THESE ARE SOME OF THE QUESTIONS THAT WE SHOULD CONSIDER:

  1. How do I transfer my spouse’s investment assets into my name and what documents will I need?

  2. Will I need to create a new investment portfolio?

  3. Do I need a new Will?

  4. How will my estate plans change?

  5. Should I now consider transferring assets to my family?

  6. How will my budget change?

  7. What are the implications if I decide to sell my home?

  8. Will I need new or different insurance coverage?

  9. What is involved in being an Executor?

THE DEATH OF A LOVED ONE

The death of your spouse or a loved one can mean changes in your life and in your life goals. A Carte advisor can help with strategies and advice for balancing your priorities during this difficult time.