More cleaning out the Bob basement

I'm sorry if I made a bad joke.? Please understand this was all tongue in cheek. As for plans, I had a massive heart attack in June and nearly died.?? 8 stents and a pacemaker later I am alive and kicking. My suggestion's are: Make a will. Put all of your real estate and investments in a trust with you and your wife (and possibly your next of kin) to avoid inheritance tax (I am no lawyer, so contact a lawyer on how to do this) Make sure there is a list of all bank account and credit card numbers some where where both of you can access it (a safety deposit box or home safe comes to mind). I would suggest that all of your passwords are kept in a password manager that both of you have access to or encrypted somewhere with a password you both know. In case you both were to die together, make sure your next of kin knows how to find or access the above information. If you have special requests for disposition of your property after you die, state it in your will or make a list and put it in the safety deposit box mentioned above. These are some of the things my wonderful wife and I did after my heat attack. Please forgive the morbid nature of this but my perspective has changed since the heart attack. On 9/19/2021 3:57 PM, Josh Dersch via cctalk wrote: