Surviving a Loss: Financial Planning for Widows and Widowers
by Mark Colgan
This article is excerpted from an article that originally appeared in the Journal of Financial Planning. Reprinted with permission by the Financial Planning Association, Journal of Financial Planning, May 2004, by Mark Colgan, Financial Planning for Widows and Widowers.
One area in which help may be needed is in understanding the financial transition process. During this time, a widow or widower will be overwhelmed, distracted, uninterested, and shortsighted in dealing with financial affairs. Unfortunately, the surviving spouse will also be faced with a mountain of financial details that arise quickly after the death of their loved one.
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