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My dear friend recently lost her husband. He was in charge of their finances and she is lost. What financial topics need to be prioritized?


Dear Ellen,

I’m sorry to hear about your friend’s husband. The financial priorities are the Estate Plan, Bank Accounts, Retirement Accounts, Life Insurance.

I’d recommend she meet with a Financial Professional that she trusts. If you would like more specifics, please contact our office.

Read more in our Financial Checklist for Widows article.

- Deb




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