Broker Check

Managing Finances After the Death of a Relative

Client Centered

The passing of a spouse or a loved one is one of life’s most traumatic events. When this happens, evaluating your finances may take a back seat to more pressing concerns. But even amid the grief that accompanies the passing of a loved one, it is important to assess your financial situation. You’ll want to avoid making rash decisions in the days and months following your loss to ensure that you and your family have the resources you need for the future. We can provide good financial advice to be able to
help you navigate this difficult time. Your success in adjusting to the death of your spouse depends on a variety of factors, including:

  • The age at which you are widowed
  • The age and number of dependents
  • Your financial circumstances
  • Your investment experience

To help you manage this difficult life change, we can help you build a plan. This plan will include giving you a roadmap of your financial situation, helping you compile a list of important legal and financial documents such as the will, marriage and death certificates, Social Security numbers, insurance policies, pensions, 401(k)s, bank statements, etc. We work collaboratively with your trusted advisors including your minister, CPA, and attorney. Finally, we recommend taking care of you. Such a profound loss does not mean that you can’t build a meaningful life. With financial security, you can embrace exciting, new opportunities and create a rich and rewarding future. Call us whenever you are ready so we can help you during this difficult transition.

Have a Question?

Thank you! Oops!