LOSING A PARENT,

FINDING FINANCIAL PEACE

Jill, 60, had been supervising the care of her ailing father, 87, who had suffered from Alzheimer’s for the past two years. Although expected, the death of her father took Jill by surprise and left her in a state of grief and uncertainty. She is the executor of the estate and is charged with dividing his $15 million estate among herself and two siblings. Not only did she lose her father, she will now inherit his estate and the complexities that come with it. Jill is unsure how to invest the money and needs help in the following areas:

  • Overcoming the emotional stress of her father’s passing
  • Navigating the settlement of the estate
  • Recognizing the financial impact of this transition on her own financial plan
  • Developing a comprehensive plan for her future

We can guide her through this transition and create a workable plan to help her feel confident about the future. We can explore what is important to her so that she can enjoy life to the fullest.

This case study is for illustrative purposes only. Individual cases will vary. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Prior to making any investment decision, you should consult with your financial advisor about your individual situation.
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GUIDANCE FOR EACH STAGE OF LIFE

Addressing your different needs along life's journey

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NOT YOUR ORDINARY EVENTS

Creative ways we
engage our clients

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DIVERSELY CAPABLE

Credentialed across
multiple disciplines

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A SHARED PASSION

A tight-knit team
totally dedicated to
serving you

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HIGHLY COORDINATED

Holistic collaboration with
your CPA and attorney

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THE RESILIENCE OF GINKGO BILOBA

Our logo reflects
our philosophy

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GUIDANCE FOR EACH STAGE OF LIFE


Addressing your different needs along life's journey

LEARN MORE


NOT YOUR ORDINARY EVENTS


Creative ways we engage our clients

LEARN MORE


DIVERSELY CAPABLE


Credentialed across multiple disciplines

LEARN MORE


A SHARED PASSION


A tight-knit team totally dedicated to serving you

LEARN MORE


HIGHLY COORDINATED


Holistic collaboration with your CPA and attorney

LEARN MORE


THE RESILIENCE OF GINKGO BILOBA


Our logo reflects our philosophy

LEARN MORE