Tuesday, 16 December 2014

My aunt recently passed away and I received a copy of her trust as I am a beneficiary. The attorney handling things said the "securities" we...

Question

My aunt recently passed away and I received a copy of her trust as I am a beneficiary. The attorney handling things said the "securities" were still being sold - What are securities?



Answer

Stock and Bonds most likely.



Answer

I agree with Mr. Christian. They could have been owned directly by your aunt or by a third party like a mutual fund or money manager.



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