Wednesday, May 25, 2022

Planning

    One of the things that Joanne and I did right was estate planning. The late Richard Anderson is due the credit for that, he referred us to a good estate attorney. It was valuable when Joanne died. We had revocable trusts which meant that after Joanne's death it was not necessary to go through probate, which saved both time and money.

   The original trust documents were composed in the early '90s. There had been a number of amendments over the years. It was time to refocus, make some changes, and streamline the trust. It was also a good time to give Lisa and Lars power of attorney. This means that they can send me to an old folks home...wait I'm already there! Fooled them! 😉 So, today we met at the attorney's office and signed the papers. That's a relief. My will is included within the trust. 

Takk for alt,

Al


                  With friends on the streets of Arendal, Norway.


No comments: