Being named executor of an estate plan can be both an honor and a difficult task. Learn the basics to begin probate, protect assets and distribute to beneficiaries. Consulting with professionals like Stableford Capital can also simplify the process.
While hiring an asset management firm can be a major undertaking there are a few points to narrow in on to find the right firm for you. Get to know the advisor and his or her experience. Make sure the interest is reciprocated. Is the advisor client-focused, responsive, and does he or she really listen? Then find out about the firm’s investment philosophy and how often your portfolio will be reviewed.