One of the last things you want to worry about when you lose a loved one are the numerous non-financial tasks after the loss of a loved one.
Unfortunately, this is the reality for a lot of people.
In this episode, Larry Heller invites Ronnie Genser, President at Bereavement Navigators, to discuss all you need to know when it comes to navigating the myriad of taxes after the loss of a loved one, especially a spouse.
Ronnie discusses:
- How the loss of a loved one impacted her career and finances
- How to prepare for the loss of a spouse from a non-financial standpoint
- What inspired her to found Bereavement Navigators, a company that helps widows and widowers navigate the myriad of non-legal and non-legal and non-financial aspects of losing a loved one
- How to navigate Social Security for the deceased without the headache
- And more