Ken and I started out poor. Fortunately, we had no debt. Bit by bit we accumulated things, such as money and land and houses. Forty years ago, after the boys were born, we made a will and promptly forgot about it. Fifteen years ago, we decided that for tax and inheritance purposes, we should talk to an estate planner in Bethesda. He gave us good advice, which we followed and we made a new will. Again, we never thought about it again.
Now we do not live in Maryland and we have since purchased more property, and we are older, so today we met with a man who evaluates estates. We made the appointment with Bob in April. He was surprised when we could not meet with him until late September, but I explained.
In is not really much fun deciding what will happen when we die, which is what we were really talking about when we discuss estates. But we enjoyed talking with Bob and his assistant and we made the necessary changes, which they will draft for our inspection. Bob mentioned to us when we were shaking hands to leave, that he thought our life style was splendid. "It is every ones dream", said Bob, "the problem is that no one is able to carry it out, even with much bigger estates". We just laughed and waved goodbye. I could have told him that you must plan ahead!!
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment