Estate planning for older adults protects health wishes, speeds asset transfer, and reduces probate costs. Key steps: advance directives, durable powers of attorney, beneficiary reviews, trusts, and a digital-assets plan.
Estate-planning seminars teach retirees the essential documents, beneficiary rules, tax considerations, and practical steps to protect retirement savings and healthcare decisions. They're useful for most people, not just the wealthy, and are offered live and online by CFPs, attorneys, and tax professionals.
A modern estate planning organizer keeps legal papers, property records, improvement receipts, and digital account access secure and up to date so your home and assets transfer smoothly.
A practical update on Pennsylvania estate planning in 2025: basics (wills, powers of attorney, trusts), state inheritance tax and federal estate tax considerations, marital and incapacity issues, probate, and choosing the right professionals.