Archive for the 'Investing' Category

can I change the irrevocable trust my grandfather set up?

Thursday, July 15th, 2010

ksewell1183 asked: my grandpa commited ******* and left me a trust fund that is irrevocable. he was not happy with me at all before he died because I was young stupid and irresponsible. I am now married, have a child and am no longer the same person. I think the way he set it up [...]

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How do I give my daughter a trust fund today?

Saturday, May 8th, 2010

what asked: my husband and are having a problem we do not know how to give our 2yr old a trust fund.We want her to have money to make sure her future is set for either college or what ever. We do not even know what bank if any will hold the trust fund or [...]

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Does anybody know of a lender who could do a small purchase loan for an irrevocable trust?

Saturday, June 20th, 2009

J asked: This is NOT a living trust! My family Trust is trying to leverage a small condo but it is hard to find a lender who would lend to a trust. I am certain that it is possible though! The problem is that it is a small loan and the trust already owns some [...]

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Should I trust another woman who I like for a broker? Or the one a family member (male) picks?

Friday, June 12th, 2009

Dovey asked: Does it matter? I feel patronized. Actually, I feel mistrust.Carla Companion

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What is a family trust ATM CARD? What are all the things you can do with it?

Thursday, May 28th, 2009

Mercedes16_90!! asked: i just turned 18 in dec, 08 and I haver opened me up a savings account and I have a family trust ATM CARD AND I want to know what are all the things you can do with it? Also HOW do I began using it? Also how do I apply for family [...]

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Setting up a college trust fund for a family member?

Wednesday, May 20th, 2009

Rick23509 asked: I’m researching setting up a college trust fund for my niece and have a few questions.
I’ve looked at a handful of websites, MetLife.com being one of them, and everything seems to relate to “estate planning”. I’m not interested in transferring anything from my personal estate to my niece, only setting up a college [...]

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Simplifying a Difficult Senior Planning Decision: the Family Home

Friday, January 30th, 2009

Robert D. Cavanaugh, CLU asked: As Father Time marches on, the question of what to do with the home becomes a greater concern. In some cases, ruminating on the alternatives can dominate one’s thinking. If a person is aware of the various options and chooses a path that makes the most sense, peace of mind [...]

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What is a Child Trust Fund?

Monday, January 26th, 2009

Antony Heywood asked: What is a Child Trust Fund?You have a new arrival in the family. A wonderful new addition, something that will enrich your life but there is so much to learn and you need to learn it quickly. One of the last things on your mind is the fund for university, or their [...]

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We have a Series EE Bond on which one of the owners is deceased and a family trust has been established?

Saturday, December 8th, 2007

Gini ` asked: How can we change one of the payees on it to read the family trust and the still surviving person on the original without losing any of the value of the bond at this time?John

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Family Trust question about a brokerage account?

Thursday, July 26th, 2007

Joe B asked: if someone sets up a family trust, can they put money in a family trust account and trade and invest it? what would be the tax or any benefit to this? thanks, explain pleaseCliff Dumesnil

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