Lsbcal
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Ed, you are a very thoughtful husband. I figure DW would have to sell our house and that would net a bundle. She would be well taken care of, but I have not done the tax situation. Roth's have favorable inheritance treatment as I recall.
I've made notes for her that reside in the safe deposit box. We've discussed this a bit but I'm sure she would be challenged with the financial stuff. Whenever I've discussed her logging into our accounts and doing some looking around, she firmly resolves to do it but then drops the ball. Some people just have other priorities in life. Vanguard could help her out so there is a nice institution to lean on.
As I mentioned to someone today, I'm shooting for infinity as my final age.
I've made notes for her that reside in the safe deposit box. We've discussed this a bit but I'm sure she would be challenged with the financial stuff. Whenever I've discussed her logging into our accounts and doing some looking around, she firmly resolves to do it but then drops the ball. Some people just have other priorities in life. Vanguard could help her out so there is a nice institution to lean on.
As I mentioned to someone today, I'm shooting for infinity as my final age.