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Author: dbphd Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 76395  
Subject: Re: Brokers Fight For Right to Screw Customers Date: 6/16/2014 12:55 PM
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IP, it seems to me you might need an attorney who specializes in estate planning who can put together a trust the defines a path for distribution of assets and PoAs for health and financial matters.

The are plenty of studies that suggest a simple portfolio of no-load low-fee index funds is hard to beat, so investment management can and probably should be kept be simple. I'd avoid expensive professional financial management that will need to complicate things to justify their cost.

If you think there is a family proclivity to irrational older age, why not limit it's potential effects early on. Unless there is a genetic defect, I suspect such a proclivity is a behavioral habit, examples of which are passed along. Talk with a physician about it.

db
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