No matter how proudly independent you are, if you are facing life after the loss of your spouse, you’re likely experiencing some strong emotions.
Whether the result of a long illness or an untimely event, you need to process your emotions on your time and in your own way.
But time doesn’t slow, and there are things that need to be taken care of sooner rather than later. That’s when a team of trusted advisors is essential.
If you don’t have a financial advisor and have recently experienced the loss of your spouse, I can help. Up to now, words like “probate,” “retitle,” and “spousal benefits,” may not have been in your everyday vocabulary.
I’ll help you sort through the complicated financial process and prioritize what needs to be addressed now and what can be taken care of later.
If you’ve had an active role in making financial decisions, you’ll be better prepared for the decisions you have to make. But if you aren’t used to making those sorts of decisions, you may feel a bit intimidated by your new responsibilities.
In either case, we recommend reaching out to your team, including your lawyer, accountant, and financial advisor, to ensure your decisions are both emotionally and financially sound.