travelover
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
- Joined
- Mar 31, 2007
- Messages
- 14,328
DW has been pestering me for years to "get a will". So, were are getting ready to talk with an attorney but I'd like to know what I need in advance. I assume there is some kind of package that includes a directive for end of life care and power of attorney.
This is a second marriage for both of us and DW has a 42 year old daughter that she wants to inherit her stash, but we agree that both of us need to be fully taken care of before any money is disbursed. DW is concerned that if she dies first, I may be in a weakened mental state and somehow not pass on her share to the daughter upon my death. I have no heirs and plan to leave my estate to DW or her daughter, which is how I have set up the beneficiaries on my investments.
Thanks in advance for any advice or gotchas.
This is a second marriage for both of us and DW has a 42 year old daughter that she wants to inherit her stash, but we agree that both of us need to be fully taken care of before any money is disbursed. DW is concerned that if she dies first, I may be in a weakened mental state and somehow not pass on her share to the daughter upon my death. I have no heirs and plan to leave my estate to DW or her daughter, which is how I have set up the beneficiaries on my investments.
Thanks in advance for any advice or gotchas.