Financial Changes When You Lose a Spouse

Financial Changes When You Lose a Spouse

September 17, 2022

Losing a spouse is a heartbreaking time, but did you know it also comes with significant financial changes that are often unexpected?  In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Julie Chadwick share what to expect financially when your spouse passes away.  Topics include:

Life Insurance 
Estate Documents
Social Security
Bank Statements
Investment Statements
Car Title
Marriage Certificate
Death Certificate

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