Death of a Loved One

Following the death of a spouse, dealing with personal finances can be bewildering, considering that you are grieving. We are here to help you transition from widow(er) to independent person, empowering you to manage your money to meet your needs, goals, and hopes for your future. We bring financial expertise and strategic advice for your immediate needs to advanced planning. We advocate for you and with you on your timeline, without rushing you through any decisions. We are part of your transition team, working collaboratively with your CPA/Tax Advisor, Attorney, and Insurance Advisor. We are your fee-only fiduciary partner, providing strategic advice for you and with you.

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Relevant Blog Posts

Is It Time to Bypass Your Bypass?

Historically, estate planning attorneys have used a bypass trust for married couples in order to prevent the estate of the surviving spouse from having to pay federal estate tax. However, the use of a bypass trust can have negative income tax consequences for your heirs. Here is how the bypass trust model works: the amount […]

My Long-term Care Story

The number one reason to be nice to your family this Holiday season is that they are the people who could be changing your diapers in the future. 78% of elderly people who need long term care are receiving that care from one or more family members. From personal experience, I can tell you this […]

End of Life Care Team

Last year I was invited to attend a team meeting regarding a client’s end of life care. I will refer to her as “Susan” although for privacy concerns that is not her real name. It was a very inspirational experience and I was honored to be a part of it. Discussing and planning for the […]