She then suggested I call a few to have a short conversation to be sure I felt there would be a beneficial "fit" between personalities, and to take my time doing so. 

I'm not sure of the specifics in law, but I believe stock portfolios are subject to the same step-up type cost basis rights so inheriting stock itself rather than the cash value is beneficial.

I work more hours at my W2 job, so unfortunately that wouldn't beneficial for me. 

Cash flowing properties can be found with strong ROI but it's beneficial for one to do their due diligence first.

Your money is either sitting as equity in your home or you're sitting on it in the bank or some mutual fund getting very low interest.

Transferring later into an anonymous trust can be beneficial for some investors. 

I bet we know a bunch of mutual people if you know any sig guys.

And I would throw in some moving costs and/or $500-$1,000 bucks for a mutual recission). 

It is therefor beneficial to have a 30 year as opposed to a 15 year mortgage.Equity in a rental is artificially buying cash flow at a very high rate based on the opportunity value of cash.

They are wanting to move out of the area so they really want to get rid of the properties so I am sure we could work something out beneficial financially for everyone if I think worth paying anything to be in the area.