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Loss of Loved One

Category:
Estate Planning
What Issues Should I Consider If My Parent Passed Away?
Category: General, Estate Planning, Life Events
What Issues Should I Consider Before Closing The Estate?
Category: Estate Planning, Life Events
What Issues Should I Consider If My Spouse Passed Away?
Category: General, Estate Planning, Life Events
Related Topics
Chartible Giving
Category:
Estate Planning
Inheritance
Category:
Estate Planning
Loss of Loved One
Category:
Estate Planning
Step Up
Category:
Estate Planning
Estate Planning Documents
Category:
Estate Planning

Getting Your Referral Stats

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING!”
— An advisor in Kentucky
“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”
— David, an advisor in NY
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“I love fpPathfinder. I use it nearly every day. Clients think it is very clear and easy to understand and it has increased our credibility.”
— An advisor in Utah
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
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