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(877) 276-9940
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California Wealth Transitions
 
  • MEET THE CWT TEAM
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Tag: widow

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  2. Tag Archives: widow

Top 3 Financial Considerations for Women Inheriting Wealth

Top 3 Financial Considerations for Women Inheriting Wealth

Whether you are facing the challenge of how to best manage a recent or upcoming inheritance or planning for the transfer of your wealth to the next generation, we are here to help. Allow our team of legacy planning experts to help you put together a plan today to protect those you love now and in the future.

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Estate Planning Inheritance loss of spouse Social Security survivor benefits widow Woman

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
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