Ask Terry Questions I bond and estate planning

I bond and estate planning

By Terry Savage on November 08, 2022 | Financial Planning / Retirement

I just bought 10,000 dollar I bond. I am a 63, widowed with 2 adult children, I live in NY, no will. I see I can only put 1 beneficiary on the I bond. Should I just get a will …

Terry Says

Next year, when you buy another bond, name your other child as beneficiary!

But that’s the “easy” way! YES, you should definitely have an “estate plan.”
Would you watch this video I recently posted on my website to learn the important stuff about this topic?

Recent Financial Planning / Retirement Questions

money

ASK TERRY

a personal
finance question