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Christina Thomson - Coggle Diagram
Christina Thomson
59
65-67
70+
Legcay
non profit
Gerber
Grand kids IRA
LTC
Christina
How?
Who?
Where?
Washington
VA Option
Estate planning
trust planning
CRT
Passing on assets
Business
Brokerage
Pension
SSA
Non- profit/ Foundation
Annuity income
Business income
SSA X2
Pension X2
Christina Pension income
Brokerage
Washington pension income
Pension X2
Business income
Current assets
Credit card
1500
Checking
Washington Pension
10k
Saving
Retirement pension
2514k
Home
340k mort/650k value
2100
Brokerage accounts
robinhood
1k
coinbase
1k
hankotrade