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Relationship Discussion (non-explicit)
Reply to "When do you tell a potential partner about trust funds or family money?"
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[quote=Anonymous][quote=Anonymous]Is 3.5mm a life changing trust ? [/quote] Depends how many beneficiaries there are and what the conditions of the trust are. My family trust is much more than that but it benefits my siblings and our five cousins as well. It’s “life changing” for my spouse because we don’t fund 529s and our house down payment was paid out by the trust, but that’s marginal in many ways. Also depends on the lifestyle of the other partner as to whether it’s life changing. We [/quote]
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