Estate Planning is a Mother with Jillian Cardona, Estate Planning Attorney

Estate planning is a mother! It can feel morbid to think about but when our time comes, the best thing we can leave behind for our loved ones is a roadmap for who will take care of our kids, how we want our assets dispersed, and who we have designated to make decisions on our behalf.

On episode 15 of ___ Is a Mother, we are joined by Jillian Cardona, the founding attorney of Peace of Mind Planning, to discuss what estate planning is, the right time to start estate planning, when to review and update your plans, and how to make the process as easy as possible for your loved ones. Some of the talking points we go over in this episode include:

• The difference between an estate and a trust (and all the elements that go into each).
• Taking inventory of your assets is best handled by your “A-Team”, composed of your CPA, financial advisor, and estate planning attorney.
• Advice for avoiding probate court and ensuring all of your assets go to the people you intend them to go to– without years of fighting for it.
• Digital executors are becoming more common to handle digital assets like e-mail accounts and social media profiles.
• Encouraging someone to think about estate planning can be sensitive and tricky, but it is necessary and provides peace of mind.

*The information presented in this episode is for informational purposes only and not to be taken as legal advice. Jillian is licensed in the State of California. Estate planning laws may differ by state. To ensure your estate plan reflects your wishes and complies with the laws of your jurisdiction, consult with a qualified estate planning attorney licensed in your state.

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CONNECT WITH JILLIAN CARDONA:

Peace of Mind Planning

Email: [email protected]

Instagram

CONNECT WITH US:

@_IsAMotherpodcast on Instagram

Work with Jamie!

LINKS MENTIONED IN THIS EPISODE:

Ep 10: Financial Planning is a Mother with Karen Holloway, Financial Advisor