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Started By
Message
re: Financial Advisor Meeting
Posted on 12/4/19 at 8:01 am to UpstairsComputer
Posted on 12/4/19 at 8:01 am to UpstairsComputer
Sorry guys, we meet with the advisor tomorrow. And, yes, he would be acting like a fiduciary. He is a partner in a well known firm out of the New Orleans area. Came very highly recommended from a banker friend of ours. The amount of money we're talking about is significant for my wife and I.
I appreciate all of the responses.
I appreciate all of the responses.
1
Posted on 12/5/19 at 8:11 am to btnetigers
quote:
The amount of money we're talking about is significant for my wife and I.
I’m not a lawyer. But again, who ever inherited the money should really be doing some work on their own and put the money into a trust or something of that nature away from the other spouse. Take some distributions that you share, etc. But if it’s a couple hundred thousand or more, you really shouldn’t just absorb the money into your shared net worth.
Eta: you could sign a post nup or otherwise some sort of legal way of preventing the other spouse from splitting the money in a divorce. I love my wife and we’ve been together over 10 years, she has significant money in holdings outside of my name. I have no issue with this.
This post was edited on 12/5/19 at 8:14 am
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