Simple Money Wins

E172 Essential Retirement Planning for Solo Agers with Sara Geber Part 1

E172 Essential Retirement Planning for Solo Agers with Sara Geber (Part 1)

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Talking “Essential Retirement Planning for Solo Agers” with Sara Zeff Geber. In part 1, we cover:

(1) Who are Solo Agers? and
(2) Different Housing Options for Solo Agers

Buy the book “Essential Retirement Planning for Solo Agers” at (https://amzn.to/2AqEIYD)

E171 How Lockdowns are Affecting Probate

E171 How Lockdowns are Affecting Probates

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An insider’s look into how the lockdowns are making probate even more difficult than usual. Even if lockdown over by the time this airs, probably lingering residual effects.

Today we’ll discuss how lockdowns are affecting:
(1) The courts
(2) Banks and brokerages
(3) Real estate
(4) The IRS
(5) Lastly, creditors

E170 How to Name a Professional Executor in Your DIY Will

E170 How to Name a Professional Executor in Your DIY Will

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Against all advice, you’ve decided to use a DIY will. But you also want to name me your professional executor.

Today we’ll discuss:
(1) When you call me
(2) Show me your DIY will
(3) Supervised signings

Anthony S. Park

Anthony S. Park

Executor, Attorney, Entrepreneur

I’m a New York executor and attorney, helping folks with estates, real estate, and inheritance.

I’m also an entrepreneur, ranging from running a factory in east Africa to local retail businesses.

I also podcast and write books, to share knowledge about how to make your legal and money matters easier.

Contact Me