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The loss of a spouse is devastating in many ways. The person you've been spending your life with is now gone. There are also the many financial issues you have to deal with, and one of them can be devastating to those over 65 and retirees.
It's called the "Widow's Trap" and most people aren't prepared for it. That's why in this episode of the podcast I talk to repeat guest and Certified Financial Transitionist Michael Karwic to tell us what it is and how to avoid falling into it.
In this episode you will learn:
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- What the "widow's trap" is and why it catches so many families by surprise
- The tax, Social Security, and estate-document mistakes that most often trip up a surviving spouse
- Practical steps couples can take now to protect each other before a crisis forces the issue
Links & Resources
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- Glenayr Family Advisors, LLC
- More About Michael Karwic
- SS Form for SSA - 44)
- Contact Michael
- Phone: 540-229-1957
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