Why We All Need An Estate Plan, With Gideon T.J. Alpert esq.
Marriage and Martinis
Adam Silverstein
4.8 • 1.4K Ratings
🗓️ 10 April 2023
⏱️ 66 minutes
🧾️ Download transcript
Summary
The term "Estate Planning" is quite misleading. So many of us believe that "getting our affairs in order" is something reserved only for the wealthy. Yet it is absolutely necessary to our loved ones' futures that we sort out financial and personal details ASAP, no matter the status of our finances and assets, especially if we have children under the age of 18. But how do we approach such a monumentally confusing and overwhelming task? Danielle and Adam sat down with Estate Planning expert (who just happens to also be their VERY awesome brother-in-law) to ask all the questions, no matter how simple or naive. Danielle is pretty confident that they don't even have an "estate," (what does that even mean?!) and it's been around 15 years since they last updated their will (oops). Luckily, Gideon patiently addresses all of their (and your) concerns, and discusses his very personal experience with this subject, which caused him to pivot in his career. It turns out, there are people who are very passionate about estate planning (thank goodness).
Some of the topics covered in the episode:
- The main documents that make up a basic estate plan.
- The reasons why parent(s) should have these documents in place, particularly when they have kids under 18 years old.
- Which of these documents you should have in place for your kids once they turn 18 years old.
- What information you should be getting, now, from your aging parents, before it is too late.
Whether you're listening in hopes of talking to your parents or elder family members about your concerns for their late-in-life planning, or hoping to gain more insight into what steps you should take next in your own planning, this is one of those episodes that takes a scary topic and makes it not only relatable, but solvable. Send it to your family, friends, and anyone else who needs to a reminder that we aren't taking these steps only for our own peace of mind, but for the futures of those we love the most.
For more information, visit Gideon's website.
Looking for more guidance on having these meaningful conversations with your partner? Purchase the Date Night Questions Experience paperback book here. Use code "MNMPODCAST" for 15% off.
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Transcript
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| 0:00.0 | Hey everybody, welcome to Maritra Martinez, I'm Adam, here's Daniel. |
| 0:29.5 | Hello. And here is Gideon. Hi. Please, they know why don't you introduce who |
| 0:37.7 | Gideon is. Well, I was going to say people may know Gideon from some of |
| 0:42.8 | Maritra Martinez greatest hits like the goals episode back in the day |
| 0:47.0 | because you were the laugh track in the background when we were recording. |
| 0:51.0 | You're absolutely right. I was serving you the wine and I was it was a great |
| 0:56.3 | episode. Yeah, right. I like those roles of yours because you are life coach |
| 1:03.8 | Amy Alpert's other half. I'm not going to say better half. I'll say other half. |
| 1:09.0 | Yes, I am a life coach Amy's spouse. That's right. Thank you. At least for time being. |
| 1:15.8 | Yeah, let's see how this goes and how we're out of the end. Yeah. So we we wanted |
| 1:21.9 | to have somebody on because Adam and I have not honestly done the best job |
| 1:29.5 | of planning for I didn't know where you're going with that because we've done |
| 1:32.6 | not done the best job in a lot of things. I know everybody shocked that we |
| 1:36.5 | don't have it all perfectly lined up and documented and in files that are |
| 1:41.3 | color coded and everything but we do not. Luckily we have Mr. Gideon Alpert in |
| 1:49.8 | our family. I feel like everybody in the family needs like a doctor, a lawyer, |
| 1:53.8 | an electrician, a plumber. I mean a hairstylist is great. A nail person. I'll keep |
| 2:03.3 | going. All those things in one family. That's one. Yeah, sure. Someone who works |
| 2:08.3 | a ticket master maybe or yeah. I'm not most of those. But you are one. So you |
| 2:15.1 | are you are you are a lawyer, correct? Yes, I am. Because I know you went to |
| 2:19.4 | law school when I when I was going to regular college because you used to give me |
| 2:24.3 | money all the time so that I could afford to take taxes and I don't have to take |
... |
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