Anyone who has been in a long-term committed relationship understands what “being there” means.
One of the benefits of a stable relationship is that you have someone you can rely in when you need help. Couples support each other. Even as traditional roles have evolved, most families still have a division of labor when it comes to certain chores and tasks. The fact is that some people are good at one thing and not so good at others. What’s great about compatible couples is that they complement each other and, as a result, they are stronger, smarter and wiser together.
This is why the loss of a companion is such a traumatic experience.
All of a sudden, the person you have relied on is no longer there. There is a big void in your life. You may find yourself wondering what you are going to do.
While we don’t promote ourselves as the substitute spouse, in a financial sense we quite often find ourselves in that role.
When a spouse or long-time companion dies, our surviving clients often call on us to provide financial guidance. Having dealt with hundreds of these transitions, we know the ins and outs of the estate settlement process. We know the common pitfalls and things that can go wrong and are there to provide advice and guidance to help lift the burden and take care of things correctly and efficiently.
We relieve people from having to do it themselves.
We’ve written a set of books on this issue to help people plan ahead before their time comes, called BEFORE I GO. The book and workbook are a wonderful compliment to traditional estate planning documents and help to fill in the missing information that those documents tend to leave out.
Let us know if you have any questions or if you or anyone you’re close to needs an experienced and helpful hand working through one of these situations.