Episode 64: Tax Planning & the Death of a Spouse- Part 1

Here are just a handful of the things that you’ll learn:

The death of a spouse is never something easy to handle. Not only is one facing extreme grief and sorrow, but there are also a plethora of financial decisions to make and tax implications to consider. In this week’s episode of the Fiscal Blueprint podcast, your host & financial coach Jeff Montgomery discusses how the death of a spouse can affect your taxes and the main things to potentially look out for.


Disclaimer: Please do not take advice from me on this show. As a licensed Fiduciary I am only allowed to give advice to clients. So, unless you’re a client I can’t give you advice because I don’t know you. So, think of these as helpful hints and education only. And please before implementing any information or ideas you hear on this show always consult your legal adviser, your tax adviser, and your financial adviser…………. right? that’s just common sense.


(0:40) Practical Planning Segment


(3:15) The Widows Penalty. What happens when shifting from Married Filing Jointly to a Single Filer?





Final Disclaimer:

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