Dear Amy: We are “Pat” and “Leslie.”
Your decisions and distribution of assets seem fair , and if this works for you, then carry on!
A somewhat radical idea would be for you to consider taking advantage of the hot housing market, sell your two homes and look for a home together which will be suitable in design and location for you to age comfortably in place. Together. My friends are having trouble getting into bank accounts to pay funeral expenses, getting into apartments to clear out belongings, dealing with funeral homes, getting access to email accounts so they can notify the near and dear of the sudden departure, and trouble tracking down veterans’ benefits and mortgages and leases and insurance policies.
It would have been so simple for these now-departed souls to make some arrangements before the inevitable day arrived.
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