#estate-management

#estate-management

This spring we suddenly had to move my in-laws to assisted living. My mother-in-law's dementia was spiraling, and we discovered my father-in-law also has something similar. They had done a good job covering up what a mess their lives had become the past few years, and now we're slowly unspooling it. Dear Not Thinking Clearly, My husband has power of attorney, both financial and medical. We're through all the medical hoops, and I'm now looking at their finances.

I have an amazing fiancee who is smart, beautiful and honest. We are getting married next year, and we're excited about the future we'll have together. However, I am struggling with something in regard to my fiancee. She has noticeable facial hair. I don't know how to talk to her about it. I know saying something would hurt her feelings, which is something I want to avoid.

Instead of talking to her about your concerns which she may or may not share pick one part of her inheritance and ask her if she'd like your help in dealing with it. The van is probably the easiest place to start. Tell her that you've noticed she doesn't drive it, and you have some ideas about what to do with it, if she's open.

The flat fee advisor's charge remains $10,000 regardless of portfolio growth, while the AUM advisor's fee increases with the portfolio, costing $25,000 for a $5 million estate.