Wharton Investment Consultants

CONNECT

Address:

2055 Limestone Road, Suite 200F
Wilmington, DE 19808

Phone:

302-239-2111

Fax/Other:

888-438-6460

Widow Support Program

What to do when your husband dies

When a woman's husband dies, she can experience a range of emotions. You may have felt some of these same feelings when your spouse passed on.  Those feelings don't go away instantly.  Indeed, when you start working with money issues after your partner is gone, you may feel emotionally overwhelmed.

What you are feeling is normal.  You are not going crazy!

Widow’s Support Program

The Widow’s Support Program is designed to help widows address the many financial concerns that arise after the loss of a spouse.

Client Profile

The Widow’s Support Program is uniquely suited for those who have recently been widowed.

Key Planning Components

The Widow’s Support Program focuses, step by step, on three phases of financial concern through a collaborative effort with your accountant and estate attorney.

1. Immediate Needs: The Widow’s Support Program helps clients

  • Choose an appropriate funeral director
  • prioritize and address issues in a systematic way to keep first things first
  • develop an advisory team

2. Short Term Issues: The Widow’s ISupport Program is designed to guide clients through the process of assuming the responsibilities for all household and financial management tasks. We help clients

  • make sure adequate income is available
  • protect against identify theft or fraudulent charges
  • plan for the future

3. Looking Ahead: The Widow Support Program helps clients develop a long term personalized wealth management plan

First Step

Please accept our invitation to take advantage of a complimentary widow support consultation. Come in, meet our staff, and see if Wharton Investment Consultants and the Widow’s Support Program is the right fit for you.

Schedule a consultation.

Resolving Unknown Issues

We help review, coordinate and manage the various sources of income you may have left to your beneficiaries. For example:

  • Social Security
  • IRA’s
  • Insurance Policies
  • Pensions
  • Inheritance
  • Military Pension
  • VA Benefits

Organizing your finances when your spouse has died.

Social Security - Survivor Benefits

Women and Money