Ask Terry Questions Joint trust after spouse’s death

Joint trust after spouse’s death

By Terry Savage on June 15, 2024 | Financial Planning / Retirement

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, 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.

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