bltkmt
Recycles dryer sheets
Children eyeing the potential inheritance are worried they will get less, rather than worried about what is best for Mother.
Really?
Children eyeing the potential inheritance are worried they will get less, rather than worried about what is best for Mother.
Really?
Really?Quote:
Originally Posted by Sunset View Post
Children eyeing the potential inheritance are worried they will get less, rather than worried about what is best for Mother.
Would the protective put or collar be bought with Mom money or by the the heirs?
If the OP and brother/executor are the only heirs then they could set up a joint account for just the two of them, fund it with their money and buy puts or collars that would hedge the risk of DM having $3m in SNA.
Alternatively, does DM have an investment advisor who could talk to her about the risk of her concentrated portfolio and convince her to either pare back on SNA or perhaps purchase a protective put or collar, or perhaps a combination of both?