Losing a loved one can be overwhelming and emotionally draining. And in the wake of that loss, money may be the last thing on your mind. Of course, there’s no one right way for you and your family to address the most common issues that arise when faced with a loss. And while many decisions can be postponed while you’re grieving, we understand there are practical matters that may need your attention right away.
You won’t have to do this alone – we’ll help ensure you have enough cash flow to cover expenses and, along with your team of professionals, will help you settle the estate and work through inheritance decisions during this time. And when you’re ready, we’ll evaluate your assets and financial needs, future tax implications and estate plan to help ensure your future is properly planned for.