Financials: Halloween is the perfect time to tackle the scariest topic in personal finance: estate planning.
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 31 October 2016
⏱️ 26 minutes
🧾️ Download transcript
Summary
Estate planning isn't a fun topic, but it's a vital one to tackle in order to take care of your loved ones. In this Halloween edition of Industry Focus: Financials, Fool analyst Gaby Lapera and Dan Caplinger, the Fool's director of investment planning, talk about this scary subject, breaking it down into manageable bits that you can plan for. You'll learn what documents you need, whether a will or trust is better for you, various types of trusts, the taxes that some estates have to pay, and how you can tell your loved ones what they'll need to know after your death. Make it your Halloween resolution to tackle your estate planning and put a plan in place that will protect your family from financial harm.
Transcript
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| 0:00.0 | Hello everyone welcome to Industry Focus the podcast that dives into a |
| 0:06.0 | different sector of the stock market every day. You're listening to |
| 0:09.2 | the Financial's Edition taped on Thursday September 22 2016, but you're listening to this on Monday, October 31st at the earliest. |
| 0:17.0 | I am in Hong Kong or San Francisco, hence the pre-tape, but I should be back in two days. |
| 0:22.0 | My name is Gabby Lapera and joining me on Skype is Dan Kablinger |
| 0:26.2 | Personal Finance Guru Extraordinary at the Motley Fool. How's it going Dan? |
| 0:30.9 | I'm doing good, Gabby, you ready for vacation? |
| 0:33.6 | I'm so ready. |
| 0:34.8 | But today we are going to channel the spirit of Halloween, |
| 0:40.5 | so I'm gonna tell you, happy Halloween Halloween Dan and pretend it's Halloween. |
| 0:44.0 | That's a great spooky voice. |
| 0:48.0 | I love Halloween. I don't know if you know what you're going to be for Halloween yet this year but I totally do. I don't I have |
| 0:54.7 | not figured it out. It's not it's not today in my world right now so I still have a |
| 1:00.6 | months to figure it out. Fair enough. |
| 1:04.0 | I was Ruth Bader Ginsburg last year. |
| 1:08.0 | Please. |
| 1:09.0 | But I accidentally got mixed up and realized I had another great costume idea for this year, which is Ruth Gator Ginsburg. |
| 1:18.0 | And next year I'm going to be Ruth Darth Vader Ginsburg. |
| 1:22.0 | So I'm just going to iterate on my theme for the next two years. |
| 1:26.0 | Plus, she's a lovely lady. |
| 1:29.3 | So since today is Halloween in a month. We decided that what we would do is talk about something |
| 1:38.6 | that's a little ghoulish but very important and that is estate planning. So estate planning is these are things |
... |
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