When you hear the words estate planning, do your eyes glaze over? Or maybe you assume it's something you'll get to “one day”? In this episode, Jean Chatzky sits down with powerhouse elder law attorney and former New York State legislator Ann-Margaret Carrozza to explain why estate planning is not just for the wealthy, and why it matters way more than most of us think.

Ann-Margaret breaks down exactly what needs to go in your plan, how to avoid the biggest (and most expensive) estate mistakes, and how to protect your family from lawsuits, taxes, and unexpected drama. 

You’ll learn:

Learn more about Ann-Margaret Carrozza

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