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Surviving Spouses

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Guidance for Life After Loss
Losing a spouse is one of life’s most difficult transitions.
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Five Essential Financial Tips for New Widows and Widowers
We understand that losing a spouse is likely the most devastating emotional obstacle that one can experience.  Financial matters are likely the last thing on your mind.  However, when you lose a spouse it’s important to have a plan in place to ensure your finances are in order. Here we discuss five key steps to...
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Financial To-Dos in the Aftermath Of Losing A Loved One
Losing a spouse or partner is a dramatic and emotional experience that can have a serious impact on the financial health of the surviving spouse. Financial planning and investment management needs vary dramatically depending on what stage of life the surviving spouse is in. Over the years, we have worked with many clients who have...
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I Received an Inheritance, Now What?
At some point in your life, there is a chance that you will inherit money or assets left from a grandparent, parent, or other family member. When someone that you love passes away, it is an emotional experience and going through the process of inheriting the assets they chose to leave you can add to...
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By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.