Ask Terry Questions Just have a will

Just have a will

By Terry Savage on April 06, 2024 | Financial Planning / Retirement

My wife just died no kids ! What should I do going forward . Most money is in cd’s and Ira’s ???

Terry Says

OK, this is a very vulnerable time. And I’d like to make sure you get help you can trust.
So right now, don’t make any quick moves.
But think about these issues:

1. Who is the person you would trust to have your healthcare power of attorney if you were ill?
2. Do you want to keep living where you are? Or is this a good time to move into a senior community?
3. If there’s money left over after you die, where do you want it to go?? A charity, a college, start thinking about that.

I don’t expect you to come up with answers immediately. Then it’s time to connect with a fee-only FIDUCIARY financial planner you can trust.
So read this article:

Then wait a few weeks and write back to me at the email you receive saying your question has been answered. When you’re ready to move forward I will point you in the right direction.

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