This is your information page if you are suddenly responsible for investment accounts or other assets. This could be receiving an inheritance, helping aging family members manage their accounts or fully taking over as your family's finances. We can assist you with managing and creating a plan during this difficult time. You may be looking for help with:
Taking over a Trust or Estate
Consolidating Assets for a Loved One
Understanding Tax Implications of Inheritance
Understanding your Role as Power of Attorney
Guidance Selling Real Estate or Other Assets
Managing Long Term Care Costs
Understanding Medicare Care Coordination
Managing Cash from Life Insurance Payments
FAQ
Why should I partner with you?
We have gone through the process of consolidating accounts, doing the paperwork for life insurance and annuity claims, selling property, distributing assets to beneficiaries and the many other tasks that come along with the passing of a loved one. We can help you do all these tasks in the most efficient way possible while also helping you consider the long-term implications of decisions you are making now.
If your loved one is still living and you are taking over managing their assets, we can help you set that up in a way that would make it as easy as possible on you. We can also assist with accessing Long Term Care and other potential benefits.
We've been through this many times with many complex situations and can use our expertise to help advocate for you in this difficult time.
I am already in touch with the Financial Advisor my Loved One worked with, do I really need your help?
It’s a great first step to get to know the current Advisor on the accounts! We have found that many wealth managers don’t have the scope of experience that you will need in this situation to make the best decisions with regards to real estate, taxes, beneficiaries, estate considerations, etc while also focusing on how to make it as easy as possible on you.
If you aren’t sure if we can add value to your situation, please contact us at 928-421-0002 for a 15-minute complimentary call to see if there’s anything that is part of our process that they are not doing.
It seems like a pretty simple process, do I need you to guide me?
It can be simple to just move everything around and send funds out. However, there are a lot of nuances in the paperwork and the processing options. It can be very easy to get done, but you and your family may have tax consequences for decisions made in ignorance for years to come. We can use our expertise and previous experience to help you handle this situation in a way that will be best for you and your family long-term.
In short, we don’t know what we don’t know.
My Loved One hasn’t asked me to take over anything yet but based on their health I think this will be coming soon. Should I reach out to you now?
Yes! The earlier we get involved the better able we will be to help you set everything up in a way that will be easy to manage in the future. It’s never too early to start planning. The majority of our plans begin when there is not action to take.
Unfortunately there are many strategies that cannot be taken advantage of after it is too late.
What Questions Should I Ask You?
If you've never partnered with an Advisor before, you might be wondering what information you should consider as you make your decision.
How will you partner with my tax team (CPA, estate planning attorney, etc.)?
How do I check on your compliance history with the regulatory bodies?
How often will you connect with me throughout the year?
What fees do you charge?
How do you protect my information?
How quickly will you respond to me when I have a question?
