))
What You Forget to Plan, Until After Your Spouse Passes
Manage episode 516730426 series 3410802
If your spouse knows how your finances work, what happens after they pass? In this episode, we helped our fictional client Renee, a recent widow, understand the moving parts of her financial picture, work through the inheritance process, and adjust her taxes for the individual tax bracket.
๐ฅ DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/
๐ WORK WITH US: https://financialdesignstudio.com/get-started/
๐ ABOUT US: We are a team of financial advisors based Chicago. We specialize in helping professionals plan their retirement through investment management, tax efficiency, and executive compensation.
โ ๏ธ DISCLAIMER: All written content on this site is for information purposes only. Opinions expressed herein are solely those of FDS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other partiesโ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Chapters
1. What You Forget to Plan, Until After Your Spouse Passes (00:00:00)
2. Meet Renee (00:01:21)
3. What happens to your finances when a spouse passes? (00:04:13)
4. Phase One: Helping Renee understand each part of her finances (00:10:10)
5. Phase Two: Rebuilding THEIR plan for HER (00:14:32)
6. Phase Three: Helping Renee handle the inheritance process (00:20:41)
7. Where's Renee at these days? (00:25:46)
69 episodes
Share
