Financial Planning after the Death of a Loved One
As you get older, you need a trusted advisor who will walk with you through the golden years and stand by you at the end of your life. We ensure your estate plan is integrated into your financial plan, making any necessary changes to ensure your wishes are met. After you are gone, we’ll help navigate the resulting legal and financial issues, going the extra mile to ensure that your wishes are carried out, your family’s needs are met is and that the best financial outcomes occur.
Because Shakespeare develops close relationships with our clients, we understand the personal issues that go with losing a loved one. This helps us anticipate the financial issues that need attention. Shakespeare is committed to our clients, even after they are gone.