Author Topic: trust and estate planning  (Read 24 times)


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trust and estate planning
« on: May 07, 2021, 11:14:20 AM »

We are a full time travel family and wondering where you currently have your residency along with current/future plans for estate planning. 

Thanks and hope to hear from you soon!


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Re: trust and estate planning
« Reply #1 on: May 09, 2021, 07:29:53 PM »
We don't have a formal estate plan - all accounts have a TOD to transfer control to the other spouse. No need for trusts or fancy instruments, if we both die in a horrific accident then the assets default to the kids