Loss of a Loved One

As with divorce, loss of a loved one is an emotionally challenging time. But unlike divorce, it does NOT have to be a time of financial uncertainty.

But first things first. We all have the ability to direct where our assets will go when we die, and perhaps even save some money in estate and income taxes too. It’s called an estate plan, and a sound estate plan, which includes wills, trusts, powers of attorney, health care directives, and more, is a critical component of someone’s comprehensive financial plan.

While attorneys typically draft such documents, they may not have your complete financial picture.

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Ed and Brenda are pleased to help you design the best total plan for your circumstances and then work with you and your estates and trusts attorney to make it happen.

After the death of a loved one, Ed and Brenda can assist on setting up the appropriate accounts, moving the money into those accounts (subject to probate and other legal hurdles), and then help you to allocate those monies appropriately for your goals, cash flow needs and your own legacy requirements.