I bonds

By Terry Savage on October 27, 2022 | Financial Planning / Retirement

Hi. I am 77 and my husband is 93. Is it a good idea for us to buy these bonds. We do not have a will or anything. If we should pass before the 5 years are up, who would get these bonds? My son says we have to purchase before the 31st. Thank you

Terry Says

No, this is not a good idea for you. I would suggest you go to an estate planning attorney and create a will and a healthcare power of attorney.
Click on this link to watch my new video on the subject. And then do it!

https://www.terrysavage.com/wp-content/uploads/2022/10/Terry-Talks-Wills-Trusts-Estate-Planning.mp4

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