Being the executor of an estate can be a monumental task. Having an executor checklist to guide you can help streamline the process of handling the complexities of estate management. 1. Figure out if you need probate. Generally, the size of the estate determines the need for probate. The size of the estate is judged … Read More
Whether you feel prepared or overwhelmed by being named the executor of an estate, having a financial advisor experienced with an estate settlement can be priceless. The experts at Blisk Financial Group have put together a few of the reasons every executor should consider hiring an estate settlement financial advisor. They Can Uncover Hidden Assets … Read More
If beauty is in the eye of the beholder, so is the definition of wealth management. Wealth management is determined by the client. Here we present our Starter’s Guide to Wealth Management for Business Owners and Executives. What is Wealth Management? If you ask anyone in the financial services industry what wealth management is, you … Read More
In the fog of grief, it can be difficult to consider the trickier aspects of handling money given by a loved one. We’ve compiled a list of five aspects of inheritance that may need a little illuminating during this sensitive time. Lump Sums vs. Installments with Inheritance Some inheritances are paid all at once, while … Read More
An inheritance can be an incredible gift that can change your whole financial picture—if you make the right decisions.
Receiving an inheritance is bittersweet, on the one hand presumably a loved one has been lost, and on the other, you now a unique opportunity.