I wanted to follow up on last week's episode with some extended tips. If you recall, on last week's episode I had Daniel Kopp, CFP®, MA on the podcast discussing his experience gaining a new identity after the death of his spouse.
As a follow up, I wanted to provide a list timelines for widows. These timelines provide loose guidelines of things to consider immediately after the passing of a spouse. These timelines also consider who to engage for help, who to notify and what documents to begin collecting.
I appreciate the feedback and list of questions leading up to this episode.
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