New Trust – (Finances in a mess)
The notary came today to get my trust notarized and things resolved. I sadly discovered everything’s a mess.
Example, I thought one annuity was worth about $50,000 but I was double counting it. I’ll feel better when everything has been reviewed and I know the numbers are right.
I can’t pass this mess on to Kelly. I need to be certain all the accounts are correctly identified and the trust is funded. As it stands now, I am still comfortable, but things are a mess.