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Estate planning
Old 03-12-2013, 07:33 AM   #1
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Estate planning

I realize this is probably preaching to the choir here at ER, but NPR did a high-level piece this a.m. on estate planning.

From Grief Comes A Mission To Make Estate Planning Less Daunting : NPR

"It takes really just a few hours now, rather than a pile of hours and thousands of dollars to do it later when you really need it done," says Chanel Reynolds, who created a website geared to help people get their affairs in order.

The Seattle mother of two launched the bluntly written, one-stop estate planning site after her husband was fatally injured in a biking accident. On top of grief, she faced stress and costs because there was no will or any of the other legal documents needed to handle a loved one's assets.
One very valid point they raised was to make sure your parents have all their documents in order. You can listen to the 5 minute audio, or visit her website, or download the checklist.

Next week's Financial Basics for Baby Boomers is going to discuss annuities.

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Old 03-12-2013, 08:42 AM   #2
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I like the name of the checklist. Direct. Blunt. No-nonsense.

I've also though of this in terms of what DD would have to go through should DW and I pass at the same time in an accident or something since we travel together all the time.

Thanks for posting.

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Old 03-12-2013, 08:54 AM   #3
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I heard the piece as well and it's prompted me to check my arrangements. I've gone over the beneficiaries for my retirement accounts and simplified my will.
"The needs of the many outweigh the needs of the few, or the one." - Spock
Retired Mar 2014 at age 52
Target AA: 70% equity funds / 28% TIAA-Traditional/ 2% cash
Target WR: 0.0%,
Income from pension, rent, and eventually SS
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estate planning

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