Podcast Episodes
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How to Give Without Jeopardizing Government Benefits
Episode 67
A grandmother wants to divide her wealth equally among her grandchildren — but one grandchild has Down syndrome, and a simple gift could unintentiona…
2 months, 1 week ago
Why Small Acts of Care Matter More Than You Think
Episode 66
In this Friday episode, Jill shares the unexpected lessons she’s learning from fostering a puppy named Boots, and how chaos, inconvenience, and small…
2 months, 2 weeks ago
Why You Should Beware of Tax Advice Via Social Media
Episode 65
A viral Instagram reel claims California’s Proposition 19 “hijacks your kids’ inheritance.” In this Tuesday Triage episode, Jill walks through the fa…
2 months, 2 weeks ago
How to be Fair to Your Children in Your Estate Plan
Episode 64
What happens when you give one child a house during your lifetime but want to keep your estate plan “equal” later? In this Tuesday Triage episode, Ji…
2 months, 3 weeks ago
Why Knowing Your Rights Isn't Enough
Episode 63
After her daughter attends a student-organized ICE protest at school, Jill steps back to examine the legal framework behind immigration enforcement, …
2 months, 4 weeks ago
How Geography Can Wreck Your Estate Plan
Episode 62
Where you live can cost, or save, your estate hundreds of thousands of dollars. In this Tuesday Triage episode, Jill Mastroianni breaks down a listen…
3 months ago
How to Avoid Mistakes with Debt After Death
Episode 61
When someone dies, their bills don’t generally become yours, but the wrong step can make them yours. In this episode, Jill Mastroianni breaks down wh…
3 months, 1 week ago
What You Need to Know When Justice Feels Out of Reach
Episode 60
What happens when someone is killed by a federal officer—and no criminal investigation follows? In this episode, Jill connects Dr. Martin Luther King…
3 months, 1 week ago
Why Selling the Lake House Can Rewrite Your Will
Episode 59
A listener in Michigan asks what happens when her Will leaves a lake house that she sold years ago. Jill breaks down how Michigan law treats the sale…
3 months, 2 weeks ago
How Business Interests Create Estate Planning Blind Spots
Episode 58
A beautiful estate planning binder doesn’t mean your plan is complete, especially when business interests or stock grants are involved. In this Tuesd…
3 months, 3 weeks ago