#estate-management

#estate-management

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.