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Financial Planning and Death

"My interest is in the future, because I'm going to spend the rest of my life there." ~ Charles F. Kettering

Most financial planning that focuses on end of life issues is actually pre-death planning like life insurance, wills and trusts, gifting strategies, etc.

But there are many financial ramifications that you need to consider after a loved one has died as well.

Many of these issues impact taxes, trusts, family businesses, and much more. At Compass Financial, we recognize that the first few months after losing someone you love is not the time you want to talk about finances or make any big decisions. That’s why we’re here. To help you identify what you must do and what can wait.

Financial planning and death will play an important part in your family and your future. We’re here to help.