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Your parenting plan may require you to maintain life insurance for your children. But does your beneficiary designation actually accomplish what the court order requires?
In this episode of The Death Readiness Podcast, Jill looks at a life insurance provision in Tennessee’s form parenting plan and walks through what happens when you try to translate those instruc...
What actually happens after a professional trustee takes over a trust and a beneficiary asks for money?
In this episode, Jill sits down with longtime friend and trust advisor Alex Fisher for a behind-the-scenes look at how professional trustees actually do the job. They walk through how distribution requests are evaluated, what happens when the answer is no, and why na...
You created a revocable trust to avoid probate. So why did your attorney also give you a Will?
That Will is a pour-over Will, designed to catch assets that are still in your individual name when you die and direct them into your trust. But there’s an important catch: those assets have to go through probate first.
In this episode, Jill explains how pour-over Will...
What You’ll Learn in This Episode
What really changes when your child turns 18. Being Mom or Dad no longer necessarily means you’re entitled to healthcare information or automatically have authority to make medical decisions.
Why a HIPAA authorization matters. Once your child is an adult, their medical informat...
You’ve seen the scene in movies: the family gathers in a lawyer’s office, the Will is dramatically read aloud, and everyone discovers who inherited what. Real life looks very different.
In this episode, Jill Mastroianni explains what actually happens to a Will after someone dies, who receives a copy, why being an heir-at-law isn’t the same as being a beneficiary, and w...