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

But the people who need to know about it know where it is.

So I think it needs to be accessible to the people who need it, but not accessible to the people who don't.

And I think that you know that based on your own circumstances and who's coming in and out of your house.

Well, I think this is where a lot of people kind of approach things the wrong way.

Because if we're telling someone that they should be doing something, it's really more like a reprimand, I think.

And the more you reprimand somebody, the less they're going to want to comply.

I think that I am very fortunate in that the people in my life who need to do planning, like my father, my husband, they are happy to see what I'm doing and kind of model that behavior or I model for them.

And I'm also happy to share information.

For example, when I sit with my dad, who will be 80 this year, and we update his health information, which we do annually, I also give him a copy.

of my health information that I update annually because I spend the summer with him.

And if there's an accident or anything, he needs to have it.

So it can't just be us going to our parents and saying, we need all this information about you because you're going to be a burden and we're going to have to deal with it.

And that just doesn't go over well.

But showing them maybe what you're doing and what you're willing to share with them, if that's a safe thing to do.

I think

getting away from all the shoulds and maybe active participation is really helpful.

Also, there are professionals that help gather all this information and organize it.

So not just your estate planning attorneys, but actual estate organizers.

And I find this really helpful for adult children and their older parents who maybe don't even live in the same place.

Maybe when they're talking to each other, they want to talk about the grandkids.

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