Planning after the Loss of a Spouse

September 18, 2020

Planning after the loss of a spouse can be overwhelming.  There are many matters to consider after the loss of a loved one, such as cash flow issues, estate settlement issues, tax issues and more.  This flowchart provides a checklist of 28 important planning issues to consider after a spouse passes away.

Download the flowchart here.

Contact us for more information or for help with planning your future.



For more information on this topic click on the links below.




The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, CA, DC, FL, GA, IN, KY, LA, MI, MO, MS, NC, NV, NY, OH, SC, TN, TX, VA, WA, WI.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.