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Try It NOWCategory: Estate Planning
January 14, 2025 – Green Burials are growing trend among very environmentally conscious people. The numbers are pretty small, but they are catching on. The idea is that your body is disposed of in a way that is friendly to the planet: no preservatives used in embalming, non-biodegradable materials, or…
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Category: Estate Planning
June 8, 2024 — A significant portion of older adults have not completed essential estate planning documents. In fact according to one survey, only about 55% of people over 55 have a will. Beyond creating an estate plan, there are a number of other tactics that you can take to…
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Category: Estate Planning
July 20, 2023 — Just about everyone knows that not having a will is a really bad idea. But still, about 60% of Americans either don’t have one or have no estate planning. But almost as bad as not having a formal will is having more than one, or not…
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Category: Estate Planning
November 30, 2021 — It is amazing how many times this question comes up, usually from people who we consider very proactive about their retirements. There are no easy answers to the question, but there are some guidelines. Adding to the mix, if the provision of the Build Back Better…
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Category: Estate Planning
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 what to…
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Category: Estate Planning
June 23, 2020 — Note: This article starts with the premise that it is crucial for every person of retirement age (and younger) to have a will and/or an estate plan, no matter how small the assets you own. If you don’t have a legal document, you are going to…
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Category: Estate Planning
August 30, 2018 – Is your estate planning goal to maximize the amount of money you give to the IRS, give probate attorneys a huge cut of your assets, leave nothing to your favorite charities, and pit your relatives against each other in family destroying battles over money and possessions?…
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Category: Estate Planning
August 31, 2016 — Consider this unpleasant scenario: You go to bed tonight and don’t wake up. Instead, you go on to your greater reward, leaving a saddened spouse, family, and friends. They, on the other hand, are about to find out how well you prepared for this event. While…
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