What Women Should Know

Whether a woman is on her own because of the death of her spouse, his admission to a nursing home, or divorce, dealing with financial issues can be daunting in many ways. What to do and in what order- bills, checking and other banking accounts, investments, retirement pension papers, Veteran?s benefits, insurance, legal documents, etc. This program is sponsored by Sumner Wealth Management, Inc. Questions that will be covered include: If he has to go to a nursing home, how can we handle that? How will I pay for medical and nursing home expenses? What or how do I handle the Emotional Stress of my spouse?s death or absence? Will IRS rules affect how I can pass an inheritance to my loved ones? Is there any way to protect my life?s savings? How can I pay for funeral expenses if I had no insurance? How to handle budgeting/bills/debt? Should I be transferring assets? What about a revocable Living Trust? What are the pros and cons? What happens to my husband?s Social Security when he dies? How do I get documents transferred to my name? Guest speakers for the seminar are: Cheryl Bonhad (Marketing Director for Carillon Assisted Living), Mark Sumner (Investment Advisor), and Ann Vano (Estate Lawyer) on Thurs., August 21 at 11 a.m. at South Iredell Senior Center. RSVP with $1 to SISC by Fri., Aug. 15. No registration by phone.