Estate Planning Tips and Tricks

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It’s amazing how many people wait till the last minute to do their holiday shopping. It’s not like the holidays are a surprise. They’re as inevitable as the sunrise, yet many people don’t prepare in advance.

Planning for your death is the same way. If there’s one thing we all have in common, it’s that one day, we’re going to die. Yet, nearly half of Americans age 55 and older don’t have a will, according to a recent survey from Merrill Lynch Wealth Management.

Everyone should have essential estate planning documents. They’re easy to find and cheap to produce, and the whole process is faster and easier than Christmas shopping.

That’s what this week’s “Money!” podcast is about: how to know what you need, how to find it and how much it costs. Even if you’ve already taken the necessary steps, listen to it anyway: It’s a good refresher.

Ready to get your house in order with the least possible hassle? This podcast is for you.

As usual, my co-host will be financial journalist Miranda Marquit, and we’re joined by our producer and sound effects guy, Aaron Freeman.

Sit back, relax and listen to this week’s “Money!” podcast:

• Listen on Apple Podcasts
• Listen on Google Podcasts
• Listen on Spotify

Not familiar with podcasts?

A podcast is basically a radio show you can listen to anytime, either by downloading it to your smartphone or other device, or by listening online.

They’re totally free. They can be any length (ours are typically about a half-hour), feature any number of people and cover any topic you can possibly think of. You can listen at home, in the car, while jogging or, if you’re like me, when riding your bike.

You can listen to our latest podcasts here or download them to your phone from any number of places, including Apple, Spotify, RadioPublic, Stitcher and RSS.

If you haven’t listened to a podcast yet, give it a try, then subscribe to ours. You’ll be glad you did!

Show notes

Want more information? Check out these resources:

• “8 Documents That Are Essential to Planning Your Estate“
• “17 States With Inheritance or Estate Taxes — or Both“
• “What Happens to Your Email and Social Media After You Die?“
• “How Do I Choose an Executor for My Will?“
• “Should I Prepay My Funeral?“
• More estate planning articles from Money Talks News
• “20 Cellphone Plans That Cost $21 or Less“
• Money Talks News’ cellphone and plan comparison tool
• The Money Talks News newsletter
• Our The Only Retirement Guide You’ll Ever Need course
• Our Money Made Simple course

About me

I founded Money Talks News in 1991. I’m a CPA, and I have also earned licenses in stocks, commodities, options principal, mutual funds, life insurance, securities supervisor and real estate.