What a traumatic time, mourning the loss of a loved one. Soon to follow will be the financial decisions make, often creating even more stress.
It is critical that your options be thoroughly explained to you, seek help from a trusted advisor before making any decisions.
|You have a few options:
Take your time in making decisions, rarely is there a critical time crunch to get this done. Year end tax planning would possibly be one of the reasons to move a little quicker, but don’t be pressured into making decisions until YOU are comfortable.
Invest in Balance