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Suddenly Responsible for Investments

Suddenly Responsible for Investments

Suddenly Responsible for Investments

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 


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? 
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