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• 1. D

     Inheritance problem for my daughter

     This looks more promising and positive, I am going to pursue this then with specifics, which financial institutions would you recommend? I normally invest on my own do not usually trust financial advisors all decisions made by me. Last years, I sort used chase, etrade and fidelity, perhaps I Can...

     • dancarlo000
     • Post #11
     • Dec 1, 2018
     • Forum: Wills, Trusts and Estate Planning
  2. D

     Inheritance problem for my daughter

     Thanks, I am OP but lost the original account so re-created similar account, another requirement was to keep using (more precisely, keep investing) while in trust account. So far, the one that comes close most appears to be revocable trust, to which, the fund has to be transferred and locked out...

     • dancarlo000
     • Post #7
     • Dec 1, 2018
     • Forum: Wills, Trusts and Estate Planning