Wealth Management & Financial Planning

Wealth Management & Financial Planning

Death of a Spouse

While the probability of losing a spouse is expected, the event itself is devastating. Between intense emotions and the reality of a looming lifestyle change, you’re often left without a clear cut path of what needs to happen next. You may not even realize the critical timeliness in which most of the decisions need to be made.

We can help. Our expertise with the finest details, including the impact on your taxes, can help reduce financial regrets that commonly occur when we are experiencing difficult times in life. We have created checklists based on real life experiences of the families we take care of that can help navigate through the process with as little disruption as possible. Come see us for a Next Steps meeting and allow us to take some of the burden.

Fill out the form below to schedule a meeting

“Major Tax Implications When

A Spouse Passes Away”,

article by Joe Clark, CFP

Consider This Program Snippet:

The loss of a spouse

Consider This Program Snippet:

The loss of a spouse

5 Things a Surviving Spouse

Needs to Know

Things To consider checklist

Before FEG/Problems

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Before FEG/Problems

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Schedule a "Next Steps" Meeting

If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.

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Important Update

Due to health and safety concerns for our families, friends and our team, we have made the difficult decision to temporarily close our offices in Lafayette, Brownsburg, Indianapolis and Anderson until January 4, 2021. Our team will remain available to you by phone and email to continue to offer you assistance with your service requests. Please do not hesitate to contact us with any questions you may have.

Questions? Give us a call at 1-800-928-4001.

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