Monthly Archives: July 2023
In Order to Avoid Ruffling Feathers, Snowbirds Should Develop Their Estate Plans Carefully
Now that you are retired, you get to decide how to spend your time. You no longer have to base your plans around your boss or your kids. If you want to go to Florida and just stay there, that is your prerogative. As every New Yorker knows, though, there is no place like… Read More »
Is Optimism an Overrated Estate Planning Strategy?
Writing your will when you are young is a much better idea than not writing one. If you have minor children, the last thing you want is to leave open the possibility of your parents and your in-laws fighting in court for years over which family should get custody of your children if both… Read More »
3 Situations Where an Annuity Might Be Right for You
Annuities are not the world’s most glamorous estate planning tool. It would make sense to brag about your revocable trust, the way that people might boast about BMWs. Instead, think of products whose partisans are much less outspoken about their favorite products, but their love is obvious, anyway. Your neighbor who loves Hondas does… Read More »
Swedish Death Cleaning Isn’t Really About Death, but Neither Is Estate Planning
There are numerous good reasons to declutter your house. Some people declutter in order to have a tidy environment where they feel less stressed than they do when surrounded by clutter. Others find motivation in donating items they no longer need to secondhand stores where people who do need them can find them at… Read More »
Estate Planning For Late Bloomers
Happy birthday, sweet 49. This time next year, you will start receiving birthday greetings and a big pile of other correspondence from the AARP. Of course, you are probably wondering if you will ever be able to afford to retire. The financial struggles of millennials and Generation Z have been dominating the news headlines… Read More »