Kimberly Foss, CFP®, CPWA®
Sr. Wealth Advisor
An essentials checklist to help the newly bereaved with next steps following a spouse’s death.
Nothing can prepare you for the shock, pain, and bewilderment of losing a spouse. Bereavement plunges the surviving spouse into a lonely and vulnerable world where everything familiar can seem absent. It’s often been said that the longest journey begins with a single step. No matter how dark things may seem in the immediate onset of bereavement, a surviving spouse can find some amount of solace by taking one step at a time. The goal of this checklist is to remove any guesswork about the steps to take following a spouse’s death.
You’ve now laid the groundwork for a future that incorporates what matters most to you, personally and financially. The most essential elements of any journey are a reliable map and dependable travel companions. Working with clients in a way that respects both their emotional and financial needs, a fiduciary financial professional can offer a roadmap for the future and knowledgeable companionship along the way. For information on how our advisors can help you during this time of transition, please contact us.
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