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 Bereavement
- Help to gain understanding and comfort with new financial situation
- Analyze cash flow and net worth statements
- Evaluate pension, employee benefits & investments
- Understand & explain tax ramification as estate settles
- Facilitate preparation of final tax returns in an expedient manner
- Coach and support through out process
- Assist in transition of assets as estate settles
- Educate & assist in understanding new financial circumstances
- Ensure spending patterns are appropriate given new circumstances
- Prepare long term projections for future financial security
- Develop and implement investment strategies
- Work closely with legal advisor to develop new estate plan
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