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Divorce and Death: Financial Survival Strategies | Brandy Maben
Wealthion - Be Financially Resilient
Plan Ahead to Protect Your Legacy
Regularly reviewing estate and financial plans every three to five years, especially after significant life events such as marriage, birth, death, or divorce, is crucial to ensure that changes in family structure, health, or wealth are accurately reflected. It’s essential to revisit beneficiaries and assets to keep client wishes up to date following legal or financial changes, including acquiring new property or investments. Starting the planning process early is advisable to avoid rushed decisions made in emotional states, particularly after loss. Professionals should be consulted for guidance, allowing individuals the space to focus on healing while ensuring financial matters are handled effectively.
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