On creating an annuity

There needs to be some way to prevent him from just liquidating the annuity.

JG Wentworth and other predatory companies are adept at helping people liquidate their annuities. I don’t know of any way to stop them.

So I think a trust would be better. The drawback is cost. I think a trust is taxed at a higher rate, plus, a professional trustee would charge a percentage. If anyone has info on those costs, I’d appreciate it. (If not, I’ll find out soon enough after my dad passes.)

I don’t have an answer for OP. One thought I have is that if the amount is too small to make a trust worth the trouble/expense, then it hardly matters. Nephew blows it all in short order, or it’s divvied up into such small amounts over time that it won’t be much help anyway.

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