The Death of A Spouse

This week we discuss the difficult topic of a spouse dying. Obviously this can be one of the most difficult times in life. We discuss the importance of planning ahead and some of the things that may have to be confronted if a spouse dyes prior to having these plans in place.

 

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.