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Reply to "Overwhelmed by trustee duties - please help!"
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[quote=Anonymous][quote=Anonymous]Definitely hire someone. Ask the accountant for recommendations.[/quote] This for sure. Plus online access to her accounts and someone to manage her investments (a fiduciary). I'm assuming there's enough money to meet her needs, which means tracking stock performance and other necessities for one stage of life don't apply, just keeping an eye on anything that might complicate taxes, such as mergers or stock splits. [/quote]
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