Case Study: Preparing Your Spouse Financially for your Death

Henssler Money Talks

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On August 20th, 1989, Lyle and Erik Menendez shot and killed their own parents. Until then, this Beverly Hills family had been a portrait of the American Dream. How did it go so wrong? To listen to all four episodes of 'The Menendez Brothers' right now and ad-free, go to IntoHistory.com . Subscribers enjoy uninterrupted listening, early releases, bonus content and more, only available at IntoHistory.com . If you or someone you know is in crisis, there is free help available at mhanational.org Learn more about your ad choices. Visit megaphone.fm/adchoices…

about a year ago 13:40

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Original Air Date: September 21, 2024
Research Analyst Nick Antonucci, CVA, CEPA is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS® provide advice for a couple preparing for one spouse to die. They cover the importance of using a records organizer, titling accounts, Powers of Attorney, and including the spouse in meetings with their trusted advisers.

Read the Article: https://www.henssler.com/avoid-financial-isolation-a-plan-for-surviving-spouses

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Case Study: Preparing Your Spouse Financially for your Death

Henssler Money Talks

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published about a year ago

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MP3•एपिसोड होम

Text us your financial questions!

Read the Article: https://www.henssler.com/avoid-financial-isolation-a-plan-for-surviving-spouses

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