Joint trust after spouse’s death
A few years ago we had an attorney prepare a joint trust. I’m somewhat overwhelmed by all the responsibility and don’t want to screw up. I’m also not comfortable with giving up monetary control of the assets I worked hard to save & invest, but I really need some guidance.
Terry Says
Has your husband passed away? Are you the successor trustee?
if that’s the case, you do T have to give up control of your money but you do need an overall financial advisor you can trust!
The only way I can be sure you get that is for you to fill out the form at www.Wealthramo.com, and let my friend Pam Krueger match you up with a fee-only, FIDUCIARY advisor, who she has carefully vetted.
Please do that, then write back to me and let me know about your experience.
