Question: With respect to your recommendation that executors of estates or trustees of trusts sell stock holdings after the death of owner of the assets, what’s your recommendation for [...]

Question: My husband is 77 and I also will be 77 in five days. What if we pulled all our money out of my husband’s 401(k) (~$200,000) and my IRA (~$30,000) and put the cash into our home [...]