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Discussion for those who have received (or will receive) an inheritance

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  • #31
    Here's the deal we aren't talking about our estate. We are talking about a taxable investment account for the kiddos in their names. I do need a revocable trust because of their ages and our assets. We probably have close to 7M after life insurance. But my parents can't handle money either. After watching so many "advisors" i hate the idea of an advisor.

    Anyway what I'm saying is more like 40k in taxable accounts. Because of this discussion I was thinking of more in taxable but maybe either 529 or coverdell.
    LivingAlmostLarge Blog

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