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What is the name of your state? Ca
Our main goal to set up the trust was to make sure if both my wife and I passed that our 12 year old daughter would be taken care of. And I think we have accomplished that goal. If we died , our retirements, stocks, house and other assets will go to our trust...
We live in Ca. and have only one child 12 yrs old. Our goal is to make sure if we both die that a trust is set up (for the day-to-day cost of raising her and money put aside for college education) by my wife mom who is around 65 yrs old. I am 52 and my wife is 43 .
Right off the bat, she...
What is the name of your state? Ca
I have 3 term life insurance and my agent has forever try to change it to universal or whole insurance. I am 52 and I would love to have it all in one tidy place but the cost is outrageous. After 3 to 5 years , they(premuims) keep going up. The premuim are...
What is the name of your state? CA.
I am reading Estate Planning for Dummies and it gives you general knowledge of Willls and Trusts. We have probably one million dollars Estate , if my wife and I died today. We have term insurance of $700,000 for both of us and I am 52 and my wife , 43. Our...
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