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How To! with Mike Pesca

How To Plan an Estate (Before It's Too Late)

How To! with Mike Pesca

Peach Fish Projects

Education, How To

4.32K Ratings

🗓️ 3 December 2024

⏱️ 35 minutes

🧾️ Download transcript

Summary

André has known for years that they have to execute the estate when their parents pass. They feel wholly unprepared for the task, especially since their parents are reluctant to share any important information. On this episode of How To!: Carvell Wallace brings on M.P. Dunleavey, journalist, author of the Squished Substack, and contributor to Next Avenue where she covers aging, caregiving, and money. M.P. walks André through the important paperwork that needs to be in place and gives them guidance for working with stubborn family members.

Additional resources:

M.P.'s follow-up story on Next Avenue

Area Agencies on Aging

Benefits check up

Estate planning checklist

Creating a financial roadmap

Easing family burdens

Writing a will

If you liked this episode check out: How To Care for an Aging Parent and How To Make Aging Easier for Everyone

Do you have a problem that needs solving? Send us a note at howto@slate.com or leave us a voicemail at 646-495-4001 and we might have you on the show. Subscribe for free on Apple, Spotify, or wherever you listen.

How To's executive producer is Derek John. Joel Meyer is our senior editor/producer. The show is produced by Rosemary Belson, with Kevin Bendis and Sara McCrea.

Transcript

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0:00.0

Hi everyone, I'm Susie Weiss, and I've noticed there's just simply not enough podcasts in the world. So I'm launching my own. Let's go. Let's go, baby. Second Thought is a weekly show about pop culture. The stuff everyone's been binging, arguing about, obsessing over. Here's the thing about heated rivalry. I mean, even the most devoted swifties, I think we can agree, not our best work. We'll be hosting thoughtful conversations with culture's most important figures. Talk about genius.

0:22.6

Talk about generational talent.

0:23.7

Coming to headphones near you on can agree not our best work. We'll be hosting thoughtful conversations with culture's most important figures.

0:21.8

Talk about genius.

0:22.6

Talk about generational talent.

0:23.7

Coming to headphones near you on April 17th with a first guest you won't want to miss.

0:27.8

Available wherever you get your podcasts.

0:30.7

I am extremely frustrated with all of my family at this point.

0:36.0

And I really didn't know how much I didn't know until I have been

0:40.8

talking with you. Welcome to how to, the show where listeners ask us their toughest questions

0:48.7

and we bring on the perfect expert to give them guidance. I'm Carvel Wallace. You know, if there's one thing people hate to think about,

0:56.6

it's death, but maybe even worse than that is paperwork. So what happens when you have to deal with

1:04.2

the two of them together? I'm sure most of you already know that you need to have a will, just in case

1:10.4

you're struck dead,

1:12.3

but as unpleasant as it is to consider, sudden death isn't the only way you might go.

1:19.2

It's much more likely that many of us will fade slowly, losing the ability to deal with things as we age or as our health falters.

1:29.0

So with that in mind,

1:34.4

we kind of have to start thinking now about who's going to step in and manage our affairs,

1:39.3

who's going to make medical and financial decisions for us when we can no longer make them for ourselves. And if you're the family member of someone who may be preparing to enter end of life,

1:45.9

then you may find that these duties suddenly fall on you.

1:51.0

And that's where we find this week's listener.

1:54.2

So my name is Andre. I use they-them pronouns.

...

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