Planning for Surviving Spouses: Estate Documents, Income Shifts, and Avoiding Costly Mistakes | Episode 138
Update: 2025-08-30
Description
What really happens when one spouse passes away? In this episode of Safer Retirement Radio, Brian Decker and Arrin Wray break down one of retirement’s most difficult—but essential—topics: preparing financially and legally for the loss of a spouse.
You’ll learn:
- The must-have estate documents (wills, trusts, powers of attorney, and healthcare directives)
- The “pour-over” provision that helps families avoid probate nightmares
- How Social Security, pensions, and taxes change for a surviving spouse
- Why compensation clauses and unclear distribution instructions can tear families apart
- Steps to protect income, minimize taxes, and create a smooth transition
Planning ahead means your spouse and children are cared for—and your legacy is preserved without unnecessary stress or conflict.
👉 Listen now and discover how math-based planning can give you and your loved ones peace of mind.
Learn more at https://deckerretirementplanning.com/
We are financial advisors, not attorneys. Always speak to a qualified attorney for legal advice.
You’ll learn:
- The must-have estate documents (wills, trusts, powers of attorney, and healthcare directives)
- The “pour-over” provision that helps families avoid probate nightmares
- How Social Security, pensions, and taxes change for a surviving spouse
- Why compensation clauses and unclear distribution instructions can tear families apart
- Steps to protect income, minimize taxes, and create a smooth transition
Planning ahead means your spouse and children are cared for—and your legacy is preserved without unnecessary stress or conflict.
👉 Listen now and discover how math-based planning can give you and your loved ones peace of mind.
Learn more at https://deckerretirementplanning.com/
We are financial advisors, not attorneys. Always speak to a qualified attorney for legal advice.
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