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Lisa · 1 January 2012, 02:25 PM

Thanks, guys. It's a relief to get some answers.

77T, yes we have a trust that contains the entire estate except for some IRAs. No change in state of legal residency, and all papers on file and current to the best of my knowledge. Our family is small - this is really all on the shoulders of my sister and me. That will help in decision making - we tend to agree on everything.

1 January 2012, 02:25 PM	#9
Lisa "TRF" Member Join Date: Sep 2007 Location: oklahoma city Posts: 15,741	Thanks, guys. It's a relief to get some answers. 77T, yes we have a trust that contains the entire estate except for some IRAs. No change in state of legal residency, and all papers on file and current to the best of my knowledge. Our family is small - this is really all on the shoulders of my sister and me. That will help in decision making - we tend to agree on everything.

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