Safeguarding your Inheritance
Inheriting is often preceded by loss.
Financial Planners can help protect and grow your inheritance while you grieve, giving you one less worry in a difficult time.
Inheriting truly embraces the spirit of the saying, with the good comes the bad.
An inheritance might be nice, but the reason that you have received one usually isn’t. The sum total of a loved ones worldly possessions land in your lap, including their money.
Often after the immediate tasks are taken care of, the grief encroaches. You and your loved ones have held it together to make the necessary arrangements but then you potentially have a lot of money, shares, property, etc. and no loved one. This is where seeking professional help can make a big difference.
A financial adviser can take all of that in hand and keep it safe for you while you grieve. Initially you may just tell them, “keep it running, I cannot handle any more than that at the moment”. It is also possible to leave simple instructions with your financial planner, such as, “we know there is an investment portfolio, can you please provide information on the value and recommend if it is right for me”. Let your planner handle the information gathering and have them break it down for you from there.
This is all a bit macabre and not really something most people want to think about. We understand that, however knowing that this is an option means people can process their grief in their own time without worrying about the money.
Tupicoffs can manage these types of concerns (and many others) for our clients with dignity and professionalism. Loss and grief are unfortunately a part of life that most of us experience sooner or later. With that knowledge and our own experience we strive to make these times and transitions as easy as possible for our clients.
