Savant Wealth Management

Financial Planning After Losing a Spouse

What to Do When Your Spouse Dies

Experiencing the death of your spouse is heartbreaking. You’re navigating new territory by yourself while making significant life decisions. Beyond the emotional loss, you need to deal with financial challenges, which can include paying medical bills, covering funeral costs, and contacting insurance companies. Depending on your situation, you may face a drastically different financial future.

With Savant by your side, you’ll have an advisor to listen as you discuss your situation, concerns, and vision for the future. Our goal is to help walk along the path with you through the financial triage to help you pick up the pieces and create a foundation for your new life.

Proactive Planning Spotlight

Financial Stability in Widowhood

Although planning for the death of a spouse is unpleasant, the possibility of losing considerable income because your spouse passes away can be just as unpleasant. Proactive planning can help ease some of that strain.

Optimized Investing

Savant Can Take Care of the Details While You Take Care of Yourself

As you start to pick up the pieces and rebuild your life, you’ll need to make important financial decisions while you feel emotional stress. Our team of professionals can help prepare you for issues like paying medical bills, making Social Security decisions, and revising your estate plan and beneficiaries. Our goal is to help you feel more secure about having sufficient income to support your lifestyle.

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