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3) A single thing pick your stocks. another buyer did. Typically, a broker buys stocks, bonds and funds from a listing provided to every one brokers in the company. To utilize those . often the products that company management stands to be getting the profit by selling, therefore they change from week to week or from standard. So what you wind up with can be a hodge-podge of items that don't follow a logical investment blueprint.
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When deciding between the Living Trust vs Will, the living trust is a better choice for most but the majority people do not want the straightforward costs in attorney fees which through $2,000 - $5,000. Until recently this initial attorney cost has become a barrier for most but now with the information available on the internet, progressively more people are coming up with living trusts their own.
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