Hosted by: Laura Hawley Special guest: Holland Henderson

Host
Laura Hawley – CFP®, Vice President, Financial Advisor at Allen & Company

Co-Host
Holland Henderson – Financial Advisor at Allen & Company

Guest
Alice Nuttall MBA, RN, BA Director of Behavioral Health at Lakeland Regional Health

In this episode, we discuss on how to deal with this very sad reality of widowhood. Widows are often an overlooked group in our society, but losing a spouse is one of the hardest things one can experience. On the top of the emotional burdens that a death can bring, it may also result in major financial and lifestyle changes as well. And although many will advise you not to make any new, rash decisions after a loss, it’s not always practical. There are some things that need to be dealt with very soon after the death of a loved one.

In our Medical moment, we will visit with special guest Alice Nuttall, MBA, RN, BA Director of Behavioral Health at Lakeland Regional Health to Dementia and Alzheimer’s Disease.

The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or  investments may be suitable for you, consult an appropriate qualified professional prior to making a decision. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through LPL Financial, a registered investment adviser, or Allen & Company of Florida, LLC. DBA Allen & Company, a registered investment advisor and affiliate of LPL Financial.

Guests appearing on the show and their respective companies are not affiliated with LPL Financial or Allen & Company.

In this episode we cover:

• Some things that have to be done in the first year of widowhood. (1:33)
• Social Security: What kind of documentation would they ask for? (4:05)
• Different kinds of death certificates (4:55)
• Some of the questions that you might ask your advisor (06:55)
• Review of the probate process (08:56)
• Planning ahead to help your spouse manage loss (14:51)
• Other things that could help your spouse manage the loss (24:08)
• Medical Moment with Alice Nuttall, MBA, RN, BA Director of Behavioral Health at Lakeland Regional Health to discuss Dementia and Alzheimer’s disease (27:02)

Links From the Show:

• Allen & Company
• Annuities
• Death certificate
• Lakeland Regional Health
• Probate Process
• Social Security

Connect with:

Laura Hawley – CFP ®, Vice President, Financial Advisor at Allen & Company
Allen & Company – Laura Hawley

Holland Henderson – Financial Advisor at Allen & Company
Allen & Company – Holland Henderson

Alice Nuttall – MBA, RN, BA Director of Behavioral Health at Lakeland Regional Health
LinkedIn – Alice Nuttall