EPISODE · Aug 30, 2025 · 55 MIN
Planning for Surviving Spouses: Estate Documents, Income Shifts, and Avoiding Costly Mistakes | Episode 138
from Safer Retirement Radio · host Brian Decker - Owner and Founder - Decker Retirement Planning
What really happens when one spouse passes away? In this episode of Safer Retirement Radio, Brian Decker and Arrin Wray break down one of retirement’s most difficult—but essential—topics: preparing financially and legally for the loss of a spouse. You’ll learn: - The must-have estate documents (wills, trusts, powers of attorney, and healthcare directives) - The “pour-over” provision that helps families avoid probate nightmares - How Social Security, pensions, and taxes change for a surviving spouse - Why compensation clauses and unclear distribution instructions can tear families apart - Steps to protect income, minimize taxes, and create a smooth transition Planning ahead means your spouse and children are cared for—and your legacy is preserved without unnecessary stress or conflict. 👉 Listen now and discover how math-based planning can give you and your loved ones peace of mind. Learn more at https://deckerretirementplanning.com/ We are financial advisors, not attorneys. Always speak to a qualified attorney for legal advice.
What this episode covers
What really happens when one spouse passes away? In this episode of Safer Retirement Radio, Brian Decker and Arrin Wray break down one of retirement’s most difficult—but essential—topics: preparing financially and legally for the loss of a spouse. You’ll learn: - The must-have estate documents (wills, trusts, powers of attorney, and healthcare directives) - The “pour-over” provision that helps families avoid probate nightmares - How Social Security, pensions, and taxes change for a surviving spouse - Why compensation clauses and unclear distribution instructions can tear families apart - Steps to protect income, minimize taxes, and create a smooth transition Planning ahead means your spouse and children are cared for—and your legacy is preserved without unnecessary stress or conflict. 👉 Listen now and discover how math-based planning can give you and your loved ones peace of mind. Learn more at https://deckerretirementplanning.com/ We are financial advisors, not attorneys. Always speak to a qualified attorney for legal advice.
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Planning for Surviving Spouses: Estate Documents, Income Shifts, and Avoiding Costly Mistakes | Episode 138
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