Disappointed
Recycles dryer sheets
- Joined
- Sep 16, 2007
- Messages
- 464
The situation is that I want to prepare and figure out in advance who should be getting what should I go before my wife. I do not want to leave her with this burden.
Pretty straight forward, 25% is in IRA, 75% is in after tax brokerage account.
I would like to see my wife, my niece, and my nephew, each ends up with one third of the assets.
We currently do not have a trust or a will. The assets are jointly owned, husband and wife, with transfer on death to my niece and nephew 50/50.
Would a CPA be the best choice or an estate attorney?
Pretty straight forward, 25% is in IRA, 75% is in after tax brokerage account.
I would like to see my wife, my niece, and my nephew, each ends up with one third of the assets.
We currently do not have a trust or a will. The assets are jointly owned, husband and wife, with transfer on death to my niece and nephew 50/50.
Would a CPA be the best choice or an estate attorney?