Episode 98
Financial Steps to Take After the Death of A Spouse With Mike Piper (EP.98)
The Long Term Investor · Peter Lazaroff
May 3, 202327m 51s
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Show Notes
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
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