Financial Planning for Death

Someone you love has unfortunately passed on. This has likely left you with the tough task of trying to deal with their finances – wind up their taxes, handle the estate etc – all the while processing this huge loss.
As financial advisors, we deal with this situation a few times a year, and while it is just as difficult every time, we know we provide true value to clients going through this.

One of the most unfortunate aspects of the death of a loved one is how you just don’t get the time and space you need to grieve. The mortgage still needs to be paid, you can never get enough time off from work, and the paperwork that needs to be filed is relentless.

We can take a large part of this bureaucratic paperwork off of your shoulders. Just let us know what needs to be done and we can put everything together for you followed by a quick meeting to review and sign paperwork. This gives you the time you need to be with those most important to you as you sort out life going forward.