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Kiplinger
Kiplinger
Business
Karen B. McIntyre, CFP®

How to Talk About Touchy Subjects With Loved Ones, Before a Crisis Turns 'Ifs' Into Reality

(Image credit: Getty Images)

A client of mine, a woman in her 50s, lost her husband without warning. He had handled every financial detail for the family: The investments, the insurance, the bill payments.

He managed it all through his work email on his work laptop. When he died, she lost access to their entire financial operating system overnight.

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