Financial Planning & Investment Management

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...

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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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