George Kamel
👤 SpeakerAppearances Over Time
Podcast Appearances
amend the trust in some way so that if something happens to me... What is the size of your estate?
My house now is worth about $500,000.
I do have... I don't have any debt.
I do have some retirement investments and some savings in an accessible...
investment account.
I've always looked on a zero-based budget, and I think grand total, mine would be about $1.2 million, actually.
Nothing yet.
All of that has all been in the trust that I had before.
Yeah, it's like it worked before I met him.
Why was it putting a trust?
When my first husband died, my financial advisor just said, this is what you need to do.
And he just did all those things for me.
Not exactly.
It will suffer to, I guess, if something were to happen to me.
Yeah.
Okay.
Well, I already do have the trust.
I'm not sure you need it.
Oh, okay.
A kinder family, I think.