When a Client Dies, Who Helps with the Surviving Spouse’s Affairs?
It can be heartbreaking when one of your clients dies and leaves a grieving spouse behind. During this sad and often tumultuous time, it’s hard for some surviving spouses to know how to move forward amidst their grief. As you know, after a spouse dies, there are many tasks that have to be tended to. Luckily, they have you as an advisor who can point them in the right direction [...]
