Transferring wealth safely for the exclusive use of your kids.

Home Forums Need Advice Transferring wealth safely for the exclusive use of your kids.

This topic contains 1 reply, has 2 voices, and was last updated by  Dena 1 year, 4 months ago.

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  • #137703
    Tomas
    Participant

    Can anyone offer suggestions on how best to transfer a sizeable estate to children in a way that keeps the money as safe as possible from others with sticky fingers and clever methods?
    I’m assuming some sort of trust with features designed to protect the beneficiary from wrongdoers?

    #137738
    Dena
    Participant

    Yes, a Trust would be the best way to protect the estate. An Estate Attorney or Financial Adviser could assist you. Just be sure that whomever you assign as overseer is someone you can trust 100% or a third party (which I think is the best way to go since there is no personal relationship involved).

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