If you are newly widowed, it's extremely important to review your assets, living arrangements, and life care wishes, and determine which of your adult children should now act as your Health Care Agent, Power of Attorney, and Executor or Trustee. You may also need help retitling assets from your deceased spouse to you or you may need help with planning for out-of-state real estate. You may have lost your partner in life, but you have the chance to create a team of loved ones and advisors to guide you through the next chapter of your life.
If this describes you, please contact us to get the discussion started.