We’ve worked with many widows and widowers over the years. Some are spouses of existing clients; others came to us from lawyers, accountants, clients, and our website. No matter what, it is a sad and stressful time for them, impossible to imagine unless you have personally experienced losing a spouse yourself. Some widows and widowers seem to do better than others, especially on the financial side of things. The thing they have in common is that they made an effort to learn about family finances ahead of time. We ’ve written about this before and we mention these items in client meetings. Helen Uzelac, offers 11 tips in her article entitled I Planned for Life as a Widow, But Got a Lot Wrong.