My Spouse Managed Our Estate Plan and Just Died. Now What Do I Do?
Your Hosts
Louis W. Pierro, Esq.
Richard S. Rothberg, Esq.
March 30, 2024
Hosts: Louis Pierro and Richard Rothberg
Life can take unexpected turns, and sometimes those turns leave us feeling lost and uncertain. Listen to this episode of Life Happens Radio for an important discussion on navigating an estate plan and finances after the loss of a spouse.
Here at Pierro, Connor & Strauss, we understand the challenges that arise when a spouse who managed the household finances, bills, and estate planning passes away. It’s not uncommon for the surviving spouse to feel overwhelmed and unsure of what steps to take next.
During our show, attorneys Lou Pierro and Dick Rothberg will share invaluable insights gained from their combined 97 years of experience counseling clients. They’ll address common questions such as:- Where are the important documents located?- Who were the professionals relied upon by the deceased spouse?- How can you access digital bills and financial accounts?- What steps should be taken to avoid feeling ‘in the dark’ after a spouse’s passing?
Plus, Lou and Dick will discuss proactive planning strategies to prevent this scenario and ensure both spouses are adequately protected, and ‘in the know.’
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Life Happens…..Are You Prepared?
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