My wife and I built wealth together but most of it is in my name for tax reasons, and now we're doing estate planning and realizing that legally I control what happens to money we both earned, which feels wrong but changing it now has huge implications. We never thought about how the paperwork would matter when one of us is gone.
More people experience this than they realize.
Administrative convenience during life becomes moral complexity in death when legal structures don't reflect true partnership.
“Where Are You with Financial legacy — what you leave behind?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.