Showing posts with label Family Trust. Show all posts
Showing posts with label Family Trust. Show all posts

Tuesday, November 25, 2025

Winter Will Arrive Today in Style *sigh*

We're under a Winter Storm Watch for the next 24-48 hours. Of course, my luck, those are also pool days, so if it does snow overnight, I'll have to shovel before I leave for the YMCA. Just one more thing on my possibilities list - do this, do that, do the other thing. And, of course, into the mix comes DH and his very uncertain and volatile temper these days. We're both under a lot of pressure. I internalize it, he strikes out verbally. I'm tired of being yelled at for something I didn't do. 




I don't think we've seen a single flake of snow in the Twin 
Cities yet, but we're solidly in the red for a Blizzard Warning 
for the day and into the night. *sigh* Nothing like having 
Winter arrive with a fist of fury. 



The latest is my oldest niece. I had spoken to her about an idea I had for a Family Trust several months ago, but eventually she had decided the role I had requested for her simply didn't work for her. No problem, I withdrew the offer/request. But DH wants her to be in charge of a different Family Trust, and that one is structured very differently. What she would have to do would be minimal and almost just exist on paper. No real effort on her part. She's still uncertain about accepting the role, however, and DH is blowing up at me for having "ruined" it for him. Well, he'll just have to explain, in detail, what she would be expected to do. The funds are being handled by our brokerage, and hands-on would be minimal at most. 




My oldest niece might not accept the position that DH 
would like her to hold after we're dead, but it's totally 
her choice. I don't think DH has explained her role in 
any depth, and it really isn't much. Just overseeing things 
to make sure things are above board and the investment 
firm isn't siphoning off funds under the table. 



But DH got home late last night, and blew up at me for "ruining things with" my niece. Of course, he stayed late at the shop working, and didn't get home until I was ready to go to sleep. Then he wants to "talk" to me about it, which means "yell" at me about it, and I simply said "No. I'm going to sleep. I have to wake up in six hours to get to the YMCA for swimming. I'm not discussing anything right now." And I turned around and did exactly that. He'll be fuming today, I'm sure. It should be an "interesting" day at the shop. 




Catie's Mom had turned down the position of administrator 
for her Dad's estate, tossing that job to DH instead. In fact, 
I don't recall having see my sister-in-law even pass in my 
Father-in-Law's house after he passed. There were a lot of 
bad memories, I guess. Maybe my niece thinks it might be 
somewhat horrid. I suspect it will be rather boring. 



Plus, when we add in the possibility of some potentially serious snow ... well, things are very interesting right now - LOL. Personally ... I really don't like living in "interesting" times. I'm hoping you have a really uninteresting day ahead of you. Interesting is highly overrated. LOL I'll be back tomorrow. Slava Ukraini. 




Monday, May 5, 2025

Slow and Careful Steps Will Be My Mantra For a While

Happy Monday to all. It's the beginning of another work week, and even though most of our calendars have our weeks starting with Sunday, I've always considered Monday the start of my week. So, since I awakened a bit earlier than usual today, I had a relaxing meditation, then had my run (fast walk on the treadmill) for three miles, then had my shower, and now I'm sitting down to my blog. It's 6:00  am. What have you done today? LOL




I'm trying to remain active and healthy - very important. 
Part of that is my exercise regime of three days on the 
treadmill and three days in the swimming pool. I get a 
thorough workout both places, and I'm pretty happy with 
where I'm at. 



DH has set up the patio, so we did a final sweep and clean-up, and then settled down to Tequila sunrise drinks under the umbrella. Even though we're missing a LOT of our trees after last year's "take down the trees and clear out the water pathway" efforts by the County, my patio is still my "go to" place for enjoying the outdoors in the summertime. Mother's Day (and my birthday) come on Sunday, and we'll be at the large garden center south of our city to buy plants. DH has been online a lot, trying to figure out what he wants to try this year. It's never a guarantee that they'll actually have what's on the website either, but it's certainly worth a try. I know I'll get my Lantana plants again - those are mandatory - LOL. 




This is part of what we purchased at the garden center last 
year. DH has already been looking at plants at the local 
hardware stores, but our annual big buy is at Gerten's. 
That's where we'll get my lantana plants, as well as 
dahlias and other more esoteric flowers. 



My thoughts are whirling around this and that with the family trust that I'm planning to set up. I'll try and find some time today to jot down notes - probably on my laptop, but maybe on my phone. I want to make sure all of the I's have dots and the T's have crosses and that I haven't forgotten any important loopholes. I think this could be a real game changer for a lot of people if I can get this set up properly. 




I wish I could be a bit more "laid back" about the structure 
of this family trust I want to establish, but when it comes 
to legal entities, I am a beast for the details. I can't be as 
laid back as I wish I could be. I have to foresee eventualities 
and possibilities, arrange for funding and legal formalities, 
and also consider how it ends, because eventually it will. 



So I have lots of things going on - lots of future planning for the immediate future (gardening and setting up the trust fund), and the future farther out (making sure that the Trust will be something that will achieve my goals for family members for (ideally) several generations). We'll see. It's not a massive amount of money that I have to establish the Trust, and I'll have fees for my "staff" and "advisors" coming out of that off the top as well. Slow and careful steps is going to be the key to success. 


Have an excellent Monday and I'll be back tomorrow. Slava Ukraini.