Dealing with the loss of a loved one is both fiscally and emotionally draining. Furthermore, handling these emotions while finding and managing assets can become unbearable. A trusted advisor like the Delta Advisory Group team can become a pivotal piece in helping you locate, distribute, and manage these assets. This is a major step in continuing your family’s legacy.
The assets that you or a loved one leave behind are far greater than something tangible. They are the next step in building generational wealth.
Let us help you with our guided 4-step process to secure and grow your or your loved one's inherited assets.
Understanding the Beneficiary Documents
This step should always go through your estate’s legal team. They are the professionals in this arena and will help you and your advisory team to understand the intricacies of the estate documents that were in place. Before you can act on finding and distributing the assets, you must first understand who the beneficiaries are. Many people jump this step and run into both paperwork hold-ups or personal conflicts amongst family members. Like any good plan, it’s best to start from the top.
Don't Wait Until It's Too Late. Set Your Family Up with the Financial Advisor Resources Now.
The smartest step one can take is the step of preemption. Having a team by your side for when the moment happens can both expediate the process and help bring a sense of security. The Financial Advisors and Planners at Delta Advisory Group are ready to help you along the way. Let us help in keeping your family legacy.