Monday, January 26, 2015

Trusts

Who knew there was so much work involved on getting things set up?  I thought totally easy peasy taking over Dave's brothers' trusts.  Not quite so.  I have been on the phone several times getting things straightened out and ready to roll. Didn't help when there was a glitch on the investment side. Still not all the way there, but getting closer.
I set up spread sheets so I can monitor better what I'm doing and when.  I'm all set up online to be able to do things without getting tons of mail.  Feels good to finally be making some progress.  And then after all this I get to turn around and do the taxes.  And unfortunately this year I get to do it all from scratch since previous copies of the taxes were never given to me after they were taken from Dave's house.

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