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Widow/Widower Assistance

When we lose someone we love, it can be difficult to handle everything that follows. In addition to the grief and loss we feel, there is often an overwhelming amount of paperwork, tasks, and decisions that need to be addressed. All of this comes at a time when our brains may feel "foggy" and forgetful because we are trying to deal with the emotional side of our loss as well. Because of this, grief can make it harder for us to feel confident about our decision-making during this time. Samantha helps women prioritize which financial decisions must be faced immediately, and which can wait until they are further along in the healing process. This is important since our brains function differently while we are grieving. Just remembering why you walked into a room can be challenging right after a loss, let alone handling the estate and other financial issues that we often have no experience in until we lose someone we love. Samantha will patiently hold your hand throughout this process and helps towards reducing stress for you whenever possible. She often attends meetings with your attorney and/or CPA to try to help handle as much of the heavy lifting as possible for the grieving person. From personal experience, Samantha understands that everyone's grieving process is different and she meets you wherever you are in that process.

Helpful Information for the Widow/Widower

  • Widow/Widower Checklist-This comprehensive guide explains what needs to be done after losing a spouse and is prioritized by pressing tasks first, then tasks that can be delayed.
  • List of Documents to Gather After Losing a Loved One- Gathering the documents on this list will prepare you for working with any advisers/companies with regards to your spouse's passing and will likely be requested by other professionals when you eventually meet with them. 
  • What to know about Social Security as a Widow/Widower
  • Women's Checklist--get help with areas that Keep You Up at Night

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Maryland Financial Group Inc. a registered investment advisor. Maryland Financial Group Inc. and IntegriGen Wealth Management are separate entities from LPL Financial.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states:
Samantha: CA, CO, DC, FL, ID, IL, MA, MD, NJ, NY, OH, OR, PA, TX, VA
California Insurance License#4216178
Brad: CA, CO, DC, DE, FL, ID, IL, MA, MD, MN, NH, NJ, NY, OH, PA, SC, TN, VA 
California Insurance License# 4216216

2600 Tower Oaks Blvd. Ste. 220
Rockville, Maryland 20852

  •  Tel: 301-251-1005
  •  samantha@integrigenwealth.com
  •  brad@integrigenwealth.com
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