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"A plan today ensures peace for your loved ones tomorrow."

Chapters:
0:00 - Podcast Introduction
1:00 - The Importance of Financial Planning for Couples
4:15 - Why Tax Planning is Crucial for Survivors
7:30 - Understanding Survivor Benefits and Health Insurance
11:00 - The Role of Trust and Fiduciaries in Financial Planning
15:30 - Why You Should Involve the Next Generation in Planning
17:45 - Common Financial Pitfalls After a Spouse Passes
21:30 - Key Accounts to Update and Monitor After a Loss
25:15 - How to Organize Documents and Certificates for Survivors
34:00 - Mental Health: Coping with Loss and Financial Stress
39:36 - Closing

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Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.
Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.

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