Surviving Spouses
Not surprisingly, given Mark Cogan’s background as a widower, our firm specializes in servicing the unique needs of surviving spouses. At Colgan Capital, our typical client is a surviving spouse age 55 and over with $500,000 investable assets. He or she values the importance of family and enjoys spending time with their children and/or grandchildren. Most of them enjoy an active lifestyle and support charitable causes through the contribution of their time or money.
Mark intimately understands the pressures and burdens that fall upon a surviving spouse— he lost his wife when she was only 28 years old. It was this personal tragedy, combined with over a decade of financial planning experience, that led him to create a niche working with widows and widowers.
Beyond grief, survivors face an overwhelming mountain of administrative responsibilities in the aftermath of a loved ones death. We take the time to guide you through the financial and administrative process following a loved one's death. In particular we address the financial and legal issues that occur within the first six to twelve months after the death occurs.
We also realize that while grieving, widows and widowers often have a hard time concentrating and it is critical not to be rushed into decisions. So, we will work with you in a relaxed manner to make sure you are comfortable every step of the way.
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