Loss of Loved One

If you’re grieving the loss of a loved one, it’s difficult to focus on financial decisions. However, there may be a number of financial issues requiring your attention during this emotional time. As a surviving spouse, executor of the estate or an heir inheriting assets, you may have questions about your role and how to move forward.

Take Control with an Estate Plan

Let us help you make informed decisions about next steps during this difficult time. Contact us for help with executor duties, estate administration, distribution of assets and tax planning.

Helpful Resources

Estate Planning Documents
Administrative Trustee Services
Family Office Services
Investment Management
Resource Center

We do not provide legal or tax advice. Please consult your legal or tax advisor in regards to your own situation.