Losing a parent is a difficult and emotional experience -- and we're all going to go through it.
If you're inheriting money or property from your parent, it can be overwhelming to navigate this transition when you're already dealing with grief and final arrangements. As financial advisors (and also as daughters!), we understand the sensitivities and we're here to support you.
We'll help you create a plan that honors your loved one's memory and helps you make the most of the inheritance. Let's work through this together.