Four days ago I called up my financial planner to make an appointment to meet with her. I had recently received several thousand shares of stock from a limited trust started by my great uncle. I have never owned much stock in my life except within the confines of my mutual fund shares. I needed to find out if my receiving the shares of stock would trigger some sort of tax liability. I also wanted to see about how I could go about getting some financing to buy a Used Jeep. My planner always seems to have the answer to all of my questions.