How to Prepare to Pass on Your Possessions

Yahoo Finance ·

In this episode of Motley Fool Hidden Gems Investing , Motley Fool personal finance expert Robert Brokamp is joined by Motley Fool employee Stephanie Marini to discuss the most unpleasant area of financial planning: estate planning. Topics covered include: When to seek an attorney in your state for estate planning. How much estate planning you can do on your own. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center . When you're ready to invest, check out this top 10 list of stocks to buy . This podcast was recorded on Aug. 29, 2026. Robert Brokamp: Prepare to pass on your possessions because it's eventually going to happen. That's right. We're talking estate planning on this Saturday Personal Finance edition of the Motley Pool Hidden Jems Investing podcast. I'm Robert Brokamp, and welcome to the next installment of our 2026 Financial Planning Challenge. A few days early. Usually, we publish each episode of our Year Well Planned series on the first Saturday of the month, but we figured this Saturday was close enough. Today, we're going to cover perhaps the most unpleasant aspect of financial planning: estate planning. But it's necessary because while it's nearly impossible to predict the future, when it comes to most aspects of personal finance, there's one thing we can guarantee, and it's that you, me, and everyone we know will one day pass away, leaving assets and stuff behind to be divvied up. Here to join me to talk about what you should do to ensure that all your assets go to who you want as quickly and efficiently as possible is my Foolish colleague, certified financial planner Stephanie Marini. Welcome back, Stephanie.

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