truck1956, ...is a little longer timeline from yours, but otherwise the end game is the same. (I'm 70) You didn't give a time for that 3.5% to kick in, but I understand the chances are you'll hit zero a little before I will. Old age and cancer ain't for wimps--let's both hope we have the strength to take it. 1. Cremate. I am not at all sure cemeteries will be as well kept or honored in the future. My current will specifies cremation and scattered ashes somewhere over Texas, but I also have a plot in another state where I specified a simple brass plaque. I'm changing that to more likely a stainless steel or cast iron plaque due to less chance of vandalism or theft. 2. Get at least some of your bucket list items done. 3. As a favor to your wife, round up all the smaller stuff around the place and turn them into cash via auction or whatever. Actually, I mean cash, and stash some around for your wife's use. Gets the junk sorted out because only you know what's worth something and what isn't. If you don't, either your estate (your wife) will need to pay somebody else or she'll end up with the hassle. I'm in the process of doing that myself while I still can. 4. Get every scrap of paperwork into organized files. That's another huge favor to your wife. 5. Others have commented, but I'm quite sure it'd be better to just get all the big stuff you own lined up and ready, but don't sell. Let it get the stepped up basis and then your wife can get the big stuff sold. This question is for the accountant or lawyer to get right. 6. I thank God every day for the time I've had, and for the opportunity to live in the greatest nation ever, during it's finest years. I hope you regain your health and all the above (except the bucket list stuff) becomes unnecessary. Best of luck to you. Stetts |