Summary
Jean Chatzky interviews elder law attorney and former state legislator Ann-Margaret Carrozza to stress that estate planning matters for everyone, not just the wealthy. Carrozza actively guides listeners through essential tools, including advance directives such as healthcare proxies and financial powers of attorney, a will with tailored inheritance plans, and various types of trusts (revocable, irrevocable, and living) to maintain control and bypass probate. She urges adults—single or partnered—to act now to protect their homes, assets, and dignity while preserving their legacy. The episode dynamically demystifies estate planning, turning it from daunting to doable.
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