Thanks Andabelle for trying to figure it out. Yes, were my H to die first the entire estate would go to me. Hmmm I'm just figuring out that my Dad has my inheritance in some other special financial vehicle that is designed to last generations. Just wrote him to get reminded what that is. But yes, I'm only trying to make things as easy for her as possible if we were both to die at the same time. Were I to die first, we would want my family inheritance to go to my D as my H is fairly well off and plans to never retire (of course plans can change).
Hopefully we can find a financial advisor to help us sort this and other financial issues we have. Even though my H says he never wants to retire and his mentor is 82, I'd like to be sure that he could retire in a way he'd like if he changes his mind.
me: 57 H: 54 M: 18 y Affair over on Dday: 6/99 Never split-up but it was a hard road D: 38 GD:18 I forget so I come back here I know these principles are the way to go which ever way it goes!
