Talking to a fiduciary Monday

[bucolic_frolic]

4. If there are inheritance or estate taxes in any of the states involved.

Try to understand what you are invested in. Some asset classes have run up, some not so much. Do you need to rebalance, and is rebalancing done at regular intervals.

I talked to the money management arm of a local financial institution earlier this year. He told me there is some financial organization that standardized trust fees for court run guardianships way back when. Not all institutions follow them, and I do recall they were not cheap.

I'd also want to know about guardianships, in case of incapacity. Will they manage things, what do they charge, who are they accountable to, that sort of thing.

I don't understand 'mom has $ in dad's estate'. It could be it varies state to state. But in my state, everything passes to the spouse almost automatically, just about immediately. Just retitle deeds and car titles and tell the bank. So not clear how that is lingering in your case.