Podcast: Death of a Spouse and the Impact on Your Financial Plan
Strategies for managing the financial aspects of your spouse’s estate
Share current LOB: wealth-management
Joe Sicchitano, Head of Financial Planning, SunTrust Bank and SunTrust Investment Services, provides guidance on making financial decisions related to a spouse’s recent passing.
At a time when you should be focused on grieving, you often need to make important decisions regarding your spouse’s estate. Joe Sicchitano, Head of Financial Planning, SunTrust Bank and SunTrust Investment Services, provides advice on how to make the best financial decisions for yourself and loved ones in the months after a spouse’s death.
This content is general in nature and does not constitute legal, tax, accounting, financial or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.
In our increasingly digital world, it’s not only your physical property that holds value, it’s also the assets you’ve built up online. That includes money you hold in online-only accounts like PayPal, as well as files like your Kindle e-books and iTunes music. Important stuff—and yet, it’s often overlooked in estate plans.