Yes. Our firm has been in existence for more than 40 years. Through handling the investment, tax, estate planning, and insurance needs of our clients, we have years of experience assisting surviving spouses, children and other relatives in dealing with the financial issues that arise when a loved one passes away. This assistance includes helping with the organization of financial records, the filing of pertinent documents with financial and insurance institutions, and even assistance in the filing of necessary tax documents with Federal and state entities.