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Financial Planning Considerations Regarding the Death of a Loved One

 We recently helped a client who lost her husband and both parents within a year. I made a video that talks about important financial planning considerations when dealing with the death of a loved one. Click on the video image below to view my video.


One of the important things that people forget when they transfer assets from a decedent to their own accounts is to make sure to define their own beneficiaries on their accounts so that their estate plan is implemented without long drawn out interpretation of the probate process!

My mission is to inspire as many people as I can to be wealthier and healthier!

For 25 years I have helped families achieve their financial goals by maximizing their resources! 

Please contact me at (734) 433-1670 or cyril.white@fourfinancial.com if you have any questions or if there is anything we can assist you with! 

For OVER 20 YEARS we have been Michigan's PREMIER and ONLY PLAINTIFF FOCUSED STRUCTURED SETTLEMENT CONSULTANT!

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change.  All information is believed to be from reliable sources; however, LPL Financial makes no representation as to its completeness or accuracy.  The opinions voiced in this material are for general information only are not intended to provide specific advice or recommendations for any individual.  Securities offered through LPL Financial.  Member FINRA/SIPC




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