A friend of mine cam into some money from and inheritance. Not sure how much but seems substantial. Any advice on how to find resources to manage the money, limit taxes etc.?

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Shouldn't your friend be researching this question and not you?:D

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They are, and as part of this research they’ve come to me given that I work at a PA firm and know all the answers 😉

“My friend”

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No need for that. I will be his personal money manger. There might be some hidden fees.

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Get an estate planning lawyer and/or accountant?

SWIM

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