Annuity /Do it yourself Will & Trust
When is an annuity a good thing?
How do my beneficiaries handle annuity when I pass on?
Those Will & Trust templates offered on line. Are these safe and appropriate. I don’t complicated estate.
Terry Says
Whew — you really need some guidance — and one response online won’t do it! You sound like you’re in the perfect position to meet with a fee-only FIDUCIARY advisor who is not trying to sell you anything: Click on this link and watch my video.
A fiduciary advisor will help you through the estate planning process, working with your attorney or one they recommend. This is NOT a do-it-yourself process. By the time they find your mistakes, you won’t be around to fix them!
Annuities are a big subject. Search my column. But obviously someone is trying to sell you something — and rarely is that the best answer. Again, please go through the Wealthramp process. It’s the only way I know you will be in trusted hands.
