Post #108 by AdrianC on the US Policy board

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I have a friend with whom I traded a bunch of emails of how he should arrange his affairs for his wife on his demise. He is not young. His first thoughts were extremely fancy, the sort of optimization that is a joy for me, and a joy for him, but perhaps not for his future widow. I pointed out "um, hey, you're pretty rich. Just keep it simple, have her buy a fund". (particularly startlingly because I am NOT a fan of standard cap-weight index funds)

Been thinking about something similar myself - what investment recommendations do I give to my trustee? (likely my eldest kid). If she wants to get into investing at some point all well and good. Given her choice of career (MD), it's likely she won't though, and I don't want her employing a "helper" taking 1% or more of her and her sibs money.

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