Estate Planning for My Parents
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 27 October 2025
⏱️ 18 minutes
🧾️ Download transcript
Summary
I'm 40 years old and am navigating the complexities of figuring out my aging parents' estate plan. Am I taking the right steps?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Transcript
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| 0:00.0 | Welcome to the Jill on Money show. It's Monday, October 27th, and we are here answering your financial questions. |
| 0:11.4 | Now, if you have one, if something's going on, you want to run a scenario by us, get in touch with us. |
| 0:17.0 | Go to jillonmoney.com. And in the upper right hand corner, click the contact us button. |
| 0:22.4 | Write us a note. |
| 0:23.3 | And if you'd like to join us live, check the box. |
| 0:25.8 | Mark will do everything else. |
| 0:27.3 | While you're on the website, sign up for the free weekly newsletter. |
| 0:30.4 | And get ready, gang. |
| 0:32.3 | We've got our next Jill on Money live webinar. |
| 0:36.2 | That is going to be on Wednesday, November 19th, where we are doing tax and financial |
| 0:42.7 | year-end planning, and it's going to be great. |
| 0:45.7 | You can only join us for that live webinar. |
| 0:47.6 | If you are a subscriber to Jill on Money Live, you'll have access to this live webinar, |
| 0:53.2 | three more after it, the entire back catalog of our |
| 0:56.2 | webinars, bonus audio and video content all for 45 bucks for the next 12 months. Pretty good deal. |
| 1:01.5 | So check it out. Okay, let's get to you. Today, we're talking to Michael who joins us from California. |
| 1:07.4 | Hi, Michael. How are you? Hi, Jill, Mark. I'm good. Thanks so much for having me on. |
| 1:11.5 | What's shaking? What can we do for you? Well, I'm hoping you can help me and my family. We're |
| 1:16.5 | going through the process of getting my parents' affairs and order in terms of their estate |
| 1:20.8 | planning docs. We realize they don't have much in place already. So just as they're getting into |
| 1:26.0 | their older years, into their mid-70s, |
| 1:28.8 | we're trying to see what we need to do. We've started the conversations, but just feels like |
... |
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