Articles

How Best To Handle An Inheritance During An Economic Downturn

Over the last few months, economic uncertainty has increased dramatically. There are concerns about inflation, a potential recession, and declining house and stock markets. For beneficiaries waiting...

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...

How To Value An Inherited Property

When inheriting a property, one of the first questions likely to come to mind is “How much is it worth?” Depending on the property type...

Questions To Ask Your Wealth Advisor About Your Inheritance

Whenever you receive a lump sum of money, whether through an inheritance or another life event, your Wealth Advisor’s first recommendation will most likely be...

Inheritance Advance Vs Bank Loan

If you are set to receive an inheritance and are anxious to receive the money as soon as possible due to some pressing financial need,...

What’s The Best Way To Invest Your Inheritance?

Inheriting  money is always comforting  news. It means a lot to know that the loved one you lost considered their future, and yours! But if...

Debts And The Deceased

Many believe one’s debt is forgiven once they pass away.  More importantly for our purposes, do their beneficiaries? In general, the rules for handling the debts of...

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...