The days and weeks following the death of a husband or wife are a difficult, yet financially crucial time for the bereaved. In the midst of grief, the remaining spouse must ensure that financial obligations are being met and important decisions are made. Ameriprise financial advisors are available to discuss key financial considerations during this stressful and emotionally overwhelming time. Possible topics include:
- The top financial priorities immediately following the death of a spouse
- The importance of identifying and staying current on all obligations – especially if the deceased spouse handled the financial affairs
- Reasons to re-evaluate cash flow, insurance policies, investment accounts and estate plans
- Tips for establishing new short and long-term financial goals
- Things to keep in mind as the next tax season approaches