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Pastimes : The Final Chapter - Musings about the end of the line -- Ignore unavailable to you. Want to Upgrade?

To: Investor2 who wrote (12)11/5/2025 5:13:42 PM
From: Alan Smithee  Read Replies (1) | Respond to of 22
 
As a trustee for a number of trusts, I recommend going with a trusted financial management firm.
Obviously, there’s a cost to having a professional trustee.

Also, a number of fiduciaries have a minimum balance requirement.

Doesn’t work well for smaller trusts.

Last year I established a Supplemental Needs Trust for my sister. Her adult daughter is the trustee. Thus far, it’s working out well.



To: Investor2 who wrote (12)11/5/2025 6:26:30 PM
From: Stan  Read Replies (1) | Respond to of 22
 
I see the overall benefit of that, but my estate wouldn't be large. I'd be worried about a firm's expense schedule for managing it.


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