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The Solo Ager Estate Plan: Trust and Estate Essentials for Single, Childless Seniors
This easy-to-read Amazon-Bestseller guide answers all your questions about trust and estate essentials for single, childless
- GenresBusiness
64 pages, Paperback
Published May 21, 2020
About the author
Anthony S. Park
7 books5 followersAnthony S. Park is a professional executor, attorney, and best-selling author of “How to Invest for Retirement.”
As an attorney, Anthony has advised hundreds of families on their personal finances. But more importantly, as a professional executor, he’s seen what fared well (and what didn’t) at the end, upon death.
He writes to share all that he’s learned from this unique perspective about money, personal finance, and business.
Anthony lives in New York with his wife and kids, bikes everywhere, and plays soccer every week (rain or shine).
Follow Anthony’s profile for updates, or join his email list at https://anthonyspark.com/join
As an attorney, Anthony has advised hundreds of families on their personal finances. But more importantly, as a professional executor, he’s seen what fared well (and what didn’t) at the end, upon death.
He writes to share all that he’s learned from this unique perspective about money, personal finance, and business.
Anthony lives in New York with his wife and kids, bikes everywhere, and plays soccer every week (rain or shine).
Follow Anthony’s profile for updates, or join his email list at https://anthonyspark.com/join
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Displaying 1 - 5 of 5 reviews
May 30, 2020
An Essential Book If You Fit the Category
I think I have read just about every book by New York lawyer Anthony S. Park as I think he does an excellent job explaining complex legal and financial topics well. This particular book is well suited for me as I will at some point be a “solo ager”. While I am not a senior (or ager) yet, I am in my early 50s, so it is not that far over the horizon. This book is super short (8K words or so) and on point. It can be read quickly. But it goes into a lot of ideas that anyone who is a senior, unmarried, and childless (whether you have no actual children or are estranged from them) should consider when making an estate plan. The author states that the solo ager needs to consider three things that people with spouses and families don't usually need to consider. I think the first one is the most important, and one that I really hadn't thought of: create an estate plan that protects you if or when you become vulnerable as you age, whether that's from physical or mental illness or frailty. He shared some pretty frightening examples from his case files, where details have been changed to protect identity, that get you thinking that you need to sort this out sooner rather than later to make sure you do have that protection when you become vulnerable. After all, it happens to more people than it doesn’t. I am a nurse, and while I have seen the lucky few who make it to their late eighties and nineties relatively hale and hearty, that does not seem to be the norm from what I've seen. The rest of the book is worth reading as well. He writes in an easy-to-understand style, even when he is discussing complex topics. If you fall into this category, pick up this book. You can certainly help make your golden years better for you and perhaps even bring you joy as you consider your legacy and who you want to leave your money and assets to.
I received a free copy of this book, but that did not affect my review.
My book blog: https://www.readingfanaticreviews.com
I think I have read just about every book by New York lawyer Anthony S. Park as I think he does an excellent job explaining complex legal and financial topics well. This particular book is well suited for me as I will at some point be a “solo ager”. While I am not a senior (or ager) yet, I am in my early 50s, so it is not that far over the horizon. This book is super short (8K words or so) and on point. It can be read quickly. But it goes into a lot of ideas that anyone who is a senior, unmarried, and childless (whether you have no actual children or are estranged from them) should consider when making an estate plan. The author states that the solo ager needs to consider three things that people with spouses and families don't usually need to consider. I think the first one is the most important, and one that I really hadn't thought of: create an estate plan that protects you if or when you become vulnerable as you age, whether that's from physical or mental illness or frailty. He shared some pretty frightening examples from his case files, where details have been changed to protect identity, that get you thinking that you need to sort this out sooner rather than later to make sure you do have that protection when you become vulnerable. After all, it happens to more people than it doesn’t. I am a nurse, and while I have seen the lucky few who make it to their late eighties and nineties relatively hale and hearty, that does not seem to be the norm from what I've seen. The rest of the book is worth reading as well. He writes in an easy-to-understand style, even when he is discussing complex topics. If you fall into this category, pick up this book. You can certainly help make your golden years better for you and perhaps even bring you joy as you consider your legacy and who you want to leave your money and assets to.
I received a free copy of this book, but that did not affect my review.
My book blog: https://www.readingfanaticreviews.com
May 28, 2020
Very useful information and straight to the point!
I found this book very useful and the examples given of why you should have an estate plan make me want to run out and visit a competent attorney ASAP!
I found this book very useful and the examples given of why you should have an estate plan make me want to run out and visit a competent attorney ASAP!
January 31, 2022
Great information!
I am not a solo ager. I have 3 children and 3 grandchildren. I am so glad I read your book! You have spurred me on to proceed with get my necessary arrangements made. Thank you so much for your advice and guidance!
I am not a solo ager. I have 3 children and 3 grandchildren. I am so glad I read your book! You have spurred me on to proceed with get my necessary arrangements made. Thank you so much for your advice and guidance!
February 8, 2022
Extremely useful
No question as a Solo ager or even one who has no rapport with family, this book gives great advice on how to proceed with a Will and Trust that prevents any manipulation in the future.
No question as a Solo ager or even one who has no rapport with family, this book gives great advice on how to proceed with a Will and Trust that prevents any manipulation in the future.
July 10, 2023
good advice
This book is well written. Some might say that it is brief, but I think it’s written to be on point. I trust it. There’s also the possibility of contacting the author, pursuing the references.
This book is well written. Some might say that it is brief, but I think it’s written to be on point. I trust it. There’s also the possibility of contacting the author, pursuing the references.
Displaying 1 - 5 of 5 reviews