Handling a Legacy: For You or a Loved One

MAKING A COMPLICATED PROCESS A LITTLE EASIER.

So many of us have strong feelings about our legacy but put off planning it out. The conversations are unpleasant. Dealing with loss, uncertainty, and coming to agreements gets emotional. Our emotions then become our roadblock, helping us to push off finalizing our estate plans. Handling this for a loved one can be just as tough. Ironing out financial details and completing tax returns while grieving adds extra complexities that can be avoided if discussed prior to death. Which is why we’ve created a checklist to help you get started on this process.

  1. DOWNLOAD THE STEPS TO TAKE AFTER THE DEATH OF A LOVED ONE.
  2. SET UP AN APPOINTMENT WITH A FINANCIAL ADVISOR. Meet with one of our experts to have an organized and objective discussion about your opportunities.
  3. DETERMINE AN ACCOUNTABILITY PLAN. It’s easier to stay on track if you have steps to keep you accountable. Our financial advisors will help set you up for success.

 

GET STARTED NOW 

Fill out the form to the right to download the Steps to Take After the Death of a Loved One.

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