How To! | Plan an Estate (Before It’s Too Late)

Slate Conversations

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

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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.

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