Modera Wealth Management
Modera Wealth Management

Surviving Spouse

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Surviving Spouse2021-06-28T20:41:25+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 to 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.

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