Thank you so much! These are great starting points. Also, thank you for the condolences – it’s been a couple of years since her dad (the heir) passed away, and several more since her grandpa passed. Getting possession turned out to be very complicated, but we’re nearing the finish line on that front.

I do have a remaining question, actually. Real estate is an interesting option, and I like the idea of a nice stable rental income over the years. However, here in Canada where we now live, I fear that there’s a substantial real estate bubble. If true, now would probably be an awful time to by. What do you think?

Ah, STOXX it is, then! I’d like to stay away from US assets as much as possible, given the current… environment.

Is one better than the other?

Thank you, this sounds like good advice. I should’ve mentioned in the original post, but we’re in Canada. We’ll start by approaching a tax accountant and then go from there.

We already have a cause we support, and while we most definitely won’t be donating everything, we will absolutely be donating a percentage.

Yep, for sure. We’ll also make sure anyone we work with is a fiduciary, to help guard against those kinds of corrupt practices.

There are a large number of funds available to us through the company, which has its account at UBS Switzerland AG. What should we be prioritizing when fund-shopping?

We are shopping for an asset manager, but it seems like a good idea to walk into that with our eyes already open and some beginning ideas.