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In Case I Die - Who handles my financial details?

August 30, 2022
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As most of us travel through life, we utilize experts to help with various aspects of life.  A car mechanic, an attorney, a financial adviser, an appliance repairman, etc.  In the financial realm, the list of experts often includes:

  • Financial adviser
  • Attorney
  • Tax preparer or accountant
  • Life Insurance agent
  • Property & Casualty agent

It can be very good to have someone help you “quarterback” this situation.  Instead of having everyone compartmentalized and doing their own thing, it is important to be sure that all of the financial matters work together to protect and prosper you.  We regularly consider a client’s total picture and work together with their attorneys, accountants, and so forth as needed.  YOU are in charge and we can help!