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.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

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 at least that's not one of the open questions.

Well, I think a state plan, if we're talking about the documents only, I personally look at mine every three to five years.

I would love it if my clients looked at theirs every three to five years.

I don't think that happens.

But I think what can be even more important than the legal documents themselves is actually all the other information that's important to us.

For example, every year I update what I call just my information sheets.

And these are just free worksheets that I have available on my website.

So whether it's updating all the information about our various dogs or updating my health information sheet, what my doctors are now, what medications I take.

because all of those things are going to change pretty quickly.

Or even one of the sheets might be your financial information, just keeping everything, all the information surrounding your estate plan up to date.

I think that not only will that be useful to somebody in a crisis, but it's actually useful for your life to have that information updated when you go on

vacation, when you need somebody to step in and help out.

So there are crises that we will experience in our life where this information is going to be useful.

And these crises will often not result in our death, but we still do want to have information accessible to other people so they can help us.

Well, I would say don't put it in your safe deposit box at a bank anyway, because once you die or you are no longer available to access that safe deposit box, it's going to be quite difficult for the people who need that information to access it.

I think it really depends for people on what they're comfortable with.

I personally don't have a very secure system for my own stuff.

I have a fireproof, waterproof storage bin.

It's not even locked where I keep all of that information.

I don't have a lot of people coming into my house, so that's not a concern for me.

Showing 101–120 of 152 · page 6 of 8