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The Long Term Investor

Financial Steps to Take After the Death of A Spouse With Mike Piper (EP.98)

May 3, 2023
27:51

The death of a spouse is one of the most emotionally challenging times of a person's life. In this financially driven conversation, Mike Piper explains the financial steps to take for a surviving spouse.

 

Listen now and learn:

  • What married couples can do to make it easier on a surviving spouse in the future
  • Financial planning techniques a surviving spouse can use to maximize their wealth and minimize taxes
  • When it makes sense to disclaim an inheritance

 

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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