Dealing with a death of a loved one is never easy. As your financial advisors, we can provide valuable support to your family during sickness and after the loss of a loved one by helping you navigate the complex financial implications of the situation.
This may include assisting with estate planning strategies, managing inheritance, and ensuring that the family's financial goals are still being met despite the loss. Additionally, we can offer emotional support, empathy, and personal guidance during this difficult time.
Email us and we will send you our guide: Priority Actions After a Death. It contains a helpful timeline of the actions to follow and what to do:
Immediately
Over the next week or two
Within the first few months
Eventually