How to Help Beneficiaries Manage Financial Affairs, Thrive After a Family Member Dies By Scott Montgomery, CLU, ChFC
Posted on February 15, 2022 by Scott Montgomery
One of the most critical yet often forgotten steps in the estate-planning process is preparing a surviving spouse to take over a family’s financial affairs. Even if you checked off all the boxes on your estate-planning to-do list, creating a will, properly titling accounts, naming beneficiaries and structuring assets for tax efficiency, your plan may […]