Nestled in the foothills of the Great Smoky Mountains, Tellico Village comprises over 5,000 acres along Tellico Lake. Established in 1986...
Reflections on Silver Lake is a popular 55+ Manufactured Home and RV Community in Highlands County, Florida, offering a choice of lifesty...
Twin Oaks is a 55+ active adult community located in sunny Bradenton, Florida, and brimming with serenity and charm. Our private, pet-fri...
Cadence at Lansdowne is a brand new 55+ active adult community offering a vibrant lifestyle in Lansdowne, Virginia. It's where you can ha...
Few towns in the Southeast offer more gracious charm than Aiken, South Carolina. Take a relaxing stroll through Aiken's tree-lined ...
The Grove is an upscale, manufactured home community for active adults 55+, located in sunny Bradenton, Florida, on 40 lush acres of form...
April 12, 2021 — Today we are fortunate to have an interview with Jim, a retired vice president and trust officer at a large Pennsylvania bank, who spent his entire career administering estates of all kinds and sizes. We think you will find his real life examples of the good, the bad, and the ugly in estate planning very useful.
The tips, advice, and experience that Jim brings to this important topic is critical, since inevitably, everyone needs an estate plan. Jim believes that only about 50-75% of people of retirement age have an estate plan of some kind. Most of those folks have wills, while a much smaller percentage have trusts. As he pointed out early on in our interview, even if you think you don’t have an estate plan, you actually do. That is because in the event of no will or trust, the government has rules about how your assets will be divided after your death. The problem is that it probably won’t be distributed the way you wanted it to be done.(more...)
What It Is Like to Retire in Longwood
Longwood is a small town of about 13,000 people that is north of Orlando. The town is fairly affluent and near many lakes... more >>
What It Is Like to Retire in Manteo
Manteo is a village on North Carolina's Outer Banks. The population is about 1,400, although in summer it gets quite larger. Manteo was described by a recent visitor as having cute shops which get quite busy in summer. Another visitor who was delighted with the town exclaimed: "Why didn't you ever tell me about this place?" This area near Elizabethan Gardens is rich in colonial history with the Lost Colony and the famous early settler Virginia Dare... more >>
State: North Carolina
What It Is Like to Retire in Cascais
About thirty minutes from Lisbon, Cascais is a small, bright, cosmopolitan city in Portugal nestled on the Atlantic coast. Swelling with tourists in the summer months, Cascais is populated by expats in addition to the Portugese all year round. Expensive by Portugese standards, expats find Cascais very affordable. Perfect for the active retiree, sailing, biking and golfing are all popular activities... more >>
What It Is Like to Retire in Belleville
Belleville is a city in southern Illinois with a diverse population of about 41,000. It is the county seat of St. Clair County and the seat of the Roman Catholic Diocese of Belleville. Scott Air Force Base is nearby and so the town is popular with federal civilian personal, contractors, and military retirees. Belleville is also home to Southwestern Illinois College... more >>
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