nun
Thinks s/he gets paid by the post
- Joined
- Feb 17, 2006
- Messages
- 4,872
I'm 59 and have been retired for 7 years. I've become comfortable with my retirement finances and now I'm worrying about wills, estate planing and inheritance. I'm single and don't have any children so I will be leaving money to my nieces and some charities. I have a basic will from a long time ago and have beneficiaries on all my accounts, but the value of my house and the size of the estate means that some extra planning is probably necessary. I am giving money up to the annual limits and if I have the opportunity I will give away large amounts before I die, but that's something that we often can't plan for.
I'm interested in what other people have done. Did you use online software or a local lawyer and if so how did you choose them. Did you use your lawyer as the executor or ask a friend or relative to do it?
I'm interested in what other people have done. Did you use online software or a local lawyer and if so how did you choose them. Did you use your lawyer as the executor or ask a friend or relative to do it?