Survivor Planning

When a loved one dies, it is an emotional time that is challenged more by the often confusing and complicated process of administering an estate. There are so many steps that must be taken to gain access to your spouse’s assets and close out his or her estate efficiently. We can help make this process easier for your family. We’ll work with your loved ones, Trustees, and Executors to navigate all the issues that come with the transfer of an estate.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

Learn More

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

Learn More

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Learn More