More women than men are worried about the financial challenges they’ll experience when a spouse passes away, according to aOf those women, a quarter said they were “very worried” about being left with financial woes.
The lesson is you can’t just rely on your partner to hold all the knowledge around finances. You also can’t leave it up to your partner to decide whether to get an estate plan. I hear this often from customers: “I have my will finished but my spouse is dragging his feet.” People need to take action because, without these documents, you’re going to be the one who is left behind cleaning up the mess, trying to track down everything.
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