4 Things to do Before Losing a Loved One

No one is comfortable talking about the idea that people they love will all pass away someday.  Watch Chris Berte discuss 4 tips that can help reduce the stress and anxiety around losing a loved one.  With some planning now, you may be able to spend more time with your family and loved ones when they need it most, rather than worrying about getting finances in order. 

 

Losing a loved one is never easy.  Having to organize an estate and finances when you are grieving is something no one should have to go through. 

There are steps you can take to help put your mind at ease now and save a lot of trouble later.

  1. Review estate plan. The most important document is a last will and testament, but there should also be a durable power of attorney, beneficiaries, and trusts as well.
  2. Gather important documents, such as financial account information, property deeds, vehicle titles, and insurance policies in a safe place.
  3. Know who to contact. Put the contact information in a safe place for an attorney, insurance broker, financial advisor, and accountant. 
  4. Celebrate time together. Talk with your loved ones about their life and memories, as a well as their wishes.

Everyone can benefit from some degree of planning before a loved one passes.  Getting affairs in order can be overwhelming, but Signet is here to help. 

Need help preparing?  Please contact us to schedule a time to talk.

 

PLANNING AND ADVICE

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Past performance may not be indicative of future results. Different types of investments and investment strategies involve varying degrees of risk, and there can be no assurance that their future performance will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. The statements made in this newsletter are, to the best of our ability and knowledge, accurate as of the date they were originally made. But due to various factors, including changing market conditions and/or applicable laws, the content may in the future no longer be reflective of current opinions or positions. Any forward-looking statements, information and opinions including descriptions of anticipated market changes and expectations of future activity contained in this newsletter are based upon reasonable estimates and assumptions. However, they are inherently uncertain and actual events or results may differ materially from those reflected in the newsletter. Nothing in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice. Please remember to contact Signet Financial Management, LLC, if there are any changes in your personal or financial situation or investment objectives for the purpose of reviewing our previous recommendations and/or services. No portion of the newsletter content should be construed as legal, tax, or accounting advice. A copy of Signet Financial Management, LLC’s current written disclosure statements discussing our advisory services, fees, investment advisory personnel and operations are available upon request.

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