The Moneyist
‘She has been allowing me access to her finances so there are no surprises when she dies’
“I can’t understand why these kinds of purchases were made for her at 102 years old.”
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Dear Quentin,
I am the trustee/executor for my 103-year-old grandmother. She is alive and mostly doing fine. Lately, she has been allowing me access to her finances so there are no surprises when she dies.
I just reviewed her investment-account statements and found that her adviser bought hundreds of thousands of…
