Articles and audion on New York Wills and Trusts

E176 How a Trust Keeps it in the Family

E176 How a Trust Keeps it in the Family


We’ll share the story of how one of my trusts played out, and how it’s accomplished the goal of keeping it in the family

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E173 Essential Retirement Planning for Solo Agers with Sara Geber Part 2

E173 Essential Retirement Planning for Solo Agers with Sara Geber (Part 2)


Talking “Essential Retirement Planning for Solo Agers” with Sara Zeff Geber. In part 2, we cover:

  1. The importance of social networks for Solo Agers, and
  2. Who can Solo Agers choose as their Executors, Guardians, and Custodians?

Links:

“Essential Retirement Planning for Solo Agers”

www.lifeencore.com

www.sarazeffgeber.com

www.silvernest.com

www.homeshare.org

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

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


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)

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E163 Always Leave Inheritance in a Trust Fund

E163 Always Leave Inheritance in a Trust Fund


Rich people don’t walk past free money, they pick it up (metaphor, not literally). Let’s discuss an estate planning example: asset protection trusts instead of direct gifts

Today we’ll discuss:

  1. What’s a direct gift?
  2. What’s an asset protection trust?
  3. Why it’s “free money” that EVERYONE should take

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E162 Post-Coronavirus Trusts Make Even MORE Sense

E162 Post-Coronavirus Trusts Make Even MORE Sense


There are lots of reasons why a trust is better than just a will. And post-coronavirus, a trust makes even MORE sense.

Today we’ll discuss:

  1. Video notary instead of witnesses
  2. Quarantine is a new type of incapacity
  3. Locked down courts: another reason to avoid probate

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E161 Court-Appointed Strangers

E161 Court-Appointed Strangers


Most of us cringe at the idea of some stranger or bureaucrat having power over us. But that’s exactly what happens with Court-Appointed Strangers. Specifically Guardians: the strangers with power over our seniors

Today we’ll discuss:

  1. How Guardians get power
  2. Some unnerving examples
  3. It’s always about money
  4. How to avoid this type of stranger
  5. Other types of court-appointed strangers

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E160 Estate Planning with Social Distancing

E160 Estate Planning with Social Distancing


Do you want to make or update your estate plan? But how, with social distancing?

We discuss:

  1. Fewer in-person meetings
  2. In-person signings
  3. Document handling

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E159 Is it Time to Update Your Estate Plan_

E159 Is it Time to Update Your Estate Plan?


Coronavirus and death is on everyone’s mind. So is it a good time to update your estate plan?

We’ll discuss:

  1. Reminder: no one can predict the future
  2. Yes, get started
  3. Be in the right state of mind

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Estate Planning for Bitcoin

Estate Planning for Bitcoin

Cryptocurrency has an estate planning problem. And it’s one of the barriers to wider cryptocurrency acceptance. Nobody wants to accumulate an asset that may disappear, often upon death.

Getting Final Affairs in Order Before Death

Getting Final Affairs in Order Before Death

Whether you’re the caregiver or the terminally ill, it can be satisfying to help get organized and take inventory. This is really important if there aren’t many close relatives.