It’s just a fact: on average, women live seven years longer than men—and if you are a woman married to a man, your odds of ending up a widow are pretty high. We’ll discuss the planning implications for women, including Social Security, Medicare, and filing single vs. jointly. Do you have passwords to all vital online accounts? Are you aware of all the financial institutions your husband deals with? Do you know where all the important documents can be found? If your husband owns all or part of a business, do you know what succession plans are in place? We’ll take a frank look at common mistakes and necessary estate planning and financial planning to prevent chaos.
Inheritance STRATEGIES for Your Wealthy Children
Do you have financially successful adult children? What will happen when they inherit your money and properties? Learn how to rethink your Estate Plan to protect the next generation!