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Financially Ever After WidowhoodAuthor: Stacy Francis
Widowhood is the state of being a widow or widower: a person whose spouse has passed away. This is a situation that no one wants to be in, but it is something that can happen, and that you and your family should be prepared for financially. When this kind of painful, life altering event occurs, it's important to have the structure in place for you and your family to be protected, and this year on Financially Ever After Widowhood, Stacy Francis is going to be talking to a diverse lineup of experts, and individuals who have gone through it themselves, to give you the tools and information you need to be prepared. Prior to this year's series on Widowhood, Financially Ever After covered topics related to divorce. We invite you to check out these fantastic episodes if they are relevant to you. Language: en Genres: Business, Investing, Kids & Family Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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When Estate Planning Meets the Practical Money Reality After Death with Evan Gilder
Episode 231
Monday, 17 August, 2026
You can have the will, the beneficiaries, the trust, and still get blindsided when someone dies. Bank accounts can freeze, automatic payments can stop, and suddenly the grieving person is also trying to keep the financial wheels turning. Stacy sits down with accountant Evan Gilder to unpack the practical money issues families often don’t hear about during estate planning, from frozen accounts and probate delays to beneficiary mistakes and unclaimed funds. You'll hear them discuss: Why individual bank accounts may be frozen after someone dies, and how that can disrupt mortgage payments, utilities, taxes, and other everyday expenses How joint accounts can make things easier, plus some of the complications families may still run into when accounts and assets are held at the same institution What happens when a power of attorney ends at death and why access to money can become much more complicated than families expect Ways families may handle essential expenses while waiting for probate or an estate account to be established and why keeping good records matters Why retirement account beneficiaries deserve regular checkups, especially after divorce, death, or other major family changes How unclaimed funds end up with the state, where to look for money tied to old addresses or previous states of residence, and why it’s worth doing the search yourself How thoughtful planning before a crisis can help families manage the paperwork, financial decisions, and unexpected problems that come with caring for someone and settling their affairs Resources Evan Gilder on Redlig Financial Services | LinkedIn | Email: e.gilder@redlig.com | Phone: 646-827-3600 New York State Unclaimed Funds - https://www.osc.ny.gov/unclaimed-funds Stacy Francis on LinkedIn | X(Twitter) | Email FrancisFinancial.com Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!
