Lone Survivor: What Widows and Widowers Need to Know

September 2, 2019 –Jim Puplava and Chris Preitauer cover many important issues married couples will need to consider in their financial plan. They discuss how to replace lost income when the first spouse passes away, how to deal with medical and healthcare decisions, managing and transitioning assets, how to avoid elder abuse, as well as tax and estate matters. Jim explains why it’s necessary to plan ahead for these situations and what you can do to start planning today.

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