Loss of a Loved One

The loss of a loved one is one of life's most overwhelming times - both emotionally and financially. Seemingly overnight a myriad of questions must be answered and crucial decisions made. We recognize that these decisions can have a major impact on your well-being for the rest of your life. Our Loss of a Loved One service can help you prioritize what should be done first and the steps needed to make sure everything is handled in a time sensitive effective manner. 

• Services Provided
  • One-on-one or family meeting to review your situation, help resolve any issues, and next steps - this meeting is complimentary
  • Processing of Life Insurance, Retirement and Pension claims
  • Social security analysis and claim strategies
  • Reviewing tax implications of assets and the best way to inherit those assets while reducing the tax burden
  • Review and completion of all necessary paperwork
  • Communication of Actions with Attorney if necessary
  • Re-registrations of assets
  • Estate settlements
  • Follow-up and ongoing service available to assist you in completing the process - fees may apply at this time
  • Planning for the preservation of your Assets

Losing a loved one is stressful enough and trying to navigate what to do next is often too overwhelming and time consuming.  Let us take on the stress and burden of all that is entailed so that you can spend the time with family and grieving your loss.  We have helped dozens of clients and their families during this process and hope we can help you too.