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Strategies & Market Trends : Dividend investing for retirement

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To: Maurice H. Norcott who wrote (32065)11/4/2019 7:39:23 PM
From: Max Fletcher  Read Replies (1) of 34328
 
Hi Maurice, I agree, trusts are great for transferring specific assets to specific beneficiaries while avoiding probate, and I have set up my affairs accordingly. The concept I was referring to was a longer-term, multi-generational vehicle that would preserve financial assets in a more controlled fashion to ensure that it benefits multiple generations, and an irresponsible heir or two couldn’t squander it. I received a PM from a thoughtful individual and will look into a Living Trust which might solve the problem. Thank you for your input, and everyone else. This has been a helpful conversation.
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