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My wife's father passed away recently. His investments are with a local broker. These investments are to be shared three ways. One of the children suggested that it might be better to keep the investments as a whole rather then splitting them out three ways. I don't like this approach for several reasons. Death, who would make decisions about investing (a committee)and what if one heir needed financial assistance. What opinions do you have on the strategy of keeping the investment together? Thank you.
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