SOP2209. Planning with a Surviving Spouse

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.