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?
