Rely on reassuring guidance during a difficult time.
Losing a spouse is a catastrophic life event. And while you’re grieving, you’re confronted by some potentially complex financial questions. We serve as a caring, knowledgeable guide during this difficult period, helping you make decisions that can secure a comfortable future. Together, we will:
- Locate your financial assets and update your balance sheet.
- Identify all your expenses and create a budget.
- Communicate your financial guidance to loved ones you may want to include in your decision-making process.
- Determine whether to hold on to or sell key assets, like your home.
- Ensure you’re receiving the government and tax benefits you’re entitled to.
No one wants to consider their own death, let alone plan for it. But making sure those left behind have a clear picture of and access to your assets, liabilities, estate plan and wishes will take a huge burden off of them when that difficult time comes.
Use this guide as a resource to locate, gather, document and store important information that will be needed after your death. Your surviving spouse, adult children, executor and/or successor trustee will use this information to help wrap up your affairs and implement aspects of your final wishes.
Review and update this guide annually. Make certain to share this information and whereabouts of this guide with the appropriate people in your life.