Responding to the transitions in life

One certainty in life is that change is inevitable. We specialize in helping people in transition, whether it’s due to an inheritance, marriage, divorce or the death of a spouse. Each presents a unique set of challenges and complexities that must be addressed. We understand the uncertainty these events can trigger and, importantly, will be here to help you move ahead with your life.

Inheritance
Those who inherit money must resist the urge for instant gratification, spending without regard for the future. We’ll also collaborate with your attorney to update your will and estate plan, and with your accountant to address the tax impact of receiving a large sum of money.

Marriage
Getting married is certainly a joyous and celebrated occasion, but it also means the merger of two separate financial situations and attitudes toward investing. We are experienced in the financial issues that can accompany marriage and can help you address all of them, including setting goals, establishing a budget, managing debt and creating an estate plan.

Death of your spouse
The death of your spouse has major financial implications – and they come precisely at a time of great emotional stress. You may be managing your financial affairs on your own for the first time and are concerned about having sufficient income to maintain your lifestyle. We will be here for you every step of the way to advise you on each important matter, which may also include life insurance proceeds, Social Security and the retitling of financial accounts.

Divorce
A divorce can greatly affect you and your family not only emotionally, but financially as well – and therefore requires careful planning. If you or your spouse owns a business or practice, its value could be a point of contention. If you have children, it is important to determine your income and needs before negotiating child support or alimony. We can help you and your attorney gain a clear picture of your financial situation and offer guidance on dividing assets and managing taxes, so you can move forward.

Change is not merely necessary to life, it is life.

– Alvin Toffler, futurist

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