1
Okay so this one comes from a reader comment on the last article.
“Part 1: Cannot siam US estate tax easily.
Part 2: Where your spouse can find your money.
We need a Part 3 — how your spouse should set up a fuss-free portfolio when they are less financially savvy.”
Fair point.
Part 1 covered how long your family waits before they see a cent. Part 2 covered the one-page plan so they can actually find the money.
Neither answered the obvious next question — what do they do with it once they have it?
And the honest starting point is this: the goal is not to turn your spouse into a hardcore investor picking 30 different stocks globally and managing stop losses.
The goal is to build a portfolio that doesn’t need them to be one.
In this article, I’ll cover:
- What the portfolio has to do when you’re not there
- The 3 holdings (plus cash) I would consider using — and the robo alternative
…
