# Estate Planning for Widows and Widowers

Page: https://stenobird.com/podcast/the-practical-planner-6675551/estate-planning-for-widows-and-widowers
Text version: https://stenobird.com/podcast/the-practical-planner-6675551/estate-planning-for-widows-and-widowers.md
Podcast: [The Practical Planner](https://stenobird.com/podcast/the-practical-planner-6675551)
Published: 2026-06-25T23:43:58+00:00
Episode link: https://api.riverside.com/hosting-analytics/media/f1a005d4bb9da9b8bfb5a9c728f09b001b22d4ec0359758f6a4af4bf0e3d92c7/eyJlcGlzb2RlSWQiOiIzZmU1ZmFjMi0wMWUxLTQ1YTQtODVmNC1jMmRlNTI0N2FlNDYiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvY2xpcHMvNmEzZGJkMDc2MTIxZjY3YzY1YTRmYzE5L3RoZS1wcmFjdGljYWwtcGxhbm5lci1jb21wb3Nlci0yMDI2LTYtMjZfXzEtNDMtMy5tcDMifQ==.mp3
Audio file: https://api.riverside.com/hosting-analytics/media/f1a005d4bb9da9b8bfb5a9c728f09b001b22d4ec0359758f6a4af4bf0e3d92c7/eyJlcGlzb2RlSWQiOiIzZmU1ZmFjMi0wMWUxLTQ1YTQtODVmNC1jMmRlNTI0N2FlNDYiLCJwb2RjYXN0SWQiOiJkYjZlYjkyZC00MzE3LTQ4ZWItODczNC1lMzE2YzlkZDdmYTMiLCJhY2NvdW50SWQiOiI2NGI1NTdkYmY4OTFiYzRjNjQ3ODM4NGUiLCJwYXRoIjoibWVkaWEvY2xpcHMvNmEzZGJkMDc2MTIxZjY3YzY1YTRmYzE5L3RoZS1wcmFjdGljYWwtcGxhbm5lci1jb21wb3Nlci0yMDI2LTYtMjZfXzEtNDMtMy5tcDMifQ==.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-practical-planner-6675551/episodes/estate-planning-for-widows-and-widowers
Duration seconds: 1623

## Resource

Thomas Kopelman, Anne Rhodes, and Lisa Weigel explore the critical role financial advisors play when a client loses a spouse. They break the advisor-widow relationship into three phases—preparation while both spouses are alive, the frenetic first year of estate administration, and long-term re-engagement—and discuss what advisors need to get right at each stage. From navigating marital trust structures and updating beneficiary designations to managing tax elections, filing deadlines, and step-up in basis opportunities, this episode covers the practical and emotional complexities of guiding clients through one of life's most difficult transitions.

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## Transcript

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