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

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...

Apr 28, 20231 min read

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10 Essential Estate Planning Documents That You Need

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...

Apr 2, 20231 min read

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

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...

Mar 19, 20231 min read

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How to Avoid Going Broke When a Loved-One Dies

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...

Feb 28, 20231 min read

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Living Wills and Their Role in Estate Planning

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

Feb 23, 20231 min read

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Estate Planning: 4 Strategies for Leaving Assets to Heirs

Estate Planning: 4 Strategies for Leaving Assets to Heirs

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

Feb 19, 20231 min read

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What to do when your term life insurance is ending?

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...

Jan 31, 20231 min read

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How Divorce Impacts Your Estate Plan

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...

Jan 26, 20231 min read

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

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...

Jan 24, 20231 min read

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

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

Jan 23, 20231 min read

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

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

Jan 22, 20231 min read

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Where are my important documents?

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...

Jan 17, 20231 min read

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

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...

Jan 13, 20231 min read

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

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...

Jan 10, 20231 min read

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

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

Jan 8, 20231 min read

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8 Alternatives to Traditional Funerals

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...

Jan 4, 20231 min read

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Having No Will At All May Not Be So Bad

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...

Dec 30, 20221 min read

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9 ways solo agers can prepare for retirement

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

Dec 17, 20221 min read

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Don't leave grieving relative searching for your passwords

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...

Dec 16, 20221 min read

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How to write a frictionless will

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...

Dec 14, 20221 min read

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