Widows and Widowers
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. |
