|Surviving Spouse needs Money and Money Management|
A surviving spouse may have had little opportunity to manage complex financial affairs during his/her lifetime. The situation may be compounded by age. Some trusted assistance handling their financial affairs is prudent. By placing their assets in a Trust, they can ask their responsible children, or a trusted advisor, to serve as co-trustee with them. Then, the co-trustee can help make investment decisions and pay necessary bills. Over time, more authority can be delegated. In the event of incapacity, due to illness or injury, the co-trustee can fully manage their financial affairs.
Up to $1,000,000
1 to 5 Million
Over 5 Million