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Reply to "dropping hints about helping financially"
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[quote=Anonymous][quote=Anonymous]OP: I'm on her checking account, where she keeps a decent amount of cash. I can't imagine just telling her I'm taking out X amount; she would need to talk to our advisor and have him move things in and out of accounts for tax purposes. Would it be inappropriate for me to ask our advisor to address this with her?[/quote] Since you have the same advisor you could ask to meet together. You said your dad conrolled the money in his lifetime, so she probalby doesn't really know what she's supopsed to do with the advice she is getting. If you meet together, the advisor can explain to her how to set up automatic gifting to help with the tax situation. Once it's automatic she doesn't have to worry about remembering what she promised and who to write checks to, etc.[/quote]
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