Encompass Advisors
By Jon Green
February 29th, 2024
No one wants to think about it: The death of a relative is a time for mourning and remembering the good they brought to your life. But there are still technical matters to consider—namely, a potential inheritance.
Navigating the inheritance process can be time-consuming and confusing at a time when you and your family are already focused on grieving your lost loved one. Ideally, your relative will have left clear instructions on finding their will and distributing the inheritance. But that’s not always the case, making wealth transfer complicated.
