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Old 02-17-2019, 09:32 AM
retiredguy123 retiredguy123 is offline
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If you don't have someone you trust to handle your assets, I think it is better to just let your trust beneficiaries inherit the money. Appointing an investment firm to distribute trust assets over time after you die will most likely cost a lot and not achieve what you intended. A firm like Fidelity or any firm may not "rob you blind", but they will certainly spend a lot of the money on management fees, legal fees, accounting fees, tax preparation, and who knows what else.