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Preparing for the Inevitable: A Proactive Approach to End-of-Life Financial Decisions


The loss of a loved one, especially a spouse, is always a challenging time. To protect and care for those you love most, it’s crucial to take a proactive approach to financial planning, ensuring your loved ones are prepared when the time comes. In this video, Melissa D. Bane, Senior Private Client Advisor, and William M. Coxe, Jr., Private Client Advisor, discuss the importance of advance financial planning and provide key insights into the various aspects of creating an effective and proactive financial management strategy. Here, they touch on subjects like loss of income, probate, and involving the next generation in the process.

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This commentary represents the opinions of Greenwood Capital Associates, LLC and is for informational purposes only. The information contained herein has been obtained from sources believed to be reliable but cannot be guaranteed for accuracy. It is not intended as a basis for the implementation of any particular investment strategy or any decision to purchase or sell. The opinions expressed are subject to change from time to time and do not constitute a recommendation to purchase or sell any security nor to engage in any particular investment strategy. Investment Advisory Services are offered through Greenwood Capital Associates, LLC, an SEC-registered investment advisor.