Loss of a Loved One
Whether the loss of a loved one was expected or sudden, it can be traumatic.
In addition to the already overwhelming emotional aspect of the loss, there are financial issues that need to be addressed as well. This difficulty in working through the financial impact of a loss is often compounded by how confusing financial institutions’ forms and processes are.
We can help you clarify how to tackle these issues, and can often do most of the work for you.
Divorce brings its own feelings of being overwhelmed and stressed.
In addition to the fallout for your family, there are financial issues to be dealt with. Often, one spouse takes care of most financial issues, and when those responsibilities fall on the spouse who was not previously very involved in the financial aspects of the relationship, it can be overwhelming.
We can help you work through these issues, get organized, and begin to think in a forward-looking manner.
An inheritance can be life-altering and for many.
There is often a different emotional tie to funds that are inherited versus saved. The nuance is important because fear of the loss of funds due to market fluctuations or poor decisions tends to be much higher than with one’s own earned funds.
It is critical to make the best decisions with inheritances that will support each person’s personal life vision.
We integrate inherited funds into your overall financial plan, helping you determine your personal highest and best use for the funds.
Inheriting Chaos with Compassion
Written by Jennifer Luzzatto, President of Summit Financial Partners
Inheriting Chaos with Compassion is an invaluable and compassionate handbook that covers power-of-attorney, executor responsibilities, and all aspects of settling an estate, while providing essential information about bank accounts, investments, and any professional service you might require.
Inspired by Jennifer’s personal experience and informed by her three decades in the financial services industry, Inheriting Chaos with Compassion will get you through the tangled financial legacy your loved one left behind.
Need help and answers?
Summit Financial Partners can help you answer all your questions and help you with the roadblocks you might face. And we do so with the compassion, understanding, and dignity you deserve.
Call us today at 804-290-0162 to schedule an appointment.