Coordinate and attend meetings with other advisors, such as attorneys and accountants.
Hold regular face-to-face meetings to ensure that all planning is well-coordinated and implemented.
Utilization of LPL Financial “iDoc” to store sensitive documents.
Help keep your emotions out of investment decisions.
Assistance To Loved Ones – Continued
- Analysis of whether your home is safe to age in place
- Finding home health care services, assisted living and other care options
- Finding and coordinating care for a senior or individual with special needs
- Access to a health care concierge to help you if a health crisis or difficult diagnosis occurs
- Assistance to protect your accounts against financial fraud
None of the information contained herein is meant as tax or legal advice. Please consult the appropriate professional to see how the laws apply to your situation. Kirsch Wealth Advisors does not provide legal advice or services. Please consult your legal advisor regarding your specific situation.