A proactive approach to ensuring the smooth transfer of your investments and insurance proceeds according to your exact wishes, Now Transitions may include family meetings, final affairs reviews and estate settlement partnership with your attorney.
Linda P. Erickson, Certified Financial Planner® leads a specialized team which includes Certified Estate and Trust Specialist Brittany Robertson, Certified Financial Planner,® CES.™ Our team will work to organize and take timely action to minimize roadblocks, facilitate necessary transfers and answer your questions about any wealth transfer which could happen in the near future. Utilizing a tool called AssetMap, we build a visual representation of the estate, including family members and charities involved, to provide clarity to the process.
Bring your family to a calm, safe space and discuss with an experienced, knowledgeable leader your concerns and potential roles as Power of Attorney and/or Executor, where you can ask questions, hear what parents want and what adult children need as you contemplate moving into the latter stages of the parent’s life.
Final affairs review
Begin to review and organize your personal business affairs to ascertain that your documents say what you want, that accounts are titled appropriately, that any revisions you want can be executed in a timely manner and that all your questions and those of your family are answered.
Estate settlement partnership
After a death, the Erickson team works with you, your attorney and your CPA to take care of business matters and give you and your family the time you need to grieve and take stock. After a death, the Erickson team works with you, your attorney and your CPA to take care of business matters and give you and your family the time you need to grieve and take stock.
Learn more about Erickson's Now Advantage™
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.