Investing Blog Roundup: Estate Planning on the Bogleheads on Investing Podcast

I just got back from the 2025 Bogleheads Conference in San Antonio. One of the pieces of feedback I heard repeatedly was how much people appreciated the session on trusts by estate planning attorneys Jenny Rozelle and Justin Schuhmacher. Not a surprise, given that Jenny Rozelle presented last year as well, and her session was repeatedly mentioned as one of people’s favorites.

Coincidentally, Rozelle was Jon Luskin’s guest on the most recent episode of the Bogleheads on Investing podcast. It’s an excellent discussion, covering a range of estate planning and elder law topics.

• Bogleheads on Investing Episode 87 with Jenny Rozelle

Other Recommended Reading

• Why a Traditional Investment Portfolio is Better than Real Estate from Meg Bartelt
• How to Prepare for the Death of a Spouse or Loved One from Elliott Appel
• All the Money, None of the Satisfaction from Nick Maggiulli
• You’re Not Supposed to Remember the Book from Horace Bianchon

Thanks for reading!