Estate planning in Retirement

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GuideRay Okonkwo23 Sept 20266 min

Your Will Doesn't Control Most of Your Money

Beneficiary forms, powers of attorney and a trust you actually funded do more work than the document in your safe. Here's how each piece fits.

Long-term care is the bill most retirement plans ignore

GuideRay Okonkwo23 Sept 20266 min

The Beneficiary Form Beats Your Will Every Time

Hand off the phone calls years before you hand off the shares

GuideBusinessRay Okonkwo23 Sept 20266 min

Handing the family business over without blowing up the family

GuideMoneyRay Okonkwo23 Sept 20266 min

Your Beneficiary Form Beats Your Will

Help Your Kid Buy a House Without Betting Your Own

Gift, loan, or ownership stake. Pick one on purpose, paper it properly, and keep your retirement out of the blast radius.

GuideCryptoRay Okonkwo23 Sept 20266 min

Multisig in plain language, for a family that holds bitcoin

One seed phrase in a fire safe is one flood, fire or funeral away from zero. A 2-of-3 setup fixes that, if you back up the right file.

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Rewrite my CV so it actually gets read

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GuideMoneyRay Okonkwo22 Sept 20266 min

How much life insurance you need, and what kind to buy

Work out the number yourself in fifteen minutes, then buy the boring policy that covers it and get on with your life.

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Crypto5 min read

Steel, paper, and where to actually keep your seed phrase

Most people lose crypto to a fire, a flood, or a family that can't find the backup. Fix that in an afternoon.

Poll

How many days a week are you actually training?

GuideCryptoRay Okonkwo23 Sept 20266 min

Who should buy the bitcoin ETF and who should hold the coin

One is a line in your brokerage account. The other is 24 words on a piece of steel. The right answer depends on the account, the amount, and who inherits it.

GuideCryptoRay Okonkwo23 Sept 20265 min

The crypto handover your family will actually be able to follow

Most self-custody setups die with the person who built them. A written, tested handover takes one afternoon and saves your family months of guessing.

Delicious.com — Nine thousand recipes and a plan for tonight

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GuideCryptoRay Okonkwo22 Sept 20266 min

The biggest threat to your crypto is your own filing system

Most self-custody disasters aren't hacks. They're a water-damaged card in a drawer, a backup nobody tested, and a family who had no idea it existed.

Quiz

Does your wardrobe actually fit you?

Five questions, honestly answered, and a plan for the next fortnight.

GuideBRO SeniorsNina Castellan27 Sept 20267 min

Tag the Story Before You Sort the Stuff

Most of what you own is worth less than you think. The part that's priceless is the story, and it goes when you do unless you write it down.

GuideFamilyCal Brennan23 Sept 20266 min

What to do in the first ninety days after a dementia diagnosis

The paperwork window is open right now, and it closes quietly. Do these things while your parent can still sign a name and mean it.

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GuideBRO for HerNina Castellan23 Sept 20266 min

Name the guardian before a judge has to guess

Wills, powers of attorney, and the beneficiary form that quietly overrides all of it. What to sign, who to ask first, and what skipping it costs.

Names.com — The name is the first thing you sell

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GuideBRO SeniorsMarcus Vale23 Sept 20266 min

How to hand down tools, land and heirlooms without a fight

The estate fight almost never starts over money. It starts over a hand plane worth sixty dollars and a promise nobody wrote down.

Poll

How often do you see your closest friends?

GuideGuides & ChecklistsRay Okonkwo23 Sept 20266 min

The four documents your family needs before they need them

Most estate plans fail for a boring reason: the paperwork is out of date, or nobody can find it. Fix both in one weekend.

GuideBRO for HerNina Castellan23 Sept 20266 min

Money in the first ninety days after your husband dies

Ten death certificates, one frozen checking account, and the decisions you should refuse to make until next year.

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GuideBRO SeniorsMarcus Vale23 Sept 20266 min

Marrying again at seventy without splitting your family

The beneficiary forms matter more than the will, and the conversation with your kids matters more than both. How to get all three right.

Quiz

Is your money actually in order?

Six questions. No email required, no sales pitch at the end.

How To6 min

How to get power of attorney for an aging parent

Be a Man6 min

Write the will while it's still a boring afternoon

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Plan a cook for eight people

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GuideBRO SeniorsMarcus Vale23 Sept 20265 min

Plan your own funeral so they don't have to guess

A folder, one afternoon and a few hard calls now will spare your wife and your kids the worst week of their lives.

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How To6 min read

How to Write a Will Without Paying a Fortune

You can get a valid will, a guardian named for your kids and your accounts pointed the right way in one evening, for less than dinner out.

Poll

How often do you see your closest friends?

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