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Managing Finances After Losing A Spouse

Managing Finances After Losing A Spouse

Released Monday, 13th March 2023
Good episode? Give it some love!
Managing Finances After Losing A Spouse

Managing Finances After Losing A Spouse

Managing Finances After Losing A Spouse

Managing Finances After Losing A Spouse

Monday, 13th March 2023
Good episode? Give it some love!
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After losing a spouse, survivors are often faced with many tasks and financial decisions while in the throes of grief. In the first thirty days, you’ll need to review life insurance, contact Social Security, contact your attorney about your estate plan or will, and call your bank or Trust Advisor. What’s important to do soon and what can wait? How can pre-planning help in this time of unprecedented emotional turmoil? First Business Bank’s experienced Trust Advisors discuss what clients wish they’d known ahead of time, the importance of organizing finances, how a corporate trustee works, and more.

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