For those of us that have a spouse that DOES NOT want to OR cannot participate in portfolio development, modification, monitoring, withdrawal strategies and etc.
How do you set up a Portfolio/Retirement/Withdrawal (KISS) strategy that will sustain your spouse throughout the rest of their life AND does NOT require your Widow/Widower to get involved. In other words, an "auto pilot" portfolio and withdrawal strategy?
Is this possible for the DIY investor? OR
Do you need to turnover your portfolio to a Full-service wealth management firm? OR
Another type of wealth management firm OR
A Financial Adviser (fee only?) OR
Thank you for any and all thoughts, suggestions and guidance!!!