Estates and Inheritance
The grief following the loss of a loved one is difficult enough. When money gets involved, it can be overwhelming and difficult to understand all the account types, investments and tax implications. Let us help...
Life After Loss
When you’re facing the difficult situation of losing a loved one and handling money, we’re here to help. We can help you assess the situation, create a plan, and assist you through all the next steps. Nobody should have to handle loss and money on their own.
We have answers to several common questions, such as:
How do I organize and consolidate these accounts for easy distribution?
What does each company need in order to transfer the accounts?
How will my taxes be affected by this transfer or inheritance?
Are the investments right for me or should I change them?
What are my responsibilities as a successor trustee?
How do I make a beneficiary claim?
How do I set up my own beneficiaries?
What’s the difference between inheriting cash vs retirement accounts?
How does this transfer affect my personal finances? What changes can I afford?
How do I make sure I spend this money wisely?
We can help you answer all these questions and more.
Schedule a free, no-obligation consultation with us at (530) 487-1777 or schedule an appointment online.
Helpful Resources
Here are some related resources and downloads to help as you address your financial situation in the wake of loss.
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