You’re getting older every day. Meanwhile, regardless of age, there are the possibilities of incapacity, nursing home, and dying. Press HERE to read my published article entitled: "So You Have To Trust Somebody."
As a former Trust Officer with two trust companies, I’ve seen the ravages on a family’s wealth and sociability. As your Financial Planner, we'll work together with an attorney who will draw up the legal documents.
Only you can make decisions but those decisions or lack of them can hurt innocent victims.
If you have stocks, bonds, mutual funds, CD’s and other intangible assets of $500,000 or more, consider one of the many versions of a trust. If it’s not in writing, it generally doesn’t mean anything.
Deciding who will manage your own trust, how you will manage someone else’s trust, or settle someone else’s estate requires careful consideration. Contact Jim Zientara and let’s talk.
Raymond James Trust is affiliated with Raymond James Financial Services.