Estate Planning is a Mother with Jillian Cardona, Estate Planning Attorney
05/14/24 • 54 min
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.
Thank you for listening! If you enjoyed this episode, please take a screenshot of the episode to post in your stories and tag us! Follow, rate, and review the podcast, and tell us your key takeaways! If there are topics you would like us to discuss in a future episode, please let us know. Thanks for being part of our inner circle and an important part of this community. Go call your best friend!
CONNECT WITH JILLIAN CARDONA:
Email: [email protected]
CONNECT WITH US:
@_IsAMotherpodcast on Instagram
LINKS MENTIONED IN THIS EPISODE:
Ep 10: Financial Planning is a Mother with Karen Holloway, Financial Advisor
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.
Thank you for listening! If you enjoyed this episode, please take a screenshot of the episode to post in your stories and tag us! Follow, rate, and review the podcast, and tell us your key takeaways! If there are topics you would like us to discuss in a future episode, please let us know. Thanks for being part of our inner circle and an important part of this community. Go call your best friend!
CONNECT WITH JILLIAN CARDONA:
Email: [email protected]
CONNECT WITH US:
@_IsAMotherpodcast on Instagram
LINKS MENTIONED IN THIS EPISODE:
Ep 10: Financial Planning is a Mother with Karen Holloway, Financial Advisor
Previous Episode
Tracking Milestones is a Mother
Tracking milestones can be a Mother. And as time starts to feel like it’s going by quicker and quicker, we can forget many of the things we have gone through to get to where we are. Reflecting on our milestones, as women and as parents, is a way to reminisce on the good and celebrate how we overcame challenges, big, small, and everything in between.
In episode 14 of ___ Is a Mother, we discuss parent and child milestones, reflecting on how far we and our little ones have come. And don’t get it twisted – celebrating milestones is important for everyone, not just parents! Some of the talking points we go over in this episode include:
- Reflecting on our parenting milestones and celebrating our growth as mothers.
- Trusting your instincts when it comes to developmental milestones in children.
- Comparing and contrasting our experiences with breastfeeding, sleep training, sickness, and balancing work and family.
- Finding balance between sticking to your self-made “rules” as a parent and savoring in the sweet moments while your child is still little.
Thank you for listening! If you enjoyed this episode, please take a screenshot of the episode to post in your stories and tag us! Follow, rate, and review the podcast, and tell us your key takeaways! If there are topics you would like us to discuss in a future episode, please let us know. Thanks for being part of our inner circle and an important part of this community. Go call your best friend!
CONNECT WITH US:
@_IsAMotherpodcast on Instagram
LINKS MENTIONED IN THIS EPISODE:
Ep 3: Returning to Work After Giving Birth is a Mother
Ep 9: Labeling Kids is a Mother with Dr. Nekeshia Hammond
Securely Attached podcast episode:
Combating milestone anxiety: What to know about child development from pediatrician Dr. Jessica Hochman with Pediatrician Dr. Jessica Hochman
*while I also love the Curious Neuron podcast, this is the episode I meant to reference in the episode
Next Episode
Toxic Positivity is a Mother
Toxic positivity is a Mother! It’s a topic that most of us can probably relate to as Western society has ingrained in us that we should be “likable” and aim to be positive all the time. An important disclaimer: we are by no means anti-positivity. We recognize the importance of creating space for all emotions. Sometimes life is hard, and to overcome challenges we need to acknowledge them, and take appropriate action to work through them, authentically.
In episode 16 of ___ Is a Mother, we discuss why making space for all emotions is important to avoid “toxic positivity”, and paying attention to the language we use when encouraging ourselves, others, and children. Some of the talking points we go over in this episode include:
- The toxic positivity we experienced when trying to get pregnant, and during Jamie’s cancer journey.
- Toxic positivity, although well-intended, can minimize people’s struggles and close the door to connection.
- The toxic positivity we unintentionally pass onto our children by rewarding happy behaviors and failing to consider the implications of affirmations that aren’t rooted in values, feasibility, and action.
- Aligning our authentic selves and our social (influenced) selves can help us live with purpose.
Thank you for listening! If you enjoyed this episode, please share on Instagram and tag us! Follow, rate, and review the podcast, and tell us your key takeaways. If there are topics you would like us to discuss in a future episode, we’re all ears. Thanks for being part of our inner circle and an important part of this community. Go call your best friend!
CONNECT WITH US:
@_IsAMotherpodcast on Instagram
LINKS MENTIONED IN THIS EPISODE:
The Momwell Podcast Ep. 145: How to deal with toxic positivity as a Mom with Whitney Goodman, Marriage and Family Therapist
Toxic Positivity by Dr. Whitney Goodman
Libby - link your local library card membership number!
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