Retirement, insurance and estate resiliencePrompt 097
Build an estate liquidity plan
Tests whether valuable assets could be forced into a bad sale.
Ready to ask
Prompt text
“Estimate the cash my estate may need for taxes, debts, final expenses, business obligations and equalization among heirs. Compare that need with liquid assets and insurance proceeds.”
Context Silvia can use
Assets, debts, ownership, insurance and legal assumptions.
What a strong answer includes
Estate liquidity sources-and-uses table.
Useful follow-ups
- Stress illiquid asset values.
- What if settlement takes two years?
Ask Silvia about your actual financial life
Connect the relevant accounts, add the goal or constraint that matters, and ask Silvia to show the evidence and assumptions behind the answer.