Case study: Financial confidence after losing a loved one
Rob’s father passed away when he was 18 and about a year ago, Rob’s mother was diagnosed with terminal cancer. During this time of emotional stress, Rob needed to navigate the financial and legal requirements for his mother, who was a valued client of Affinity Private.
Affinity Private worked closely with Rob ensure the process of managing his mother’s personal financial arrangements and transactions was as simple as possible. They worked with his mother’s other professional advisors, such as her accountant and lawyer to ensure alignment on all financial and legal matters. Having an established and trusted relationship with Affinity Private meant Rob felt comfortable to have robust and emotional discussions around the plan for his mother’s finances.
His advisors at Affinity Private were personally available for Rob to reach out to at any time
Rob felt assured Affinity Private had his best interests at heart during this emotional and difficult period. Because his mother had been proactive in putting an estate plan in place with Affinity Private, navigating the process was easier for Rob, and the value of the estate was significantly enhanced by the tax effectiveness of the wealth transfer. He was comfortable with the decisions he made around his mother’s estate with the counsel of her advisors.
Please click on the image to watch the interview with Rob Morrison.