Quote:
Originally Posted by Locke
Oh. And if this is your understanding, it is entirely possible your Accountant doesnt know jack about Estate Taxes. You might want to look into that.
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My sister is her accountant, she knows plenty, thanks.
Quote:
Originally Posted by Slava
Well, spousal rollover though?
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Exactly. She sold none of them. The bank manager apologized to my mother when the person she was dealing with kept insisting that she needed to sell. She does get taxed on them, yes, she pretty much lives off the dividends.