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(877) 276-9940
(877) 276-9940
TALK TO AN ADVISOR
TALK TO AN ADVISOR
California Wealth Transitions
 
  • MEET THE CWT TEAM
    • Meet the CWT Team
    • Giving Back
  • WHO WE HELP
    • Loss of a Spouse
    • Inheritance
    • Selling a Business
    • Retirement
    • Divorce
  • OUR PROCESS
  • BLOG & EVENTS
    • Blog
    • Webinars & Events
  • CONTACT
  • CLIENT ACCESS
  • MEET THE CWT TEAM
    • Meet the CWT Team
    • Giving Back
  • WHO WE HELP
    • Loss of a Spouse
    • Inheritance
    • Selling a Business
    • Retirement
    • Divorce
  • OUR PROCESS
  • BLOG & EVENTS
    • Blog
    • Webinars & Events
  • CONTACT
  • CLIENT ACCESS
California Wealth Transitions
 
  • Home
  • Meet the CWT Team
  • Who We Help
    • Divorce
    • Retirement
    • Selling a Business
    • Loss of a Spouse
  • Our Process
  • Blog
  • Webinars & Events
  • Contact
  • Talk to an Advisor
  • Client Access
  • Home
  • Meet the CWT Team
  • Who We Help
    • Divorce
    • Retirement
    • Selling a Business
    • Loss of a Spouse
  • Our Process
  • Blog
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Category: Loss of Spouse

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  2. Loss of Spouse

Tax Strategies for Widows | What to Do When Your Spouse Dies

Tax Strategies for Widows | What to Do When Your Spouse Dies

Widows often face a significant drop in income after the loss of their spouse, and the IRS offers a few important tax breaks that can help mitigate the loss and improve financial stability moving forward.

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loss of spouse Tax

How & When to File a Life Insurance Claim

How & When to File a Life Insurance Claim

Filing a life insurance claim is a relatively simple process and should be done as soon as possible after the loss of your loved one. Knowing the process is underway may lift some of the financial stress during this time and help you prepare to make decisions about the road ahead.

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Life Insurance loss of spouse Tax

Social Security Benefits: What to Do When Your Spouse Dies

Social Security Benefits: What to Do When Your Spouse Dies

Do you have questions about what you need to do to and the steps you need to take to claim social security benefits after your spouse dies?

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loss of spouse Social Security survivor benefits widow Woman

What to Do When Your Spouse Dies: Top Financial Moves for Women

What to Do When Your Spouse Dies: Top Financial Moves for Women

Losing a spouse or partner is devastating, and it can be overwhelming trying to make decisions about finances while grieving. Here are some important financial moves you should consider after your spouse dies.

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loss of spouse Woman
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.  Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC.. California Wealth Transitions is a member firm of Kestra Private Wealth Services, LLC an affiliate of Kestra IS. California Wealth Transitions and Kestra IS are not affiliated. Neither Kestra IS nor Kestra Private Wealth Services provide legal or tax advice.

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