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Widowed or Ailing Partner

Widowhood is one of life’s tragedies that most families hope to avoid. However, for most married women, it is inevitable. Women are more than three times as likely as men to lose their spouse.

While the statistics can be scary, we have helped many women during this time of grief and transition. We encourage you not to make any significant financial decisions other than those that absolutely cannot wait. We are prepared to help you sort through the financial challenges, as a trusted partner in the process.

If you are dealing with an impending death due to a terminal illness, we may be able to help you with some advance planning.

Whatever situation you are facing, we are here to help with the following:

  • Organizing paperwork and working with your attorney to settle the estate
  • Assisting with insurance settlement, Social Security, banking accounts and retirement plan transfers
  • Forecasting your immediate cash flow needs
  • Analyzing your overall situation; looking at the "Big Picture"
  • Prioritizing important decisions and deciding what can wait until later
  • Serving as a sounding-board and decision-making partner
  • Providing patient guidance
  • Helping you move forward with plans for the future

At this most difficult time, we encourage you to reach out for help. Call or email us. We are here for you!