California Estate Planning and Probate

How can you pass along your HSA when you pass away? Should your HSA be a part of your trust? Listen to this episode to learn about the options and then contact me to discuss your estate and how to protect each of your assets! www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take...

Charitable Remainder Trusts If you aren't sure what this is, you should listen to this one! Then contact me to figure out what the best strategy for your own assets! www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and...

Leaving assets to your grandchildren? Listen to this to see if taxes will be a problem for you! If you're in California, contact me to schedule a free strategy session. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, plea...

If you have a loved one who needs but doesn't have an estate plan, how can you help? Often times we don't say anything, but in some circumstances we should! Watch to learn more and then contact me! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and i...

What if you pass away with children outside of your marriage? Who inherits from you and what percentage do they receive? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It...

Trust Administration - What is it, and how is it different than probate? If you or a loved one has a trust, you need to know this information! Contact me for additional information or to set up your trust so that you can avoid probate! www.amandarochalaw.com/contact-us I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if y...

What is a QTIP Trust? If you're married and want to make provisions for what your spouse can do with your property after you pass away, this is for you! Listen to learn more, and then schedule a free consultation/strategy session with me to discuss your situation: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal...

What is a bypass trust, or an A/B trust? If you've not heard this term, you may have heard about the concept. Listen to this episode to learn about this strategy that can save you thousands in taxes, and then click the link below to discuss your estate with me for free: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about...

What is an Estate Tax? I get it, taxes are complicated and overwhelming. Estate taxes are different for each state, so to determine if your estate will owe estate taxes in California when you have passed away, listen to this episode! Then click the link below to schedule your free strategy session, where I can help you determine the best options for your estate plan: www.amandarochalaw.com/contact...

What is the difference between a Durable Power of Attorney and a General Power of Attorney? You've likely heard both terms, and it can be confusing to know what the right choice for you might be. Listen to learn about the difference and to hear my opinion on them. Then schedule a free call with me, a strategy session, by clicking on the link below: www.amandarochalaw.com/contact-us -- I love helpi...

What Happens to Your Trust When You Pass Away? Have you ever wondered how the process works when you pass away with a trust intact? Listen to this episode to learn! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please h...

Can you be the Trustee of your own trust? The answer depends on the kind of trust you have! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access th...

Why a Quit Claim Deed is a Bad Idea Please don't use a quit claim deed to transfer title in California if you care about transferring the title at all. Listen to learn about why it isn't a good idea and just how badly it can backfire. Then contact me to help you transfer title the right way. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concep...

Independent Administration of Estates Act- IAEA What is that and why is it important? When it comes to probate, this is a VERY important concept to grasp, especially if you want to have a simplified probate matter. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of...

Estate Planning for Single Parents If you are a single parent, or know of one, you should listen to this episode to learn about the special considerations when estate planning without a spouse and with children. Contact me to discuss your particular scenario: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal conce...

Who Can Act as Trustee if You Do Not Have Children? For many people, their adult children serve as successor trustees for their trusts. However, many people do not have children. In that case, who can serve that important role? Listen to this episode to learn more! Then schedule a strategy session with me to get your estate plan in order: www.amandarochalaw.com/contact-us -- I love helping people...

What is the best way to leave your house to your children? If you want to leave your house, there are good and not so good ways to approach it. Here is my opinion about the best way to do so. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you...

What happens to your pet when you pass away? If you have pets, listen to this episode! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the pod...

The Family Bank Have you heard about this idea? Listen to this episode to learn more about how you can set up a family bank for future generations, then contact me to discuss your particular needs: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know wha...

Estate Planning for those in Pre-Retirement and Beyond If you're interested in hearing about what kinds of things my clients are doing in an estate plan for someone who is about to retire or have already done so, this episode is for you! Contact me to schedule your free strategy session: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a...

Estate Planning in Your 40s What does a typical estate plan look like for someone in their 40s? Listen to learn and then schedule a free strategy session with me to discuss your estate: www.amandarochalaw.com/contact-us I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought o...

What kind of estate planning documents would an 18 year old need? Most 18 year olds do not have many assets of their own, but are still human beings in need of protections in case of an emergency, as their parents can no longer assist in times of need. Listen to learn about what documents are necessary for every person when they reach the age of 18. Then contact me to make sure those documents are...

Estate Planning in your 20s Here's an example of a typical estate plan for someone in their twenties. To figure out what might work best for you, contact me for a free strategy session! www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you though...

What does a typical estate plan look like for someone in their 30s? Here is an example for the average 30-something. Contact me to get started today! Schedule a free strategy session: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought...

Can your spouse disinherit your children after you pass away? This is a hot topic in some of my meetings between couples who feel very strongly that their spouse should not have the power to amend anything once the first passes away. If you have children outside of your marriage, this is even more of a concern. Listen to learn more, then contact me to schedule a free strategy session to prevent th...