Losing a spouse is probably one of the most difficult situations that a person can face. Finances can get lost in the tragedy. The surviving spouse may have little or no investment experience. They may not know where to find the financial papers.

Bonnett Wealth Management helps many widows and widowers take informed financial steps. Here are some key areas that we help widows and widowers to address:

INCOME FOR LIFE: How many accounts do you have, and how much are they worth? Will you be able to keep the lifestyle you enjoy? We use a model designed to help individuals to make good decisions about their income needs.

ASSET PROTECTION: How can you protect the assets that you have spent a lifetime accumulating? We can answer that question, since we have experience helping many individuals make informed decisions in harmony with their goals.

TRUST ADMINISTRATION: How does one administer a family trust? How can someone get help in this area? We’re here to offer guidance and an extensive network of estate planning specialists, too.

GIFTING: How can you transfer some assets to family and charities while limiting what Uncle Sam gets? Again, our Network of Specialists includes many tax professionals with experience in this area. We’ll coordinate their work on your behalf.