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#4
04-25-2022, 08:56 PM
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Your best bet is to talk to an estate planning attorney. For the fee you may pay them for several hours of consultation they will at least give you a general overview of your best options. That could be anything from qualified gifts in the current, creating a trust where the cards are the corpus of the trust or specific devises in a will. They should be able to provide you with the best options based on your specific set of circumstances. I would make sure it is an estate planning attorney and not a general practitioner. Most states do not certify as to expertise, but county and state bar associations usually have the resources to provide you with a list of firms that specialize in that field.
__________________
'Integrity is what you do when no one is looking' "The man who can keep a secret may be wise, but he is not half as wise as the man with no secrets to keep” 
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