Estate Planning

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Welcome to our Blog! Here you will find a selection of handpicked articles and original posts that can help you think about how you want to plan your retirement. You can use the filters below to switch between original 'Posts' and 'Articles' from various categories about all things retirement!

This California lawyer says not to leave anything to your kids

Apr 28, 20231 min read

This California lawyer says not to leave anything to your kids

This seems, at first to be the trend that we hear from celebrities and billionaires these days. However, on reading this article from...

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10 Essential Estate Planning Documents That You Need

Apr 2, 20231 min read

10 Essential Estate Planning Documents That You Need

While some of us can argue that there are one or two that may not apply to us, it is a good idea to review this list written by an estate...

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Leaving an Inheritance? Is It Better to Give to Kids Now or Later?

Mar 19, 20231 min read

Leaving an Inheritance? Is It Better to Give to Kids Now or Later?

This is a common consideration among parents when considering their estate planning. So many things to consider such as your needs, your...

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How to Avoid Going Broke When a Loved-One Dies

Feb 28, 20231 min read

How to Avoid Going Broke When a Loved-One Dies

This article, from Lifehacker, is more focused on the costs of funerals and burials and options to reduce costs than the long-term effect...

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Living Wills and Their Role in Estate Planning

Feb 23, 20231 min read

Living Wills and Their Role in Estate Planning

A quick overview on living wills from AARP. Key takeaway should be the advice to not wait for something to happen. - RetirementGoat

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Estate Planning: 4 Strategies for Leaving Assets to Heirs

Feb 19, 20231 min read

Estate Planning: 4 Strategies for Leaving Assets to Heirs

Here are a few different options to distribute assets to consider when estate planning. - RetirementGoat

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What to do when your term life insurance is ending?

Jan 31, 20231 min read

What to do when your term life insurance is ending?

This is a decision for many on when do you no longer need life insurance or how much? Good overview on some of the options and...

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How Divorce Impacts Your Estate Plan

Jan 26, 20231 min read

How Divorce Impacts Your Estate Plan

Lots of information here, from smartasset, on some of the long-term planning requirements post-divorce. It is worthwhile to note that...

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Before my husband's death I thought we had our affairs in order

Jan 24, 20231 min read

Before my husband's death I thought we had our affairs in order

This is a bit of a cautionary tale from ABC News in Australia about a widow that thought she was well prepared with her spouse's will and...

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End-of-life planning with loved ones can be hard

Jan 23, 20231 min read

End-of-life planning with loved ones can be hard

Some practical and thoughtful advice on how to broach this difficult discussion and some of the items to prioritize. - RetirementGoat

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Estate Planning? 3 Ways to Know if Your Financial Advisor "Gets It"

Jan 22, 20231 min read

Estate Planning? 3 Ways to Know if Your Financial Advisor "Gets It"

Some interesting things to consider when interviewing a financial advisor from Kiplinger. - RetirementGoat

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Where are my important documents?

Jan 17, 20231 min read

Where are my important documents?

In deference to the author, I altered the caption to better reflect my opinion of the important message here. In this article in the Los...

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How to Use the Legal Cloak of Invisibility to Protect Your Assets

Jan 13, 20231 min read

How to Use the Legal Cloak of Invisibility to Protect Your Assets

A Kiplinger article written by a lawyer with a clear disclaimer that this is not intended to provide evasion strategies for legitimate...

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Does It Ever Make Sense to Name a Bank as Trustee of Your Trust

Jan 10, 20231 min read

Does It Ever Make Sense to Name a Bank as Trustee of Your Trust

A clear and quick overview from yahoo!life of some of the advantages/disadvantages of naming a bank (that may apply to other...

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How Children Should Inherit, 4 Scenarios Where 'Equal' is Not Appropriate

Jan 8, 20231 min read

How Children Should Inherit, 4 Scenarios Where 'Equal' is Not Appropriate

Here is a thoughtful article from Kiplinger on a difficult subject that some of us will need to consider. - RetirementGoat

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8 Alternatives to Traditional Funerals

Jan 4, 20231 min read

8 Alternatives to Traditional Funerals

It is a fact of life that death touches us more as we age. Aside from our personal wishes, we are often tasked with arrangements for...

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Having No Will At All May Not Be So Bad

Dec 30, 20221 min read

Having No Will At All May Not Be So Bad

This article, written by a lawyer, runs counter to most common knowledge and, personally, everything that I was always led to believe...

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9 ways solo agers can prepare for retirement

Dec 17, 20221 min read

9 ways solo agers can prepare for retirement

Some great ideas here for singles facing retirement including a few that you may not have considered. - RetirementGoat

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Don't leave grieving relative searching for your passwords

Dec 16, 20221 min read

Don't leave grieving relative searching for your passwords

When I first saw the article, I thought about how far away the need was to address this. Then, on reflection, it occurred to me that...

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How to write a frictionless will

Dec 14, 20221 min read

How to write a frictionless will

This is a common and devastating issue for many families who face the bereavement of a parent or loved one compounded by conflict over...

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