EPISODE · Nov 13, 2017 · 25 MIN
Legacy Planning for a Surviving Spouse
from Prism Insurance Agency · host Prab Randhawa
Want help planning please go to: https://www.myprisminsurance.com/retirement_plans/retirement_review.aspx Today we're going to talk about planning for a surviving spouse. Short Excerpt of the Interview: I’ve always heard things said from couples where they don’t realize that if they have a house, property taxes don’t get cut in half. The heating oil bill doesn’t get cut in half so one can’t live half as cheap as two. We'll talk about the taxes. There are a lot of different issues facing a widow or widower so what can they do about it? Let’s start with the taxes. What can they do to mitigate that risk?
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Legacy Planning for a Surviving Spouse
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