Talk of The Villages Florida - View Single Post - How much is your financial advisor costing you?
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Old 07-01-2025, 01:33 PM
retiredguy123 retiredguy123 is offline
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Quote:
Originally Posted by J1ceasar View Post
Another suggestion is to talk to your local bank and see what they suggest as far as managing your assets and your end of life stage. If you don't have children to help out you should definitely contact a few lawyers and see what they would charge you if you get in capacitated

I actually have a relative who is a billionaire and he has a full-time lawyer and at least six people that live with him in his house 24 hours a day
Pretty sure you're not in that range but I think you get the idea that you have to have backup plans now rather than later
I would never allow a bank to manage my assets, or to do any estate work.

Last edited by retiredguy123; 07-01-2025 at 01:41 PM.