Loss of a loved one


Losing a loved one is difficult.  Along with the mourning comes a pile of financial documents to evaluate and financial decisions to make.  Lots of time, you may have heard of financial terms but not really sure what they mean.  Even with tons of online resources, you still want guidance.  But you don’t know where to start.

Before making any major decisions, consult with our trusted professionals to help you.

Price is quoted per hour.



  • Complete and file tax returns for the decedent
  • Develop tax strategies to properly distribute assets
  • Work with an estate attorney to dissolve the trust and create a new one
  • Help with most tax issues
  • Assist with notifying financial institutions
  • Evaluate the best distribution method for financial assets and insurance proceed
  • Manage investment
  • Help with changing titles to financial asset


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