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My friend, 78, owns a house with his girlfriend, 68. As executor, should I convince him to split his estate 50/50 with his only child from a previous relationship?


“They purchased their house for $360,000, and it is now valued at nearly $700,000. He would like to downsize to a condo due to his health, but she is reluctant as she has custody of two grandchildren.”

‘I got seriously burned’: My financial adviser took me for lunch, bought my kids gifts — and had me invest $500,000 in annuities. What should I do?

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