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Kiplinger
Kiplinger
Business
Evan T. Beach, CFP®, AWMA®

A Financial Planner's Top Five Items to Prioritize When Your Spouse Is Ill

A man and woman embrace in their living room, looking concerned.

In 2011, we brought on a client on the verge of retirement. Six months into retirement, her husband died of brain cancer.

While the wife had what most people would consider to be an estate plan in place, the financial nightmare that followed the human tragedy totally changed how I prioritize these conversations.

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