Blakeslee & Blakeslee has provided financial planning and investment services to residents of the Central Coast for several decades. As the oldest locally owned financial planning firm, we’ve worked with clients of all incomes and ages on issues that range from opening one’s first mutual fund account, to helping businesses determine the appropriate retirement plan(s) for their employees.

As a local and independent broker/dealer registered with the Financial Industry Regulatory Authority (FINRA), a Registered Investment Advisor with the State of California, and a member of the Securities Investor Protection Corporation (SIPC), Blakeslee & Blakeslee offers every client independent non-proprietary investment advice, services, and products.

Call one of our Financial Planners today. Offices located throughout the Central Coast.

Decisions of an Executor
Executors are given court authority to follow the terms of a will and properly distribute the assets in a deceased person’s estate. How well they carry out their duties could have significant impact on how much of the estate is preserved. If there is no executor or appointed administrator, then any person in actual or constructive possession of any property of the decedent has the power to make certain elections. This would include a trustee. When the final income tax return is filed for the decent, an executor or other responsible person may make certain elections that could dramatically impact...Read More