How do we know not to include the second half of trust assets in the denominator? Although It isn’t part of her investible assets, it is part of her total net worth. I went back and forth on this, and finally settled on including it, and now I’m wrong and not certain why. What’s the logic?
From the vignette:
Since she does not have access to the remaining balance for ten years, this balance is not considered a part of the Carvalhos’ investable assets, but is part of their total net worth.