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Personal Finances / Credit Cards and Consumer Debt


Subject:  Re: Question Date:  7/8/2020  11:17 AM
Author:  CMF_Fuskie Number:  312875 of 312945

I would also suggest that if you do not feel anyone who might inherit your investments in case of your untimely passing, you might want to consider leaving a trust managed by a fee-only fiduciary-obligated wealth manager who would be able to manage and grow your assets on behalf of your beneficiaries. I would talk with an inheritance planning lawyer or wealth management specialist to learn how.

Whose DF did this with his retirement portfolio as DM is not interested in actively or even passively investing in the market and prefers to let the wealth manager, with whom she's developed a trusting relationship, navigate the markets while she focuses on her household finances, working with the wealth manager to plan for and take the necessary distributions to meet living expenses and RMD requirements...

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