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Estate Planning

The Retirement Watch Guide to Understanding the Last Will & Testament

March 27, 2022

There’s a lot more to know about wills than many people realize. The additional knowledge can often result in a much improved estate plan. Let’s first review some basic terms and concepts of the will. A will is a written statement of your instructions and intentions regarding your estate. The phrase “last will and testament” […]

Estate Planning

How to Make a Will Without a Lawyer [Part 2]

October 24, 2021

To follow up on last week’s Retirement Watch Weekly, here are 5 more steps you can take for making a legal will – without having to hire a lawyer. Name Guardians for Your Children When a testator has minor children, the will should designate one or more individuals who will serve as guardians for the […]

estate planning

How to Make a Will Without a Lawyer

October 17, 2021

In a recent survey, 53% of people who did not have a will gave this as their main reason: Difficulty finding an attorney they could trust. However, you don’t need a lawyer to prepare a will for you. You can prepare a will yourself, and there are plenty of resources, especially online, to guide you. […]

estate planning

How To Craft the Perfect Will for Your Estate Plan: Part II

September 19, 2021

In last week’s edition of Retirement Watch Weekly, we discussed ways to construct a will to maximize the inheritance you pass on to your heirs. In this week’s, we’ll continue exploring this topic. Know your Children & Anticipate Issues with Your Estate Naming the oldest adult child as executor of an estate is very common […]


In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more. 

Estate Planning

How To Craft the Perfect Will for Your Estate Plan

September 12, 2021

It doesn’t take much to tarnish a gem of an estate plan, and with it your legacy. A misplaced word, missing clause, or miscommunication between lawyer and client can send your will and your ordered estate plan spinning into chaos. You can avoid such a fate. Follow these last will and testament guidelines, and you’ll […]

Estate Planning

Will These Estate Plan Changes Affect Your Retirement?

August 15, 2021

Fellow Investor, There are four basic strategies for reducing estate taxes: Reducing assets from the gross estate Removing future appreciation from the gross estate Increasing deductions Buying life insurance Within those four strategies are many options. Not all will be appropriate for you. But there are quite a few strategies – and it’s always good […]

Who Will Change My Light Bulbs? New Ways to Plan for Long-Term Care

July 9, 2021

Planning for long-term care has undergone a revolution in recent years. In the latest episode of Retirement Watch Spotlight Series, I review the current state of long-term care (LTC) and planning for LTC. I consider LTC a great paradox in America, as it is perhaps the most neglected part of retirement planning. It is identified […]

E-Wills Are Coming

March 29, 2021

Very slowly but surely, estate planning law is catching up to modern technology. The latest development paves the way for electronic wills in most states. An electronic will, or e-will, is one that recognizes the traditional formalities of a will when they’re in an electronic format. An e-will can be written in an electronic medium, […]

August 2022:
Congress Comes for your Retirement Money
A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.

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