Loss of Spouse
We extend our condolences to you for your recent loss.
Whether sudden or expected, becoming a widow or widower is not easy. The life you had planned with your spouse must now be reconsidered. During this difficult time you need to prepare for your future.
Nicholas Ventimiglio understands what you’re going through. Perhaps your spouse took charge of the family finances. Assets may be complex or even hidden. Tax and property issues can seem daunting. You may have children or grandchildren, and you care about their financial security as well as your own. You want to emerge from your transition with a sensible financial plan for the future.
Nick has assisted many widows to take control of their finances, plan for the future, and move ahead with confidence. We will work closely with you or your attorney during every step of the probate process, and we will support your attorney with financial information and strategies that will facilitate an equitable settlement.
For our valued clients we strive to:
Compile Accurate Financial Information
• Review and evaluate medical bills and insurance issues
• Determine your financial responsibilities
• Analyze tax and estate issues
• Create your personal household budget
• Provide financial planning for your children or grandchildren
Meet your goals
• Create a financial plan for the future
• Provide peace of mind as you move forward
If your attorney is your primary advisor, that’s fine with us. Nick often acts as a silent partner to the client’s legal team, and we assist with sensitivity and discretion. Our mission is to help our clients feel secure as we craft financial planning strategies designed to provide the most important thing of all: peace of mind.
Contact Nick Ventimiglio today for your complimentary initial consultation. We look forward to hearing from you.