When a loved one passes, the last thing you should have to worry about is financial matters. The unfortunate reality is; however, that getting started on settling financial matters quickly is essential in order to work through potential tax and financial implications.
You may not know all the things that come next or even where to begin, and that is okay. I can help you alleviate some of the financial worries that result after the loss of a loved one and take the next steps alongside you as your family’s personal financial advocate now and in the years to come.
First and foremost, I want to help you to focus on what is most important—grieving your loss.