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Watch out for Trust

OldDog/NewTricks

Well-known member
XXXX D. XXXXX
Trust under Agreement
F/B/O xxxx xxxx xxxx Jr.

Account Number 8xxxxxx
Steven De Boer, Relationship Manager - - (800)352-3705
[email protected]

Client Services (800)352-3705

April 1 2010 - June 30,2010 - -Total Account Value - - $XXX,XXX,XXX,xx

------------
From 1983 until recently you and Wells Fargo Trust Department Saw fit to keep our Trust Fund in Wells Fargo Stocks while the Stock Market Exploded and our Monthly Income was ONLY ± $1000. t0 $1500. per month.
Now that the Stock Market has Imploded You and the Wells Fargo Trust Department have seen fit to move our investments to a Stock Company and the Stock Market resulting in a ± $200 Total Monthly income.
Can You Explain this!
 

OldDog/NewTricks

Well-known member
In truth I love "Trust" - - I (Bought a Book) and wrote ours - 2 week before my Dad Passed he had a Lawyer Redo It (Screw It Up) and make the Bank in Charge...
The Bank Charges $1000's per month to run it in THEIR FAVOR.

DON'T make a Bank the Executor Of your Trust!

Why Let A Bank BLOW Your Money - You Kids MAY SAVE some!


I gave 2 of my daughters $100,000 each in the Trust - - They Blew It.

I have tried to give V_Key the same BUT the Bank says "She is not in the "FAMILY Thrust" - as she was not born yet!

I say a ""FAMILY Thrust"" should cover her - she is FAMILY
 
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