden loss of a spouse can represent a distinct change in their life emotionally as well as financially.  When one spouse passes away, it is very common to see the division of an estate cause tension inside of family, and certain family members may even try to manipulate a surviving spouse into deviating from the plans previously established by the couple.  

Senior woman looking at dead husband’s picture

Widows are left to assist or support children, handle disputes, honor their spouses wishes and manage financial assets all on their own. Appropriate estate planning is necessary to minimize the opportunities for family members to take advantage of a surviving spouse.  Estate planning tools such as putting together a trust can help to ensure that the deceased spouse’s wishes are followed while maintaining a relationship as a friend or family member rather than as a bank or connection.

Couples can work together in advance of the loss of one or more person to figure out how to best avoid challenges down the road.  Conflicts that arise because of family members can often be avoided well in advance with the support of an experienced estate planning lawyer. Knowing the options at the outset and planning for the future can ease a lot of fear and pain in the process. 


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Schedule your free Exploratory phone call

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can be of assistance.

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Recent Posts
Global vs. International: What’s the Difference?

With international stock markets comprising about 40 percent of the world’s capitalization as of 2023, ...

The post Global vs. International: What’s the Difference? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Women and Financial Strategies

Nearly 60% of women take the lead in managing their household finances, yet only 19% ...

The post Women and Financial Strategies first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more