Search found 93 matches

by GetSmarter
Tue Sep 29, 2020 3:22 pm
Forum: Personal Investments
Topic: Asset Allocation at age 61
Replies: 61
Views: 7064

Re: Asset Allocation at age 61

Thank you, CyclingDuo! For another illustrative post. I'm glad you shared about your wife's sentimentality about her dad's inherited shares. It's a real emotion. I think I struck a reasonable balance, trimming my dad's favorites to $50k each. (Though I did second-guess self about selling so much PEP...
by GetSmarter
Mon Sep 28, 2020 2:54 pm
Forum: Personal Investments
Topic: Asset Allocation at age 61
Replies: 61
Views: 7064

Re: Asset Allocation at age 61

Hi CyclingDuo, I love your handle name. I picture you and your spouse riding carefree through the hills. Thanks for your support on this forum. I find your information enlightening, and I appreciate your sensitivity to my learning curve in wake of my dad's recent death. I am not accustomed to wide s...
by GetSmarter
Sun Sep 27, 2020 1:05 pm
Forum: Personal Finance (Not Investing)
Topic: Should I Quit Hated Job And Take 80% Pay Cut?
Replies: 62
Views: 8288

Re: Should I Quit Hated Job And Take 80% Pay Cut?

I hated my job in my thirties but I was excellent at my duties. Quit. Went into business. Succeeded. Got burned out after several years of self-employment but overall it was a very positive experience: making more money, being respected, beating out my competition. Being in control of my business fe...
by GetSmarter
Sun Sep 27, 2020 1:00 pm
Forum: Personal Investments
Topic: Asset Allocation at age 61
Replies: 61
Views: 7064

Re: Asset Allocation at age 61

Now my Asset Allocation is down to 58/42, and I want to trim further. Still figuring out my portfolio. For sure I need to get down to 50% equities but I'm considering 30% and 40% equity position too. I'm not doing well with the wild gyrations to stock portfolio this past month. I want to make sure ...
by GetSmarter
Sun Sep 27, 2020 12:03 pm
Forum: Personal Investments
Topic: Asset Allocation at age 61
Replies: 61
Views: 7064

Re: Asset Allocation at age 61

Thoughts on Asset Allocation recommendation for 61 year old single female with $2 million, no debt, no job. Monthly expenses, including estimated taxes figured in, approximately $4,500 a month or $55,000 a year. I won't take social security until 70 ($1,240 month). I'm inclined to go to 40 equities...
by GetSmarter
Sun Sep 27, 2020 11:55 am
Forum: Personal Investments
Topic: Asset Allocation at age 61
Replies: 61
Views: 7064

Re: Asset Allocation at age 61

35.59% Taxable Individual Stocks: $711,985 Income = Current dividend stocks projected income: $14,100 a year. Following hold in long positions Dividend Yields 8.93% Linde (LIN) $178,592 1.5% 3.42% Walt Disney (DIS) $68415 N/A 6.90% Caterpillar (CAT) $137,295 2.7% 3.11% Paccar (PCAR) $61388 4.2% 5.7...
by GetSmarter
Sun Sep 27, 2020 12:18 am
Forum: Personal Finance (Not Investing)
Topic: Wife Quitting High Earning Job?
Replies: 56
Views: 8327

Re: Wife Quitting High Earning Job?

Hi, My wife and I are both in our mid-30s, we have a $2.5M net worth (including paid off home), and we make about $750K of combined annual income. Our children are both under 10 and we have a full time nanny that handles a lot of house work. The nanny has also been helping our kids with virtual lea...
by GetSmarter
Sat Sep 26, 2020 11:38 pm
Forum: Personal Finance (Not Investing)
Topic: Should I Quit Hated Job And Take 80% Pay Cut?
Replies: 62
Views: 8288

Re: Should I Quit Hated Job And Take 80% Pay Cut?

Dear BHs Long time lurker. First time poster. The advice I'm looking for is not 100% financial, but I've seen similar threads over the years here and have always been impressed with the wisdom and perspective given by this community. I'm mid-30s and work in education overseas. I'm going to be frust...
by GetSmarter
Sat Sep 26, 2020 5:45 pm
Forum: Personal Investments
Topic: Asset Allocation at age 61
Replies: 61
Views: 7064

Re: Asset Allocation at age 61

I may have missed this, but do you pay state income taxes? Some states charge regular income tax rates on dividends and capital gains, which may or may not affect your investing strategy. Depending on how soon you sell your individual stocks, you may want to turn off dividend reinvestment, as it ca...
by GetSmarter
Thu Sep 24, 2020 12:01 am
Forum: Personal Investments
Topic: Asset Allocation at age 61
Replies: 61
Views: 7064

Re: Asset Allocation at age 61

Your latest question is unanswerable except by you. I'd sell all the stocks and use the money to immediately buy a total US stock market index fund. I'm planning to sell the individual stocks but I'm still working on my investment plan. Currently, I have too much in equities (75%) so if I sell indi...
by GetSmarter
Wed Sep 23, 2020 11:42 pm
Forum: Personal Investments
Topic: How Many Brokerage Companies Are Too Many?
Replies: 45
Views: 2952

Re: How Many Brokerage Companies Are Too Many?

Has anyone ever considered the possibility that some IT guy might accidentally delete your account? Yes, there will be backups, but how often do companies actually test their backups? You might find this document interesting: https://www.fdic.gov/news/financial-institution-letters/2020/fil20003a.pd...
by GetSmarter
Wed Sep 23, 2020 11:33 pm
Forum: Personal Investments
Topic: Dividend Stocks: Sell now or wait until I formulate my investment plan?
Replies: 11
Views: 1011

Re: Dividend Stocks: Sell now or wait until I formulate my investment plan?

Make no rash moves - plan first, then act. Owing taxes is not the worse thing. The market has been a bit volatile these last few months so expect more see-sawing short of being all cash while formulation plan. When you say "short of being all cash" are you suggesting riding the up and dow...
by GetSmarter
Wed Sep 23, 2020 10:47 pm
Forum: Personal Investments
Topic: Dividend Stocks: Sell now or wait until I formulate my investment plan?
Replies: 11
Views: 1011

Re: Dividend Stocks: Sell now or wait until I formulate my investment plan?

Target2019 wrote: Wed Sep 23, 2020 12:31 pm A good plan is to scour lots for gains and losses. Sell one lot at a time to offset another sale which is a loser. If all that you have are gains, then think about the next move more carefully.
Thank you for your thoughts. I'm considering that.
by GetSmarter
Wed Sep 23, 2020 10:46 pm
Forum: Personal Investments
Topic: Dividend Stocks: Sell now or wait until I formulate my investment plan?
Replies: 11
Views: 1011

Re: Dividend Stocks: Sell now or wait until I formulate my investment plan?

Are you charitably inclined, particularly with an interest in supporting a charity in memory of the deceased? If so, you could donate the stocks with the largest capital gain to that charity, getting rid of that part of the tax issue. Thank you but I'm fairly young and need to keep the money for ol...
by GetSmarter
Wed Sep 23, 2020 10:45 pm
Forum: Personal Investments
Topic: Dividend Stocks: Sell now or wait until I formulate my investment plan?
Replies: 11
Views: 1011

Re: Dividend Stocks: Sell now or wait until I formulate my investment plan?

I'd avoid making decisions based solely on taxes but they are a consideration. You say that you've inherited stocks "recently." The cost bases of stocks is set on the date of death. If your inherited stocks "recently" that have appreciated, make sure you are familiar with short-...
by GetSmarter
Wed Sep 23, 2020 5:10 pm
Forum: Personal Investments
Topic: How Many Brokerage Companies Are Too Many?
Replies: 45
Views: 2952

Re: How Many Brokerage Companies Are Too Many?

Regarding consolidation - it seems like every week someone has a story whereby things go wrong. It would make me weary to ever do so. I might decide to put all my "New" money into one of the 3 - but something would have to be really bad with one of the 3 I have for me to move out. Today's...
by GetSmarter
Wed Sep 23, 2020 5:08 pm
Forum: Personal Finance (Not Investing)
Topic: Cost Basis problem transfer of assets from Vanguard to Schwab
Replies: 34
Views: 2184

Re: Cost Basis problem transfer of assets from Vanguard to Schwab

I also had a problem with Charles Schwab regarding cost basis. In my story, I inherited individual stocks at a stepped up basis at Charles Schwab. I'd opened an account in my trust name to transfer stocks into it but was told I could only transfer into an individual account. So I created one. Then I...
by GetSmarter
Wed Sep 23, 2020 1:32 pm
Forum: Personal Investments
Topic: How Many Brokerage Companies Are Too Many?
Replies: 45
Views: 2952

Re: How Many Brokerage Companies Are Too Many?

Thank you for your reply!
by GetSmarter
Wed Sep 23, 2020 12:15 pm
Forum: Personal Investments
Topic: How Many Brokerage Companies Are Too Many?
Replies: 45
Views: 2952

Re: How Many Brokerage Companies Are Too Many?

That depends on what you use them for and why you have them. I don't like to have everything with any one company so I prefer a couple. Depending on how you count them I have 3 or 4 (the 4th is really the government's TSP so not really a broker). I will most likely go to two brokers - TD and Fideli...
by GetSmarter
Wed Sep 23, 2020 12:10 pm
Forum: Personal Investments
Topic: Dividend Stocks: Sell now or wait until I formulate my investment plan?
Replies: 11
Views: 1011

Dividend Stocks: Sell now or wait until I formulate my investment plan?

Thanks to helpful Bogleheads, I've decided to sell all the individual stocks I recently inherited. As a newly retired person, not my intention, with a recent windfall, I'm educating myself in order to create a plan to serve me well up to 35 years. My question is, do I sell all or a percentage of ind...
by GetSmarter
Wed Sep 23, 2020 11:27 am
Forum: Personal Investments
Topic: How Many Brokerage Companies Are Too Many?
Replies: 45
Views: 2952

Re: How Many Brokerage Companies Are Too Many?

I have two, Vanguard, and Fidelity. The bulk of my, and all DW's investments are at Vanguard. My Fidelity brokerage account was opened to invest $1.00 in each of Fidelity's "zero" funds in August of 2018. Currently my holdings have grown to $1.01, and $1.17. Quick, which amount is Fidelit...
by GetSmarter
Wed Sep 23, 2020 10:15 am
Forum: Personal Investments
Topic: How Many Brokerage Companies Are Too Many?
Replies: 45
Views: 2952

Re: How Many Brokerage Companies Are Too Many?

GetSmarter wrote: Wed Sep 23, 2020 2:23 am I have assets at three brokerage companies. I like diversification for safety. I like SIPC Insurance. I'm curious if others have multiple brokerage accounts or consolidate into one. Pros/cons?
Thanks everyone for responding to my post. Interesting answers!
by GetSmarter
Wed Sep 23, 2020 10:14 am
Forum: Personal Investments
Topic: How Many Brokerage Companies Are Too Many?
Replies: 45
Views: 2952

Re: How Many Brokerage Companies Are Too Many?

We use 4 major brokerage companies and have a 403(b) at a different major firm. We make very few transactions, so we do not need to login to these accounts except maybe once a year. Now that the 529 plans are zeroed out we actually have fewer accounts than in the past. As a married couple we are re...
by GetSmarter
Wed Sep 23, 2020 2:23 am
Forum: Personal Investments
Topic: How Many Brokerage Companies Are Too Many?
Replies: 45
Views: 2952

How Many Brokerage Companies Are Too Many?

I have assets at three brokerage companies. I like diversification for safety. I like SIPC Insurance. I'm curious if others have multiple brokerage accounts or consolidate into one. Pros/cons?
by GetSmarter
Tue Sep 22, 2020 7:58 am
Forum: Personal Consumer Issues
Topic: Caretaker for parents?
Replies: 46
Views: 3176

Re: Caretaker for parents?

Dear Bogleheads: Have any of you modified your work to care for another family member? Has anyone done it long term? I am considering helping my parents as my dad's Alzheimers progresses and my mom needs more and more help. They've made it clear that they don't even want to find help through their ...
by GetSmarter
Tue Sep 22, 2020 6:57 am
Forum: Personal Investments
Topic: Asset Allocation at age 61
Replies: 61
Views: 7064

Re: Asset Allocation at age 61

Please, go purchase Jane Quinn Bryant's book "Making Your Money Last" - it is the best single reference for our (I'm two years ahead of you) stage of life. +1 I have bought several copies for friends and you can get it at Thriftbooks used. Thank you for your thoughts and book recommendati...
by GetSmarter
Tue Sep 22, 2020 6:54 am
Forum: Personal Investments
Topic: Asset Allocation at age 61
Replies: 61
Views: 7064

Re: Asset Allocation at age 61

livesoft wrote: Tue Sep 22, 2020 5:19 am Your latest question is unanswerable except by you. I'd sell all the stocks and use the money to immediately buy a total US stock market index fund.
Thank you for your reply! I'll probably do just that.
by GetSmarter
Mon Sep 21, 2020 11:42 pm
Forum: Personal Investments
Topic: BIG portfolio change: What should I do now that I'm, well, "home-free"?
Replies: 8
Views: 2231

Re: BIG portfolio change: What should I do now that I'm, well, "home-free"?

I’ve gotten great advice here before, and with “THE CHANGE” (see below) in the portfolio, I’m trying to figure out what to do next. Emergency funds: current cash allocation (see below) covers this Debt: None Tax Filing Status: Married filing jointly (no children) Tax Rate: 10% federal, 0% state Sta...
by GetSmarter
Mon Sep 21, 2020 10:54 pm
Forum: Personal Investments
Topic: Asset Allocation at age 61
Replies: 61
Views: 7064

Re: Asset Allocation at age 61

When you suggest selling individual stocks before they blow up, do you mean if they gain too much value and I try to sell, the capital gain may hurt? Yes, but it is unclear to me if the stocks are in a taxable account where capital gains tax could be an issue or if they are in tax-advantaged accoun...
by GetSmarter
Mon Sep 21, 2020 11:09 am
Forum: Personal Investments
Topic: Asset Allocation at age 61
Replies: 61
Views: 7064

Re: Asset Allocation at age 61

Thoughts on Asset Allocation recommendation for 61 year old single female with $2 million, no debt, no job. Monthly expenses, including estimated taxes figured in, approximately $4,500 a month or $55,000 a year. I won't take social security until 70 ($1,240 month). I'm inclined to go to 40 equities...
by GetSmarter
Mon Sep 21, 2020 10:43 am
Forum: Personal Investments
Topic: Portfolio Review for Newly Retired Single
Replies: 2
Views: 579

Re: Portfolio Review for Newly Retired Single

Dear Bogleheads, I need to conserve my money and generate income. No, you don't. You just need enough growth to sustain the portfolio and the withdrawals. Currently, I have 74% equities and 26% bonds/cash based on 2 million. Your right about this, you've got to clean it up and simplify it. With 2MM...
by GetSmarter
Mon Sep 21, 2020 12:11 am
Forum: Personal Investments
Topic: Portfolio Review for Newly Retired Single
Replies: 2
Views: 579

Portfolio Review for Newly Retired Single

Dear Bogleheads, I need to conserve my money and generate income. Currently, I have 74% equities and 26% bonds/cash based on 2 million. In addition, I have money in CDs/MMs from recent home sale that I keep in a Discretionary Fund for a future home purchase. Recently, I leaned toward a 50/50 asset a...
by GetSmarter
Sat Sep 19, 2020 2:54 pm
Forum: Personal Finance (Not Investing)
Topic: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?
Replies: 71
Views: 6073

Re: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?

A cautionary tale: Have checks and balances set up with trustee(s) to avoid abuse, negligence, theft. My 91 year old father had advanced Parkinson's for decades, and died after a fall when he wandered outside. This is so painful I'm going to leave out a lot but suffice to say, my dad's trustee (his...
by GetSmarter
Tue Sep 15, 2020 5:11 pm
Forum: Personal Finance (Not Investing)
Topic: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?
Replies: 71
Views: 6073

Re: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?

Nate79 wrote: Tue Sep 15, 2020 4:45 pm I don't recall if you mentioned it or not but what is the feedback from the police/DA's office?
I didn't go that route.
by GetSmarter
Tue Sep 15, 2020 4:01 pm
Forum: Personal Finance (Not Investing)
Topic: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?
Replies: 71
Views: 6073

Re: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?

Did I see in one of your posts that your stepbrother/trustee is himself wealthy/affluent/financially well-off? If so, you may want to inquire of your attorney whether the facts of the case and the law in the jurisdiction would support a claim for exemplary (punitive) damages. Assuming that these ev...
by GetSmarter
Tue Sep 15, 2020 11:20 am
Forum: Personal Finance (Not Investing)
Topic: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?
Replies: 71
Views: 6073

Re: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?

Your story makes me want to cry. Pretty sure the 2020 amendment will be thrown out, if contested, since your dad was clearly not competent when he signed it. "I sometimes wish I went with the passionate smart woman attorney I met but she was so angry at the thief in my family, she really wante...
by GetSmarter
Tue Sep 15, 2020 11:14 am
Forum: Personal Investments
Topic: Asset Allocation at age 61
Replies: 61
Views: 7064

Re: Asset Allocation at age 61

Thanks for offering to look at my stocks and sending helpful article. I'm new to individual stocks, and hadn't thought about the tax implications of capital gains versus high-yielding dividends. Prior to gaining individual stocks, I hold VTSAX, VFIAX, VBTLX,VBILX, VSIGX, and VTIAX in tax-sheltered ...
by GetSmarter
Mon Sep 14, 2020 8:34 pm
Forum: Personal Finance (Not Investing)
Topic: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?
Replies: 71
Views: 6073

Re: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?

IANAL either. But the advice to see if your case can be taken on contingency which would imply you have a good case seems solid. Even if you lose, you KNOW in your heart the money was intended for you. Hold onto that. 500k is a boatload of money. Fight. You're hurting now, but it will take time to ...
by GetSmarter
Mon Sep 14, 2020 4:54 pm
Forum: Personal Finance (Not Investing)
Topic: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?
Replies: 71
Views: 6073

Re: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?

I meant to ask you, does your sibling give you an accounting? I made the request almost two months ago, and still haven't received any bank statements. They have given me an "accounting" supposedly every year -- but it has always been of questionable value and questionable accuracy. I had...
by GetSmarter
Mon Sep 14, 2020 3:47 pm
Forum: Personal Finance (Not Investing)
Topic: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?
Replies: 71
Views: 6073

Re: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?

[quot e=OnTrack2020 post_id=5494222 time=1600080650 user_id=118977] Understand but move on in life. Would you move on if a step-sibling took $500,000 of your parent's money for themself? Absolutely. Paid for parents’ long term care for 8 years. Had the loan document prepared and signed for the cost...
by GetSmarter
Mon Sep 14, 2020 3:41 pm
Forum: Personal Finance (Not Investing)
Topic: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?
Replies: 71
Views: 6073

Re: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?

Thank you everyone for your input. I have been upset about the death of my father and a betrayal that occurred. I felt the need for empathy, ideas and to forewarn others about financial elder abuse. I didn't realize how prevalent financial abuse of this sort is in our society before it happened to m...
by GetSmarter
Mon Sep 14, 2020 10:37 am
Forum: Personal Finance (Not Investing)
Topic: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?
Replies: 71
Views: 6073

Re: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?

Have you ever thought of giving up and moving on with your life? You mentioned you didn't think mediation would net you much. These are things I at times wonder for myself. It's a lot of money. Yet the quality of my life, the years left of my life are precious. And fighting, and angst, and reminisc...
by GetSmarter
Mon Sep 14, 2020 12:57 am
Forum: Personal Finance (Not Investing)
Topic: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?
Replies: 71
Views: 6073

Re: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?

In my case, my parent is still alive, so I am going through all this in order to preserve $$ for my parent; I am not concerned about whether anything is left over for me. So I am planning to see this through for my parent, but if despite my best efforts the estate is burned up, yes, I will just mov...
by GetSmarter
Sun Sep 13, 2020 11:54 pm
Forum: Personal Finance (Not Investing)
Topic: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?
Replies: 71
Views: 6073

Re: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?

I meant to ask you, does your sibling give you an accounting? I made the request almost two months ago, and still haven't received any bank statements. They have given me an "accounting" supposedly every year -- but it has always been of questionable value and questionable accuracy. I had...
by GetSmarter
Sun Sep 13, 2020 10:16 pm
Forum: Personal Finance (Not Investing)
Topic: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?
Replies: 71
Views: 6073

Re: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?

Again, condolences on your loss, and on the pain and suffering you are are experiencing. I also second the suggestions that you look into counseling to help you maintain a healthy perspective on everything. I cannot suggest what you should do, other than what you are doing. I will tell you that I a...
by GetSmarter
Sun Sep 13, 2020 10:12 pm
Forum: Personal Finance (Not Investing)
Topic: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?
Replies: 71
Views: 6073

Re: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?

Again, condolences on your loss, and on the pain and suffering you are are experiencing. I also second the suggestions that you look into counseling to help you maintain a healthy perspective on everything. I cannot suggest what you should do, other than what you are doing. I will tell you that I a...
by GetSmarter
Sun Sep 13, 2020 7:57 pm
Forum: Personal Finance (Not Investing)
Topic: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?
Replies: 71
Views: 6073

Re: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?

You will move onto a more peaceful life once your step-brother makes you whole and returns all the money and issues you an apology. Why haven't you gone to the police? Don't feel one bit guilty over this. I'm taking that, because of your father's advanced age, you yourself are older and your stepbr...
by GetSmarter
Sun Sep 13, 2020 7:39 pm
Forum: Personal Finance (Not Investing)
Topic: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?
Replies: 71
Views: 6073

Re: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?

Without sounding loony-toons: I can offer to you that karma is real. There is a type of justice that has nothing to do with the courts or lawyers. I’ve seen it. Ill-gotten money of any sort isn’t going to do any good for them in the long run. Karma, plus he doesn’t have the financial chops to succe...
by GetSmarter
Sun Sep 13, 2020 5:07 pm
Forum: Personal Finance (Not Investing)
Topic: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?
Replies: 71
Views: 6073

Re: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?

Actionable Thoughts: Estate litigation lawyers are extremely expensive. Trust litigation is a lengthy process measured in many years, sometimes beyond a decade. (You pay out of pocket, the other side pays out of the trust. Ouch) High fee Forensic accountants might be hired to prove wrong doing. I t...
by GetSmarter
Sun Sep 13, 2020 5:01 pm
Forum: Personal Finance (Not Investing)
Topic: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?
Replies: 71
Views: 6073

Re: Financial Elder Abuse/Neglect/Inheritance Theft - lawsuit or mediation?

Have you sought help from a grief counselor or other mental health professional. You can not expect your lawyer to also act as a therapist. I am concerned by a couple of your comments that your emotions may get in the middle of the legal wrangling, understandably so. It is also possible that even w...