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@socialcap: I might only have one bloodhound to think about, but you better believe I'm going to get my estate plan in order asap before it's too late.

Tyler Gardner
Tyler Gardner
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Region: US
Wednesday 04 November 2026 11:00:00 GMT
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jacquelinekay_
Jacqueline | Intentional Money :
Very important points! Thanks for sharing with everyone!!
2026-11-05 18:35:56
1
thatmoguy127
ThatMoGuy :
guide me
2026-11-05 04:22:54
2
socialcap
Tyler Gardner :
These are the things you do when you begin to appreciate that we’re not immortal and that 70th birthday is a lot closer than we thought. Or already in the rear view!
2026-11-04 11:11:55
3
floridahusker0
FloridaHusker :
Why do you not recommend putting retirement funds into a trust. Wouldn’t that help with the 5 year look back?
2026-11-05 01:10:49
1
themadhousewife1
MadHousewife :
All very important considerations!!
2026-11-04 20:08:05
2
karin_cravens_dubose
Karin_Cravens_Dubose :
I remember these from law school 🥰
2026-11-04 14:55:41
1
mspiatt
Mpiatt :
Recently realized that my late husband (passed 7 years ago) was still beneficiary on my IRA. My brokerage moved so fast to fix it, because we all missed it. Whew!
2026-11-04 12:58:57
1
birdsofafeatherfarms
BFF Farms :
Your trust can be the beneficiary of your accounts
2026-11-04 18:41:22
2
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