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When You Are Suddenly Alone - The First Year Following Change

Deirdre Wheatley-Liss and her guest, Kim Luthy of Synthesis Wealth Planning, discuss the transition from a two-person to a one-person household after a divorce or the death of a spouse or partner. They talk about how to get a strong financial and legal footing, dealing with changes in assets and income and where you live, developing a budget and investment plan, creating or modifying an estate plan, assessing insurance coverage, and other related topics.

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We understand that planning for the end of life, a disability or aging can be complicated and emotional. We are here to help you.