The Dreaded Widow’s Penalty: 4 Pitfalls that Middle Class (and Even Wealthy) Widows Need to Watch Out For
Sep 9, 2019
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By Debra Taylor, CPA/PFS, JD, CDFA
Eighty percent of wives will outlive their husbands, so wives need to prepare themselves for that eventuality. Part of the challenge will be the many tax traps widows face; educate yourself now so that you can assist your client when she needs it most.