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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.
Speaker(s):
Steven
Siegel,
J.D., LL.M. (Taxation),
President,
The Siegel Group
Theodore
J. Sarenski,
CPA/PFS, CFP, AEP, CGMA,
Wealth Adviser,
Sage View Advisory Group