Surviving Spouse2021-01-28T00:27:41+00:00

Surviving a spouse is often accompanied by a variety of financial considerations.

When one loses a spouse, dealing with imminent issues and navigating future paths can feel complicated.

  • I don’t have access all of my spouse’s accounts.

  • I’m getting different advice from different family members.

  • I don’t know if I should sell our home or stay put.

  • I’m worried that I’ll make decisions now I may regret later.

Modera can help you to:

  • Locating all your financial assets and ensuring they’re in your control.

  • Identifying all your financial expenses and creating a budget.

  • Ensuring you’re receiving all the government and tax benefits to which you’re entitled.

  • Making decisions that can help to secure a comfortable future.

Educational Articles:

Widowhood: How to Prepare and What to Do Next

The shock of losing a spouse is perhaps the toughest emotional adjustment for anyone in their lives. The financial decisions that follow the loss of your partner can also be immense and immediate. It is easy to become paralyzed and overwhelmed with what needs to be done, and when.

Good to Know, Widowhood|
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