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.

THESE ARE SOME OF THE QUESTIONS THAT WE SHOULD CONSIDER:

How do I transfer my spouse’s investment assets into my name and what documents will I need?
Will I need to create a new investment portfolio?
Do I need a new Will?
How will my estate plans change?
Should I now consider transferring assets to my family?
How will my budget change?
What are the implications if I decide to sell my home?
Will I need new or different insurance coverage?
What is involved in being an Executor?