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Pastimes
The Final Chapter - Musings about the end of the line
An SI Board Since November 2025
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Emcee:  Sun Tzu Type:  Moderated
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22Yes, that's wonderful. Someday I may seek a similar social situation. We wiljazzlover2111/6/2025
21True. It's a sad thing for us single folks that our circles of friends and fStan111/6/2025
20Thx for that. You are lucky to have a deep pool of alternates to choose from.jazzlover2111/5/2025
19... the fees, If I remember correctly were under 1%. but those were the days wheInvestor2-11/5/2025
18Good info. Thanks Shootie.Stan-11/5/2025
1720 years ago a banks trust department would take $250000 and manage it for the bShoot1st211/5/2025
16Obviously, there’s a cost to having a professional trustee. True. The local fInvestor2-11/5/2025
15I see the overall benefit of that, but my estate wouldn't be large. I'd Stan-11/5/2025
14As a trustee for a number of trusts, I recommend going with a trusted financial Alan Smithee-11/5/2025
13It's best if the trustee is not a family member. My mom's friend made heSun Tzu111/5/2025
12As a trustee for a number of trusts, I recommend going with a trusted financial Investor2211/5/2025
11If you go back a ways, or for some other reason have stock certificates stashed S. maltophilia411/5/2025
10In the case of a beneficiary who is not good with money, either a Testamentary WStan411/5/2025
9A suggestion to copy and paste the 10 headlines from that post and include in thBob311/3/2025
8Death--The Final Frontier [an ode to Star Trek]Sam-11/3/2025
7A note on health care POA’s (based on a personal experience): Never give a HC Pkidl-11/2/2025
6We thought so too. But unless you are explicitly declared as such, it is not truSun Tzu-11/2/2025
5Seems to me that logic would dictate that the person with the (financial) POA skidl-11/2/2025
4A friend had an untimely death last year. Even though we had power of attorney, Sun Tzu-11/2/2025
3A repost from another chat A major lesson learned on getting old Do your chilDon Green411/2/2025
2Re: 9. Make a bank account "payable on death" (POD). My attorney saInvestor2211/2/2025
110 Questions to Answer Before You Die: hellomortal.substack.com Hat tip to ajtjSun Tzu311/2/2025
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