Janice: Major Life Event

The client:

• Janice (45)

• Divorced

The situation:

• Janice recently became an income beneficiary of an irrevocable trust, a new responsibility for Janice. 

• She has questions about if she needs to continue working, the best way to manage this income, and how best to structure her investment portfolio. 

• Janice has also never filed a trust tax form and does not feel that her current tax professional is guiding her in the right direction. 

• These new financial considerations have caused Janice anxiety. She is looking for a trusted individual to help answer her questions and serve as a sounding board to help make the right financial decisions for her situation.   

How CFC can help:

• Educate Janice on her current financial picture and discuss options around work and managing a trust income.

• Evaluate long-term care options and costs.

• Create a framework that Janice is comfortable using that allows her to make financial decisions aligned with her values.

• Serve as a sounding board and resource for any questions.