Understanding Financial Situation After Loss

December 18, 2024

After a long battle with illness, our client’s husband passed. We worked with the client to update accounts and recoup overpayment of taxes.

December 18, 2024

After selling their business, a couple received a sudden influx of wealth--$60 million—but realized they only had a very basic estate plan in place.

June 1, 2024

Our client’s husband passed away a few years ago after a long, brave battle with cancer. The Financial Harvest team worked with the family to ensure her assets and legacy were protected for the next generation.

June 1, 2024

Due to the sale of their business, our client came into a sudden influx of wealth totaling around $60 M. At the time of the business sale, only very basic estate planning was in place for their family.

April 24, 2024

A husband recently received a large lump sum distribution from his company's buyout. He wanted to strengthen his family’s financial literacy in the event he predeceases them.

April 24, 2024

Our client’s husband passed unexpectedly in the summer of 2020.

407-937-0707

1091 W. Morse Blvd., Suite 200

Understanding Financial Situation After Loss

Estate Planning After Business Sale

Continuity for Surviving Spouse and Family

Collaborating with your Professional Network Team

Preparing the Next Generation

A Family’s Sudden Loss of Husband and Father

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