Broker Check

Loss of Spouse or Loved One

Coping with the loss of a loved one may be one of the hardest challenges that many people face. Not knowing what to do with the finances adds to the grieving process. Settling the estate, making life insurance claims, changing beneficiaries, repositioning of retirement assets, filing taxes, and securing pertinent financial documents may need to be managed immediately. At Investment House on Forest, Inc. we relieve some of the pressure by helping you retain an attorney, get organized, or be by your side to help you make tough financial decisions.

Registered Representative is not an attorney. The Registered Representative will help review the documents and recommend a local attorney that specializes in Estate planning. Estate planning can involve a complex web of tax rules and regulations. You should consider the counsel of an experienced estate planning professional before implementing any strategy.