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Creating a trust that pays your descendants
#3
> Another great post.

Hey thanks. It's nice to be here as well. I was on another money forum, but it died out.

> I looked at annuities and thought they were a scam.

The only reason to look at annuities is if you truly don't want to manage a dividend portfolio at all. But the big problem with annuities is that the payouts end when you die. Your portfolio will live on.

> Anyway, I doubt my net worth will ever be more than about half your example

It seems like a long road to me as well, but when I plug the numbers into an investment calculator for 15 years out, it looks rosy. For me, things will really pick up when the child support payments end.

> I could live happy off my pensions I receive within a few years

Sweet!

> I have a daughter I'm not so sure is physically capable of giving me natural grandchildren.

I hope she chooses to adopt.

> I doubt she will ever have more than a two year degree but I can't be sure. She isn't great with finances.

My daughter is only 15 but I think she's in a similar boat.

> If I end up a widower I would like to buy a property in the northland where I can fish. That's my longtime dream.

That sounds fun. I'm a board gamer, so I hope my retirement is filled with conventions and game nights.

> My current plans are to put the next property in my daughter's name so I can get the five year gift done.

Hopefully that works out.

****

For those of you who don't have any heirs, you could still save your money from going to the nursing home by a similar technique as I described but leave the dividends to the charities you like.
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Messages In This Thread
RE: Creating a trust that pays your descendants - by ken-do-nim - 10-17-2020, 08:17 PM
RE: Creating a trust that pays your descendants - by crimsonghost747 - 10-19-2020, 04:51 AM
RE: Creating a trust that pays your descendants - by crimsonghost747 - 10-19-2020, 08:45 AM
RE: Creating a trust that pays your descendants - by crimsonghost747 - 10-19-2020, 10:04 AM
RE: Creating a trust that pays your descendants - by crimsonghost747 - 10-19-2020, 03:10 PM
RE: Creating a trust that pays your descendants - by catnap88 - 10-22-2020, 12:42 PM
RE: Creating a trust that pays your descendants - by ChadR - 10-26-2020, 02:17 PM
RE: Creating a trust that pays your descendants - by ChadR - 10-27-2020, 10:29 AM



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