Question: My mother just recently passed away, my father having passed before her. They had a living trust set up in 2018. That made it easy for her house to go to my brother and myself. But she also had some stocks which are not mentioned in the trust. My brother and I are trying to get them from her financial advisor whose firm managed them. They are dividing them 50/50 and are creating separate brokerage accounts for my brother and me. If we decide to cash them out, what are the fees and what tax we would be facing?
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