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

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 [email protected] 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.