Tag Archives: Estate planning

Future Challenge – So What’s the Plan?

Posted on August 29, 2013 by The Retiring Sort

Challenge #26 Everyone has a horror story of an estate (big or small) that wasn’t settled smoothly.  Usually it’s because there was no will (or no updated will), or because the contents of the will came as an unhappy surprise … Continue reading →

Posted in Finances, Financial Issues, Future Challenges, Information | Tagged , , , , | 13 Comments

Where there’s a Will… Why Everybody Needs a Plan – Part 3

Posted on August 28, 2013 by The Retiring Sort

This month, a friend of a friend suddenly lost her husband. In the days that followed, my friend and another buddy circled the wagons and, along with the new widow’s family, offered their support to her. Friends are wonderful at … Continue reading →

Posted in Family, Finances, Financial Issues, Information, Ruminations | Tagged , , , , | 17 Comments