Challenges in Life
Loss of Loved Ones

Loss of Loved Ones

Of all the things in life, though only death is certain, however when it strikes, it leaves behind a trail of misery and grief. The loss of a loved one can never be compensated. The grief that follows is a natural response and mourning is an outlet for such unbearable grief. However you may also be faced with financial concerns. Key issues such as estate settlement and inheritance matters need to be looked into. Inheritance is associated with:

  • Tax implications
  • Change in your "net worth"

This calls for important financial decisions that can impact your

  • Current taxes
  • Future assets
  • Retirement Plan

Logicals as your CFO will enable you to address your immediate financial needs to ensure that they are met during the settlement of estate. Our financial planning will help you to maximize the value of your inheritance and to determine whether all your assets including your inheritance can cover your financial needs in your retirement. Talk to our financial advisor to ensure the right financial decisions at such a difficult time.