No. of Recommendations: 1
My concern going forward is what if I am unable to do it myself? ...

Maybe a trusted child or other realtive? And hope they don't steal you blind.

Both of these points are good ones and having been the responsible one forever, it hadn't occurred to me. Having been the youngest child who ended up with the responsibility of managing money for my mother after my father died when I was 25, I have a very good idea of the time and effort(although things have generally gotten easier since then-internet and whatnot).

My children are all good at managing finances but they are all in their 20s, busy and establishing their own lives. Even in 10 years, I wouldn't want them to have to deal with it.

I talked to a planner this week and liked her. She also "got" me. Someone else mentioned having someone knowledgeable to talk to about different options and I find those people hard to find in general. It's almost like listening for code to find them(I'm talking about people who actually have significant money to manage.) I think there's a specific chunk I may give her to manage.

I am also talking to a tax person in a week or so. Same deal. I have been doing it but there are now too many complications as well as I think it's probably time to get my business off of Schedule C.
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