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Most of you know I'm kind of a nerd.

One of ways I cope with medical emergencies - such as moms heart aliments, cancer, my son's issues and also during the start of covid.

With covid. I posted simple logical facts in a completely non-partisan way. Asking folks to Google local population and how many beds in your local hospital
(It's usually about 1% of the population) so it was the systemic collapse of hospitals that worried the medical ppl.

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The collapse of the medical system thankfully did not happen. NY got the closest imo. (Haven't looked at post covid data)

So with mom's cancer - I have not researched types of breast cancers yet. MINDFULNESS (started 2 yrs ago) has enabled me to cope in much the same way except w/o the anxiety and hyperintensity.

It also tells me to research after the test results so i can focus on the results as opposed to "what if"

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Mom and I are being very pragmatic. After results and whatever treatment options, she will decide I'd she wants treatment or transition to end of life treatment.

If hospice is needed, we will do it here since she has a separate full apartment in my basement, it won't be a crowded space.

So pragmatic planning is really helpful to both of us (it works for us, at least) the mindfulness ALSO taught me how to analyze w/emotion << KEY

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So after we have treatment plan - we will pull out the will, financials, stocks and address other wishes.

She has a living trust and my name is on it. I gotta google this because obviously want a small as possible tax burden. So hope that helps

Does anyone know if my name is on the trust (I'm the executer) does that mean I can take funds from the trust (to invest) without taxes?

That's it for now. I'm grateful for the support 🙏 ❤️
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@ucantstop_me Mom had an irrevocable trust (liquid & non-liquid assets) brother & I were trustees. After her death liquid assets split & we chose "in-kind" investment transfer (no change of holdings) to five us time to decide on reinvesting if we wanted. At time of transfer each of us assumed the relevant tax liabilities on interest/dividends earned. Non-liquid asset tax liabilities (condo sale) 2b paid if applicable in disposal year.
(cont'd....)