Financially uninterested spouse inheriting stock portfolio

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AltaRed
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Joined: 05 Mar 2005 20:04
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Re: Financially uninterested spouse inheriting stock portfolio

Post by AltaRed » 24 May 2017 20:50

I think Fraser has a more realistic view of what will happen than a lot of folks in this forum (or others) have. He and his wife have gone to a fee for service advisor in preparation for the day where Fraser passes on, and there is at least some continuity (the fee for service advisor) for a continuation of current philosophy and/or learnings by the spouse of the historical record.

Hats off to Fraser (IMO).
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