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Subject:  Re: Trusts & IRAs Date:  12/14/2012  8:27 PM
Author:  TwoCybers Number:  18127 of 22193

Phil don't worry about my cynicism or your comments on same. I may be very far off base, but my feeling was the OP probably did not have a large estate i.e. not several hundred thousand. In short I felt there was a decent chance the person was being taken advantage of. I understand it is dangerous to engage in conclusion jumping particularly without facts.

Finally, I use lawyers - in fact just last summer we spend a few hundred having our Wills, General Powers of Attorney and Georgia Advanced Healthcare directives (think Living Will and Durable POA for Healthcare) redone.

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