California Estate Planning and Probate

Just say NO to downloading your estate plan documents! If you want to hear about some mistakes I've seen on these documents, listen to 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,...

How can you protect your assets from probate? Different types of assets require different treatment! -- 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...

Can my adult child be my trustee? -- 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 to talk more about estate pl...

How do you find out if you are an heir or beneficiary? If you suspect you could be an heir or beneficiary, this is for you! -- 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!...

Is it too late for you? When is it too late to make an estate plan? -- 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...

Is life insurance enough to protect your family? -- 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 to talk more...

Can your step parent change your inheritance? -- 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 to talk more abo...

What happens to your email when you pass away? Can it be accessed or deleted? --- 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...

How Do You Find a Copy of a Trust? 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 to talk more about estate plan...

What information do you need before you start your estate plan? -- 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 wan...

"I'll let them sort it out" - I hear it often, and there is nothing wrong with leaving the details to your beneficiaries, however, how you leave it to them to sort it out matters. Listen for more information and to see a very special little guest at the end of this one! www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about...

"I'll let them sort it out" - I hear it often, and there is nothing wrong with leaving the details to your beneficiaries, however, how you leave it to them to sort it out matters. Listen for more information and to see a very special little guest at the end of this one! www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about...

Is your estate plan tax deductible? -- 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 to talk more about estate...

What is a Trust Protector? -- 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 to talk more about estate planning:...

What is a Trust Protector? -- 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 to talk more about estate planning:...

What happens to your joint trust during and after a divorce? We know that assets are divided during a divorce, but what about assets held in trust? -- 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...

Don't rely on your spouse to wrap up your estate if you pass away first! This is a common agreement between spouses and it doesn't work! There is almost always something that was unknown or will require a court document to obtain. It's not worth the time or money to risk it. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciat...

Should you fund your trust with your life insurance policy? OR should your life insurance policy be owned by your trust? OR should you do neither? Listen to learn about which, if any, option is best for you! -- 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...

Should you fund your trust with your IRA? Just because you can, does not mean you should! Listen to learn more about whether it's a good idea to fund your trust with your IRA. -- 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 somethin...

What to do when someone who had a trust passes away, also known as trust administration. If you are someone's trustee, or if you have a family member who passed away who had a trust, this is important information! -- 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 t...

Estate Planning considerations for non US citizens: If you are a non-citizen or plan to use a non-citizen as a trustee for your trust...please listen to this pod! -- 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...

How do vehicles pass upon your death? This podcast explains how to pass along your vehicles with and without an estate plan. -- 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...

Letters of Intent Is it a good or bad idea to draft a letter to your beneficiaries when you have an estate plan in place? -- 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! I...

What is a springing power? If you've heard about a springing power of attorney, but aren't sure what that means, this is for you! If you have a power of attorney or are an agent for someone else, this is important information to know. -- 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...

Creating a video for your loved ones to accompany your will or trust, known as a legacy video, is a way in which you can make your estate plan more personal. Legacy videos are popular in movies about people who receive an inheritance, but they actually exist! To learn about how to make a legacy video on your own, listen to this episode! -- I love helping people and make these podcasts to help non-...