I handled inheritances all the time as an elder lawyer. Receiving my own made me less afraid of retirement — but I wasn't prepared for the guilt.
Orrin Onken dealt with other people's inheritances for years as an attorney, but then he received his own and was able to ...
I’m inheriting my elderly parents’ $680,000 investment portfolio — it’s managed by a long-time adviser with a 1.75% fee. Should I fire the manager for taking too high a ...
Not only have you inherited your parents’ portfolio, you’ve also inherited their long-time adviser. Now you’ll have to decide ...