When life events occur, like the passing of a loved one, there are important actions that need to be taken into account. Whether it be beneficiary claims for life insurance, IRAs or annuities, or the need to update registrations due to trust directives, we are here to help.
At Oarsman Capital, we work with survivors to ensure all of the important financial items are taken into consideration. We provide direction, so you have confidence that your situation has been evaluated and your decisions have been thoughtfully executed. We commonly work with our clients' other advisors, including tax preparer and/or estate planning attorney, as well as other family members, if necessary, to achieve consensus on the best steps forward.
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