LivingGrantor
New Member
I'm looking for a company that will do a one-time administration (disbursement of assets) of my wife's and my trust after we're both dead.
Financial firms such as Fidelity offer this service, but they charge a bit over 1% per year, ongoing, which includes active management of investments.
Since my wife is in her early 50s (and hopefully will live decades longer) and since we have other arrangements for managing our investments, paying 1% per year is over-kill for our situation and very expensive.
If there are firms that provide a one-time administration, I'd appreciate any references.
Thanks.
Financial firms such as Fidelity offer this service, but they charge a bit over 1% per year, ongoing, which includes active management of investments.
Since my wife is in her early 50s (and hopefully will live decades longer) and since we have other arrangements for managing our investments, paying 1% per year is over-kill for our situation and very expensive.
If there are firms that provide a one-time administration, I'd appreciate any references.
Thanks.