Articles and audion on New York Wills and Trusts
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?
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)
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:
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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:
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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
Do you want to make or update your estate plan? But how, with social distancing?
We discuss:
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Coronavirus and death is on everyone’s mind. So is it a good time to update your estate plan?
We’ll discuss:
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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.
I get that Do-it-Yourself is very tempting. But you may be creating HUGE problems for your heirs.
We’ll discuss:
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Pick up my books on Amazon. Reviews always appreciated!
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