Articles and audion on New York Wills and Trusts
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)
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
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.
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.
Summary: (1) Name the right executor; (2) Include personal property; (3) Don’t tie up the money for too long; (4) Explain any unequal bequests …
