We tied everything up in Marital Trusts, and survivor Trust funds. Not that we have a fortune, but want to keep and grow what is ours. Hubby is already drawing out of his IRA, I’ve got 2 more years before I do. Neither are big. My Annuities are decent to leave a small nest egg for the one who survives, and pass on to the kids, those are specific marked.
House and Cars + household goods are up to the kids to divvy up.
Sounds like a good plan! My Dad has nothing to leave me, but my Mom has a paid-for house which she is hoping to sell and move to a condo. She’s 82, is like #39 on the list for the condo she wants. *Rolleyes*
My Stepbrother is in charge of divvying up what’s left of her $ and selling the condo if she ever gets there. I trust him completely and after dealing with my Dad’s finances and medical needs (POA for both) for the past 10 years, I am GLAD that Mom’s stuff isn’t my responsibility, too!