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Planning After the Loss of a Significant Other

One of the most devastating life events one faces is the loss of a spouse, whether expected or unexpected, and even the best preparation cannot soften the emotional blow. One of the first steps is organizing financial documents. We help clients determine where they are financially, how to adjust their budgeting, and reevaluate their short and long-term goals, from paying for a child's tuition to estate planning. We can also work with clients' CPAs and attorneys to coordinate other financial needs. In this emotionally trying time, we understand how important it is for widows and widowers to feel comfortable discussing their challenges and fears. Working together, we give our clients our undivided attention and the time for them to ask any questions they may have.

 
Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes.

A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a checklist that you may find useful at such a time.