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SOP2209 - Planning with a Surviving Spouse

‐ Nov 1, 2022 3:45pm

This session will address the many issues and challenges facing a surviving spouse arising from tax law and financial planning considerations. The surviving spouse will face a myriad of decisions to be made - many of which may have important implications for both the survivor and the survivor's family. This will be the focus of the session.

Learning Objectives:

  • Identify the estate tax issues the surviving spouse must face.
  • Analyze the income tax changes that the surviving spouse must consider.
  • Determine how to assist the surviving spouse with making important decisions about social security, Medicare, retirement distributions and more.



Concurrent Session Onsite and Online

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