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Thread: Estate planning

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  1. #10
    percy
    Join Date
    Oct 2009
    Location
    christchurch
    Posts
    17,342

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    I am a trustee of my late friend's trust.His wife and their lawyer are the other trustees.
    His wife keeps a bit of an eye on the market,although for her comfort we increased the amount of bonds, the trust holds.
    Having the lawyer onboard means the trust is "water tight",as we do everything by the book..
    The trust performs well.
    Warning.Make very sure you have the right trustees.
    Last edited by percy; 10-04-2017 at 12:17 PM.

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