Jill Mastroianni

speaker

152 appearances 1 recordings 1 series first heard May 2026 last heard 23 May

Jill Mastroianni’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.

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Motley Fool Hidden Gems Investing · Give Your Family the Gift of an Estate Plan, and Ask the Same of Them · 23 May 2026 podcast

And it turns out they don't even have any probate assets.

There are no assets that are going to be governed by that will.

For

example, I do not have any probate assets.

Everything is passing by joint ownership or beneficiary designation to my husband if I pre-decease him.

So if I got angry and changed my will and said he doesn't get anything, he still gets everything.

So I think estate planning can be expensive.

So make sure you understand whether you actually need what you're asking for or you're going to see an attorney who can actually explain that to you.

Because I think with estate planning, we hear so many, you should do this, you should do that.

But I think where we need to take a step back is, well, I am an individual person and maybe what I need is not the same thing that my cousin Bob needs or that my neighbor Joe says I should have done.

So really figuring out what you need for yourself specifically and what it makes sense to spend money on.

I think that this is another one of those shoulds.

You should avoid probate.

But I don't think that that is a universally correct statement.

I do not have any assets in what is called a revocable trust.

So, for example, if if my husband predeceases me.

then all of my assets have turned to probate assets and they are going to pass according to my will.

They'll go through a court administration and then they'll end up with my kids.

For me, I don't think that probate is very complicated.

Now, I don't live in a state where

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