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THREE THINGS YOU SHOULD KNOW ABOUT SURVIVOR ASSISTANCE

  • Posted by Brad Bridgewater
  • On October 31, 2017
You can’t overestimate the difficulty people have with the decisions, intense emotions, and consequences that accompany the death of a family member. We recently encountered this situation with long-term clients John and Jane*. In this situation, John always took full responsibility for the couple’s finances, and when he passed away unexpectedly, Jane realized very quickly […]
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  • Cybersecurity
  • Estate Planning
  • Financial Planning
  • Insurance/Risk Management
  • Investments
  • Survivor Assistance
  • Tax
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