By Susan M. Graham, Certified Elder Law Attorney, Senior Edge Legal, Boise, Idaho
Are you the spouse who knows nothing about your family’s finances? You’re gambling with your future. Every week, elderly widows and widowers discover they’re locked out of accounts, missing passwords, and drowning in unpaid bills – all while grieving their loss.
You Need to Know
- Where’s the money?
- How are bills paid?
- What are the passwords?
- Who handles investments?
- Where are vital documents?
Save Yourself Now
Have the money talk with your spouse today. Create a complete financial map. Meet your financial advisors together. Don’t become another tragic statistic.
Getting Started
- Have the money talk with your spouse. Schedule a one-hour meeting with your spouse this week to create a list of all accounts, bills, and important documents. Store this list in a secure, accessible location.
- Meet financial advisors as a couple and keep an organized file of important documents.
- Begin with monthly “money talks” with your spouse to review bank statements and bills together. Remember, this isn’t about taking over – it’s about being prepared.
Action Steps Today
- Schedule that one-hour meeting with your spouse this week
- Make an appointment with your Elder Law attorney to review your financial documents, ensure proper account titling, and discuss important legal protections for both spouses.
Remember – Knowledge is survival. Start learning today.
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The winner of the survey on the Client Evaluation forms is the Idaho Humane Society. We will be making a donation to them. Thank you for participating!
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Do you have a written estate plan that protects your future and your loved ones? Call to schedule a meeting with Susan Graham to give you peace of mind that your affairs are in order (phone 208-344-0375 or Contact Us on our website).
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Undoubtedly you have thought of someone who could use our services. If so, please have them call us at 208-344-0375. Introductions and referrals are the lifeblood of our practice. Thank you.
