Life's Final Chapter: Planning with Care

The final stages of life can be challenging because we often face circumstances that we never imagined. In retrospect, all the work, diligence and planning can lead to financial security but there is more. Roles become reversed and sometimes relationships change and we have found that individuals and families who plan ahead are often more successful during these transitions.

Loss can be a deeply personal experience, and navigating the practicalities during this time can feel overwhelming. This page offers a gentle guide to support you, whether you've recently lost a loved one or are planning ahead for yourself and your loved ones. We've gathered a collection of resources, including checklists for surviving spouses and helpful links to trusted organizations, all designed to provide comfort and clarity during a difficult time. Please know you are not alone. Let us help you navigate life's final chapter with care and understanding.

Surviving Spouse Checklist

Surviving Spouse Checklist

The Surviving Spouse Checklist: A 12-Month Guide to Working With Your Advisors (created by Nueberger Berman) offers a compassionate hand during a difficult time. This comprehensive guide walks you through the year following a loved one's passing. This organized approach allows you to focus on healing while ensuring important tasks are completed. 

Surviving Spouse Checklist
Honoring a Life

Honoring a Life

In the wake of loss, finding ways to celebrate a loved one's life can be a powerful part of the healing process. This comprehensive website offers a wealth of resources from practical tools to creative ideas for paying tribute. Explore their extensive library of information, or download their free resources to celebrate the life of your loved one.

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Help for Surviving Spouses

Help for Surviving Spouses

In the midst of grief, managing finances can feel like a daunting task. This step-by-step guide from the Consumer Financial Protection Bureau prioritizes the most essential steps, offering a gentle hand during this difficult time.

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Long-Term Care Planning

Long-Term Care Planning

One of the most overlooked and misunderstood insurance topics is long-term care. This major expense has the potential to derail every financial plan at any age. According to the Administration for Community Living, a person turning age 65 today has almost a 70% chance of needing some type of long-term care services and supports in their remaining years. Whether care is needed at home, assisted living or in a nursing facility, and whether it is for a parent, family member or yourself, care can be expensive and stressful. Long-term care planning can help.

Resources for Family of a Veteran

Resources for Family of a Veteran

The U.S. Department of Veterans Affairs (VA) offers a wealth of resources, including bereavement counseling, financial aid programs, and survivor outreach services to family of our fallen heroes.

Explore the links below to learn more.