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I'm Right Here, you know :-

Not you.

But (and I am sure you have already done this) if there is a cause in which you believe, do set up bequests to that/those.

You are right.

I referred to "estate" incorrectly as opposed to maybe "assets".

And was mostly nattering.

I saw my younger son last night (dinner and Kristin Chenoweth with the CO Symphony was a wonderful Christmas present that he gave me). Interesting conversations about money and investing. The timing for him was interesting but wouldn't have changed what he spent on a house or where he bought. His siblings likely have significant catch up on retirement savings. He had to explain that he was pretty much topped off on anything specifically called "retirement." He and I also talked about inheritance philosophies(both grandparents did....different things).

Perhaps one thing that will come from our conversations will be him getting his estate docs done. Before the house, it was all taken care of through beneficiaries. (My concern is the the health care stuff).

For myself, knowing what to do with a chunk of money after I sell my house is a concern(don't sell an investment until you have something else/better to invest in).

Again just ruminating. Also, in my case, some of it came from some riskier choices. I'm not sure I need "more" so not sure how risky I will go.
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