Alex, Ryan, and Andrew discuss what to do when a loved one passes away. They have helped many families through this difficult time. There is so much happening at once that it can become a BLUR.
- Emotionally coping with the loss of a loved one.
- Making all the funeral arrangements.
- Evaluating the financial situation, consolidating accounts, and filing life insurance claims.
Some have this all planned out and others are unorganized. What do you do first? What should you be thinking about? Even an uncomplicated estate has many steps. Horizon believes it takes a team to efficiently transfer an estate.
Financial Advisor offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Horizon Advisers is not a subsidiary of nor controlled by Cetera. Tax services are provided by Horizon Advisers. Cetera Advisor Networks does not provide tax services. Tax and accounting services provided by Horizon Advisers CPA. Cetera Advisor Networks does not provide tax nor accounting services. 5455 Corporate Dr. Suite 210 Troy, MI 48098