Losing A Parent, Finding Financial Confidence
Jill, 60, had been supervising the care of her ailing father, 87, who had suffered from Alzheimer’s for the past two years. Although expected, the death of her father took Jill by surprise and left her in a state of grief and uncertainty. She is the executor of the estate and is charged with dividing his $15 million estate among herself and two siblings. Not only did she lose her father, she will now inherit his estate and the complexities that come with it. Jill is unsure how to invest the money and needs help in the following areas:
- Overcoming the emotional stress of her father’s passing
- Navigating the settlement of the estate
- Recognizing the financial impact of this transition on her own financial plan
- Developing a comprehensive plan for her future
We can guide her through this transition and create a workable plan to help her feel confident about the future. We can explore what is important to her so that she can enjoy life to the fullest.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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