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Kandungan disediakan oleh Larry Heller. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Larry Heller atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Taking Financial Responsibility Before You’re a Widow or Widower (Ep. 108)

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Manage episode 333527208 series 2375064
Kandungan disediakan oleh Larry Heller. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Larry Heller atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

99% of people will become a widow or widower at some point in their life, so financial preparation will be helpful during this emotional time.

In this episode, Larry Heller guides you around ways to make financial planning easier during this major life transition by revealing key steps you’ll want to incorporate into your financial planning should you become widowed. Plus, he explains why financial discussions between spouses are important, especially in the later years of life.

Larry discusses:

  • Concepts to include in your financial plan for when you become a widow or widower
  • How tax situations may shift when one spouse becomes widowed
  • The potential shift in insurance coverage as a widow or widower
  • How editing a will after one partner has passed may be required
  • And more

Resources:

Connect With Larry Heller:

  continue reading

101 episod

Artwork
iconKongsi
 
Manage episode 333527208 series 2375064
Kandungan disediakan oleh Larry Heller. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Larry Heller atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

99% of people will become a widow or widower at some point in their life, so financial preparation will be helpful during this emotional time.

In this episode, Larry Heller guides you around ways to make financial planning easier during this major life transition by revealing key steps you’ll want to incorporate into your financial planning should you become widowed. Plus, he explains why financial discussions between spouses are important, especially in the later years of life.

Larry discusses:

  • Concepts to include in your financial plan for when you become a widow or widower
  • How tax situations may shift when one spouse becomes widowed
  • The potential shift in insurance coverage as a widow or widower
  • How editing a will after one partner has passed may be required
  • And more

Resources:

Connect With Larry Heller:

  continue reading

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