KT
👤 SpeakerAppearances Over Time
Podcast Appearances
I have about 4 million and he has around 600,000.
Wow.
Over half of my assets came from my late parents who wanted me to protect this inheritance from my daughter.
You bet.
We're creating a joint revocable trust and agreed that my daughter will inherit our primary home, which I owned before marriage, while remaining assets will be divided equally among all children after both of our deaths.
I'm worried this may shortchange my daughter.
Attorneys are costly where we live, but I feel I should seek one who represents only me before signing.
Yeah.
And if he loves her and they have a really great marriage, I think that he would agree to that.
I think so.
All right.
This one I chose because buying your first home in your 50s
Wow.
A lot of people are here.
Hi, Susie.
I'm reading your Women in Money book.
And in the book, you say your mortgage should be paid off by the time you retire.
Well, wait a minute.
Ready?
Susie, have your thoughts on this change?