Peter McKenna offers potential strategies and insight into the different types of accounts that can be used for a child’s savings. Read more in this Q&A article by Karin Price Mueller for NJ.com.
Modera’s Mindy Cleaveland responds to questions about whether to retitle a home after the loss of a spouse if the deed is in both names.
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.
When you lose a spouse it’s important to have a plan in place to ensure your finances are in order. Here we discuss five key steps to take, including gathering a team of trusted advocates to help you navigate the road ahead.