My spouse inherited a portfolio of individual stocks from their grandparents including several companies we both find ethically problematic, but selling feels like betraying family memory and the tax implications are huge. We've been paralyzed for months because every option feels wrong in a different way.
More people experience this than they realize.
Two people are caught between honoring family legacy and living their current values, with significant financial consequences either way.
“Where Are You with Socially responsible investing?”
If this sounds familiar, the Library can help you find the bigger picture.