Assume the Wendy and Wim Wolverine tact pattern WW Wolverine dies at age 45, leaving his 403b) plan to his spouse, Wendy, who is also age 45 and the sole primary beneficiary of the account. Conduit trusts for the benefit of Will and Wendy's three children are the contingent beneficiaries. What are Wendy's options with regard to the 403(b)? Again, their assets at the time of Will's death are as follows: House fontiretes, net of mortgage $350,000.00 Cash and Investments UTWROS) 225,000.00 Wendy 1401Profit Sharing Plan 350,000.00 Wil's 40316) Plan 475,000.00 Vandy's Life Insurance 500,000.00 Will's Insurance 250,000.00 Total Assets $2,150,000.00 We don't actually know the Wolverine's income, which is spurious, we would in the real world Lets ASSUME for a moment that Wondy may have a hard time making ends meet without Wil's income This may alfect her decision about what to do with Will's 4036. She may need up to $5ky DOMOTETTU Assume the Wendy and Wim Wolverine tact pattern WW Wolverine dies at age 45, leaving his 403b) plan to his spouse, Wendy, who is also age 45 and the sole primary beneficiary of the account. Conduit trusts for the benefit of Will and Wendy's three children are the contingent beneficiaries. What are Wendy's options with regard to the 403(b)? Again, their assets at the time of Will's death are as follows: House fontiretes, net of mortgage $350,000.00 Cash and Investments UTWROS) 225,000.00 Wendy 1401Profit Sharing Plan 350,000.00 Wil's 40316) Plan 475,000.00 Vandy's Life Insurance 500,000.00 Will's Insurance 250,000.00 Total Assets $2,150,000.00 We don't actually know the Wolverine's income, which is spurious, we would in the real world Lets ASSUME for a moment that Wondy may have a hard time making ends meet without Wil's income This may alfect her decision about what to do with Will's 4036. She may need up to $5ky DOMOTETTU