Articles

About Inheritance Advances for Financial Advisors

By Lucas Whelan, CFA, CFPC As any financial advisor who has helped a client with the probate process can attest, lengthy legal processes can create...

How I Got My Inheritance Before Probate Was Finished

When my Dad passed away after a long battle with cancer, in a way it was a relief that his suffering was finally over, but...

What to do when a loved one dies.

Whether it has been expected because of long illness, or it’s due to a surprise event like an accident or sudden health event, it can...