Going through life changing events such as a divorce, loss of a spouse or loved one, or an unexpected inheritance is a reality for many of us. Divorce and loss of life are devastating, emotionally charged and often tied closely to financial challenges. Inheritance, whether expected or not, should be navigated with caution, keeping in mind tax efficiencies and future goals.
Having worked with clients in similar situations, we have experience and know what questions to ask and what information is important to gather before making financial decisions that could have long-term consequences. If you are experiencing a life changing event, we understand the challenges, opportunities and difficulties you may be facing. When you are ready, please know we are here to discuss your situation.
- The following case studies are hypothetical and are for illustrative purposes only. These studies do not represent actual clients but a hypothetical composite of various client experiences and issues. These case studies do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted. Actual performance and results will vary.