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Thread: Financial Advisor?

  1. #11
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    Default Re: Financial Advisor?

    a
    CVS Extra Care Bucks - that's how I roll .

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  2. #12
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    Default Re: Financial Advisor?

    Quote Originally Posted by SEsterly13 View Post
    My parents need advice on holding the mortgage to my aunt's house vs selling it to me and my husband vs...well, I don't really even know anymore!

    Again, I appreciate anything anyone has to say and/or can still tell me!
    A CPA who specializes in Estate tax filing might be helpful with regards to this & could probably answer your question.

    My grandmother passed away last Aug. & I was the executor for the estate. The CPA I used was very helpful in answering questions such as yours.

    I also received a lot of help from a financial advisor (not planner) with regards to how best to handle the assets of my grandmother's estate. There was no fee for the consultation. My FA makes his money & operates in the same way as mama described.
    CVS Extra Care Bucks - that's how I roll .

    Here's a link to my Have & Wish List

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