California Estate Planning and Probate

What is a Probate Referee? Hint: it's not a mediator or someone hired to deal with disagreements! If you haven't gone through the probate process before, you've likely never heard of this person. Listen to this episode to learn about who they are and why they are assigned to probate matters. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concep...

How can you protect your special needs child? One important thing to do is to ensure that you are setting them up for assistance and not accidentally harming them with their inheritance. Listen to this episode to learn more about special needs trusts. Then contact me to discuss your specific situation: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-l...

Who Has a Right to See a Trust? If you create a trust or if a loved one has a trust, who has a right to see it? One thing it always true, if a Judge orders you to produce a copy, you must. Outside of a courtroom, does anyone else have that right? Contact me with questions about this or to set up a trust for yourself to avoid probate and ensure that your assets are passed along to your loved ones....

Should your Life Insurance list your Trust as a Beneficiary? If you have a trust, should you change the beneficiary of your life insurance policy? Listen to learn more. -- 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...

Do you Need a Trust and an LLC? If you own a business or investment properties, which do you need? Listen to learn about whether you need both and if so, how they work together. -- 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 someth...

Small Business Owners: Do you need to include your business in your estate plan? You may have heard about business succession planning, but did you know that your personal estate plan may need to include permissions for someone to wrap up your business or transfer it should something happen to you? Listen to learn more! I love helping people and make these podcasts to help non-lawyers learn a litt...

Will your Daughter in Law or Son in Law inherit from you? If you are concerned about your child's spouse getting an unintentional inheritance from you, listen to this episode to learn more. -- 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 le...

Do you have AirBnBs or Rentals? If so, this is for you. Besides limiting liability for yourself, have you factored in what happens when you become incapacitated or pass away? What about avoiding probate? Listen to learn more. -- 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...

Avoiding Probate Without a Trust Is it possible to avoid probate without having a trust? If so, what are the tools needed to do this? -- 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 a...

Do you need a trust if you have a mobile or modular home? Even if your home is not a probate asset, is a trust still a good idea? Listen to learn about why you should or shouldn't have a trust in this scenario. 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 pod...

Do modular and mobile homes count as probate assets? Not all modular and mobile homes are treated equally, so listen to find out if probate will be an issue. -- 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...

How do you transfer property when probate is not necessary? If you are dealing with a small estate, probate will not be an option for retrieving property, but there are still things to do. Listen to learn about a few tools to use when you are in this situation. www.amandarochalaw.com/contact-us https://www.courts.ca.gov/documents/Affidavit_personal_property.pdf -- I love helping people and make th...

RENTERS: Do you need an estate plan? What qualifies as an estate anyway? -- 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 podcast too. -- I...

Title No No's... What NOT to do with the title of your house. -- 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 podcast too. -- If you want...

What is the downside to a revocable living trust? Are there any downsides? This is a question many people have asked me, and you may have wondered yourself. Listen to learn what my opinion is about the potential downside. -- 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 thou...

What do you need to do when your parent dies? Outside of planning their funeral, there are other important steps to take. This podcast gives you a starting point. -- 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...

Do you need a prenuptial agreement or an estate plan...or both? This can be confusing as some of the aims accomplish the same thing, however there are major differences between these documents and the answer will depend on what you actual want to do. Listen to this episode to discover what the differences are and what you might need. To schedule a strategy session go here: www.amandarochalaw.com/c...

Have you heard about transfer on death deeds? I have BIG opinions about them, listen to see why! -- 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 acce...

What are the tax considerations with estate planning? Maybe you're curious about death taxes, capital gains, or filing taxes for an estate. Listen to learn about the considerations you should make when creating an estate plan and what you should consider about your own estate. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreci...

Can you get a trust when you have a mortgage? Most people that I've spoken with have a mortgage on their homes, and many of them ask this question. They also want to know what the exceptions are, if there are any. Listen to learn the answer to this common question. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if yo...

California Realtors: Here is what you should know about probate! Whether your client is trying to sell a house during the probate process, or your client is buying a house and is worried about avoiding probate, this podcast is to help you understand the probate process as it pertains to your job! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal c...

California Realtors: Here are 10 things you need to know about trusts If you are selling homes to clients or if you are buying a house, you need to know about trusts! -- 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...

3 Elements of an Estate Plan- What are the elements you might ask, watch to find out! -- 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 podc...

If you put separate property into a joint trust, does it become community property and vice versa? Maybe this hasn't crossed your mind at all, but this information is important! -- 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 someth...

Is your inheritance community property? If you have an existing inheritance or expect one in the future, it's good to know the nature of the property you are inheriting. Unlike income, inheritance is treated differently when it comes to community property. Listen to learn more! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd apprec...