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Seems so many people are in US only portfolios, which introduces a high level of home bias. I’ve got decent allocations in Foreign, Emerging Markets, and Risk Parity. Hoping these help off-set any US corrections I see coming.

Totally agree here. I believe once you get to your late 70’s spending really goes down. I don’t see this talked about enough. The thought that there are 80 and 90 year olds burning through money having a good time does not compute.

I would suggest probating the will to ensure proper closure of the estate and it’s debts. In addition, there may be requirements to prove executorship through letters testamentary for some accounts and also to establish bank accounts in the name of the estate. I’ve unfortunately been through...