In the last two months I have had 6 client pass away. Many of them had lived very long lives, a couple did not. It is never easy to deal with a death, there are so many emotions, life plan, events that will all be different now. I try to make my part of this horrible life-cycle event seamless. I try to make sure all accounts that I manage, and outside of my management, are titled properly so they will transfer easily. Believe me, the last thing anyone wants to deal with is messy financial paperwork while trying to process your loss. One thing that our firm has available to help with this transition is our Financial Organizer. I recommend reviewing these topics when your family is together and everyone is healthy, it takes a lot of the stress out of the situation. If you would like a copy of this Financial Organizer please email me at n.hecht@financialgroup.com.

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