Industry Focus

Estate planning isn't a fun topic, but it's a vital one to tackle in order to take care of your loved ones. In this Halloween edition of Industry Focus: Financials, Fool analyst Gaby Lapera and Dan Caplinger, the Fool's director of investment planning, talk about this scary subject, breaking it down into manageable bits that you can plan for. You'll learn what documents you need, whether a will or trust is better for you, various types of trusts, the taxes that some estates have to pay, and how you can tell your loved ones what they'll need to know after your death. Make it your Halloween resolution to tackle your estate planning and put a plan in place that will protect your family from financial harm.

Direct download: 20161031_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST