Have you recently lost someone close to you and now find yourself responsible for their finances?
Inheriting wealth can be an overwhelming experience — especially during an emotional time. You may not know where to begin or what decisions are safe to make right away.
This short video walks you through what to expect, what common pitfalls to avoid, and how to move forward thoughtfully. From retitling accounts to understanding tax implications, our goal is to help you navigate this process step-by-step.