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Death of Loved One

Losing someone close to you can literally shatter your world. Picking up the pieces is difficult and, of course, things can never be the same. Honor your loved one, but know that your financial circumstances have changed and now require new understanding, new strategies, new goals, and you have new needs.

Death is not fair or logical, and it’s always too soon when it comes to someone you loved and depended upon. You may have depended upon a spouse for financial matters and now, amidst your grieving, you feel lost and confused. Simply put, I can help you put one foot in front of the other and move through the financial confusion. With the use of easy checklists and new conversations about money, you will begin to see your way. Keep breathing. This will take a while.

If you have lost a parent, who was overly secretive regarding their finances, you may feel like you are looking at things you do not understand. It can become much simpler with professional guidance. You have enough on your plate right now. I can help with financial matters that have timelines, restrictions, deadlines, and processes that may seem foreign to you. Together, with your attorney, I can help you develop a plan, facilitate optimal transfer of assets, and revise your own financial outlook.