Whether you have recently lost a loved one to death or you are facing the imminent departure of someone close to you, these are difficult times. It does not matter how prepared we may be, the passing of a loved one, young or old, is one of the most difficult occasions we will ever face.
The need for support is crucial and you may believe that the obvious sources for this comfort will come from family, friends, and co-workers, yet often individuals find it difficult to release their emotions for fear that they need to be the pillar for others during these difficult times.
The intimate details usually fall on only one or two key persons and in some respects, they are forfeited of the opportunity to grieve. These situations can be elevated with proper planning and can form a part of a broader plan encompassing Last Will and Testament, funeral arrangements, disposition of assets and succession planning in the case of Active Business Ownership.
Feel free to utilize a financial advisor who is knowledgeable in the duties and responsibilities that are required at these terrible times.
Click here to view a checklist we provide to help guide you through the various details.
Please contact us so we may provide assistance and support.