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<We haven't amassed enough yet for a trust to make sense. >

You mentioned, in your first post in this thread, that your assets are $800,000 - $1,000,000. You definitely have amassed enough for a trust to make sense. This is especially true, given your personal situation.

I addressed these issues on the LBYM Board, recently. Read the thread that begins with this post, by Rosietomato.

This is Post # 559365 on the LBYM Board. The key to affording a trust is to manage your own assets, once the trust is set up, rather than turning it over to a high-cost financial advisor. Since you do that, anyway, having a trust doesn't cost any more than the initial expense of setting it up. Believe me, that cost is nominal, compared to the mess of settling your estate, if one of you should die -- or, even worse, managing the finances, if one of you became disabled.

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