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Creating a trust that pays your descendants
#20
(10-22-2020, 12:42 PM)catnap88 Wrote: Great post @ken-do-nim!   Very thought provoking.   your plan is very clearly laid out.   I just wonder if 7% return/yield is feasible long term.  I may just take your plan to my estate attorney Smile

For significant periods of my investing career it could be done.  Right now it's on the edge.  I have some in my port, and these are the securities I feel the need to keep an eye on.  IMO not buy it and forget it type investments, especially if a large position.   If short-term interest rates return to 3-4% some day, then it gets much easier. That's not happening soon.
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RE: Creating a trust that pays your descendants - by fenders53 - 10-23-2020, 09:50 AM



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