Preparing Financially for Widowhood and After
Many older couples avoid talking about “the elephant in the room;” i.e., death and widowhood. In some situations, one spouse “handles the bills” and the other knows little about family finances. As couples get older, the likelihood of widowhood increases. However, many surviving spouses are unprepared for financial challenges that lie ahead. This class will discuss steps that couples can take to prepare financially for the inevitable first death and steps to take afterward. Topics to be covered include financial record-keeping, estate tax portability, communication about finances and changes in income and income taxes.
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By registering, I agree to INDEMNIFY AND HOLD HARMLESS Master the Possibilities, Inc., Sidney Colen & Associates, Ltd., On Top of the World Communities, Inc., Horticultural Arts & Park Institute, Inc., Bay Laurel Community Development District, and any of their agents, directors, officers, representatives, volunteers and employees from any and all loss, damage, injury, action or cause of action resulting from the classes, events, or trips and/or equipment owned or operated or permitted to be used or operated or is used or operated. This Release Waiver and Hold Harmless Agreement includes those classes, events, or trips inside or outside of Master the Possibilities, Inc. For the full waiver, visit https://www.masterthepossibilities.org/sites/default/files/PDF/WaiverofLiability.pdf .
If class is cancelled by the participant because of COVID positive results, there will still be a processing fee incurred by the participant.
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