estate plan

Estate Planning Drama

When it comes to discussing the family finances, things can quickly get ugly. One way to avoid the drama is by having a rock-solid estate plan in place.

Have a money question? Email us, ask jill [at] jill on money dot com.

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Jill on Money Radio Show: Your Money Questions Answered

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Well, the election is over, but it’s not, but it really is. Got it? That’s about all I’m going to say on the subject. That said, for a variety or reasons, it was a pretty wild week on Wall Street.

For the average investor out there, as I like to say, keep calm and carry on! We talk about it a little bit as we start the show and then it’s on to your emails and calls.

One of the booming industries during the pandemic has been estate planning.

Michael Jackson, Prince, Aretha Franklin, these three amazing and wildly successful musicians did not have a will. How could that be, you ask? Don’t they have agents, lawyers and accountants? Didn’t they know at some point they were going to die? “That’s irresponsible,” you say, but welcome to the real world, where even famous people can’t seem to get their acts together to address this difficult topic head on.

Only 42 percent of U.S. adults currently have estate planning documents, including a will. Shockingly, for those with children under the age of 18, the figure is even lower, with just 36 percent having an end-of-life plan in place. Of those who have not done any estate planning, 47 percent said, “I just haven’t gotten around to it.”

I get it, contemplating one’s death is not exactly high on anybody’s to-do list, but it is important that you overcome the anxieties associated with this emotional topic and take control.

So that’s why today we’re doing an estate planning bootcamp with Russell Fishkind, an attorney with Saul Ewing Arnstein & Lehr.

Have a money question? Email me here.

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Radio Show: Coronavirus and Your Money Continued

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Happy Labor Day weekend! Crazy to think that we’re in September when it seems like March was just last week.

Anyhow, this will likely be the last show for a while with two guests. I think next weekend we’ll get back to answering more of your questions, as I know that’s what you guys want :)

First up in hour one is our interview with Roger Ferguson, President and Chief Executive Officer of TIAA, the leading provider of retirement services in the academic, research, medical, and cultural fields and a Fortune 100 financial services organization.

Mr. Ferguson is the former Vice Chairman of the Board of Governors of the U.S. Federal Reserve System. 

He represented the Federal Reserve on several international policy groups and served on key Federal Reserve System committees, including Payment System Oversight, Reserve Bank Operations, and Supervision and Regulation. 

As the only Governor in Washington, D.C. on 9/11, he led the Fed’s initial response to the terrorist attacks, taking actions that kept the U.S. financial system functioning while reassuring the global financial community that the U.S. economy would not be paralyzed.

We did this interview right before things shut down in March, but because we thought it was so good we didn't want to waste it! 

In hour two we’re talking about insurance and estate planning.

Policygenius, the nation’s leading online insurance marketplace, recently announced the launch of a mobile app that enables consumers to create wills and trusts conveniently on their phones. Consumers can also shop for life and home insurance from the app, creating a mobile one-stop shop for key financial protection needs.

To help explain it all, we're joined by co-founder and CEO, Jennifer Fitzgerald

We also dive into a variety of other topics, such as recent trends in the insurance industry, the future of the workplace, and how current economic conditions are impacting the company.

Have a money question? Email me here.

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

CBS This Morning: Time for a Will?

The pandemic is putting estate planning into focus. CBS News business analyst Jill Schlesinger explains on "CBS This Morning" why having a will, health care ...

The pandemic is putting estate planning into focus. I joined CBS This Morning to explain why having a will, health care proxy and power of attorney documents are so important right now.

Coronavirus: Is an Online Will Okay?

Estate planning is a must when it comes to your personal finance "to-do" list. Does that mean you have to shell out the big bucks for an estate attorney? Or is an online version okay?

Have a money question? Email me here.

Please leave us a rating or review in Apple Podcasts.

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Estate Planning Drama

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I'm a firm believer when it comes to having the essential estate planning documents in place. But that doesn't mean it's a drama free process. Our chat with Linda is a prime example, and also a prime example of why you need the necessary documents in place.

Have a money question? Email me here.

Please leave us a rating or review in Apple Podcasts.

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.