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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Blog
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!
retirementgoat
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...
retirementgoat
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...
retirementgoat
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...
retirementgoat
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
retirementgoat
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
retirementgoat
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...
retirementgoat
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...
retirementgoat
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...
retirementgoat
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
retirementgoat
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
retirementgoat
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...
retirementgoat
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...
retirementgoat
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...
retirementgoat
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
retirementgoat
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...
retirementgoat
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...
retirementgoat
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
retirementgoat
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...
retirementgoat
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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