Losing a Loved One
When a loved one passes, it’s easy to feel overwhelmed with the need to make final arrangements, complete paperwork and settle the estate. While each situation varies, our wealth advisory team can guide you through the timing and key tasks that are typically undertaken by those responsible for settling an estate.
Breathe & Process
Put Your Team in Place
Heal & Look Forward
To assist our clients and their families during this difficult time, we help them understand what financial and legal tasks they must immediately address and those they are able to put off for a few days, weeks or months, so that they have the peace and space to process their loss. To provide the peace and space to process their loss, we help our clients and their families during this difficult time by understanding:
- Financial and legal tasks they must immediately address
- Tasks they are able to put off for a few days
- Items that can be addressed in coming weeks
- Big decisions to hold off on for a few months
A Holistic Approach to Taking Care of You
Children & Family Dynamics
Losing a loved one can be devastating in more ways than one. We understand the delicate nature of this transition process for all involved and are here to help make the transition as easy as possible through our holistic approach to financial planning.
Business Entities & Real Estate
In this time of grieving, we are here to help you gain perspective and view your full financial picture. Insurance, tax implications, and many other factors are involved in the estate when losing a loved one. We can help you navigate these complexities for your long-term financial well-being.
Your New Normal
A new path lies ahead of you and we are here to be your support system as your personal and financial journey evolves. We believe in true life fulfillment and can build a financial plan that gives true meaning and honors the life of your loved ones.
We’re Here to Help
If you have ever thought, I should really know more about my finances, or, There is just too much to know and I don’t know where to start, our book and these resources can help you get your financial foundation in place.
WAI News & Events
With immense pride, Beacon Pointe Advisors (“Beacon Pointe”) is thrilled to share our accolades from The Orange County Business Journal (OCBJ) . These accolades underscore our firm’s excellence in assisting remarkable clients and our entrepreneurial growth story.
Beacon Pointe is deeply honored to have received recognition from Forbes for over a decade.
It is a humble honor to be recognized by Barron’s for over half a decade as a top wealth advisory firm in the nation.
Senior Wealth Advisor, Karen Reifel, CFP®, helps you pre-experience what it would be like to work with Beacon Pointe in a time of need when a loved one passes.
Managing Director, Jill Steinberg, CDFA®, MBA, shares three tips on what to do when a loved one passes away.
