There’s a financial ‘sweet spot’ for my kids regarding when i pass. Before retirement we’re still adding to savings. After retirement it gets tricky with health and lifestyle.
There’s a financial ‘sweet spot’ for my kids regarding when i pass. Before retirement we’re still adding to savings. After retirement it gets tricky with health and lifestyle.
Have you spoken about family trusts with your financial advisor?
We did wills and trusts for our moms before they passed (i fucked up my mom’s trust and had to probate) but we haven’t done our own yet. That’s our January plan.