05/29/2026
In case you missed it: this week's article on the widow penalty is worth reading before you need it.
When a spouse dies, the surviving partner doesn't just lose their person. They lose their married-filing-jointly tax status. And for most families, that triggers three separate financial hits: a higher income tax rate on the same income, a Medicare surcharge that did not apply before, and a larger percentage of Social Security becoming taxable.
Most estate plans never address any of it. A Personal Family Lawyer does, because we are there for the family, not just for the documents. This article explains what those hits look like and what couples can do while they still have time.
Link here: https://induscounsel.com/no-one-warned-her-about-the-widow-penalty-her-first-tax-return-did/