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The Role of a Financial Advisor When a Spouse Dies

By Arlen T Olberding, CFP® on August 8, 2014

Hopefully you are reading this article prior to the death or incapacitation of your spouse.  If your spouse has recently passed away, please accept our sincere condolences. Numerous organizations have offered helpful suggestions for coping with the loss of a loved one.  One that is repeatedly mentioned is well summarized by CancerCare when they say, […]

Posted in Estate Planning, Fundamentals | Tagged estate planning, Fort Collins Financial Planner, fundamentals

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