Case Study

Samantha Barr is a client who is 45 years old, has three rental properties, and has just inherited $4.25 million dollars. She is interested in saving money for her two children's college funds, investing at a moderately aggressive risk capacity, and wants to avoid probate.

What are your suggestions for Sam?

1. Create a Durable Power of Attorney

2. Add money to a 529 plan each year for each child.

3. Consider investing her money in mutual funds for better diversity.

4. Invest her money in stocks with a beta greater than 1.5.

5. Consider investing in Real Estate because she has three rental properties.

A) 1,4,5

B)1,3,5

C)2,4

D)2,3