Featuring insights from Avi Kestenbaum, Partner and Co-Chair, Trusts & Estates at Meltzer Lippe.
Losing a spouse is devastating — and for many families, financial challenges can follow immediately.
A recent The Wall Street Journal article highlights how surviving spouses can be temporarily locked out of accounts while assets move through probate. The piece features insights from Avi Kestenbaum, Partner and Co-Chair, Trusts & Estates at Meltzer Lippe, who has seen how even families with significant assets can face short-term cash flow issues when accounts aren’t structured properly.
A thoughtful reminder that estate planning isn’t just about wealth transfer — it’s about protecting loved ones when it matters most.
🔗 Read the full Article via the https://www.wsj.com/personal-finance/five-financial-blind-spots-that-burden-grieving-spouses-57e52a85?st=ppaRd8&reflink=desktopwebshare_permalink
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