California Estate Planning and Probate

Let's save your money! An estate plan has the ability to save you (and your beneficiaries) many thousands of dollars. To learn about how estate planning can save you money, 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...

Which estate planning documents are good after you move? If you move from state to state, some of your documents will no longer work for you, while others may remain active and good. Listen to find out which documents are good through a move. -- 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...

How Estate Planning and Financial Planning Work Together If you have ever met with either an estate planning attorney or a financial advisor, you'll know that there are areas of overlap, however, they do not accomplish the same goal. This podcast is to help you understand the role of each and how they work together to help you protect your assets. -- I love helping people and make these podcasts t...

Avoid Giving Your Ex an Inheritance If you think it's as easy as splitting up, think again! Watch to learn how to avoid unintentionally giving your ex some or all of your assets when you pass away. -- 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...

Estate Planning for Unmarried Couples: Did you know that there is no such thing as a common law marriage in California? If you pass away without an estate plan most, if not all, of your property will go to someone other than your significant other. The only exception is when you jointly own certain kinds of property. In addition, your significant other has no say in what happens to you medically i...

Top 5 Estate Planning Mistakes Here are the most common estate planning mistakes, shared in the hopes that you don't make them yourself! -- 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, rat...

Probate: Inventory and Appraisal Form If you are going to file a probate case you will have to submit an inventory and appraisal form. This episode gives you a short overview of what types of assets are included on this form. -- 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...

Probate: A 30,000 ft. View Here is an overview of the probate process with more detail than the "What is Probate" episode. If you are curious as to how a probate case proceeds, here is some insight 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 podc...

New or expecting parents, what do you NEED when your child is born? When it comes to having a child, there is so much to think about. One area that often goes unnoticed is estate planning. There are 4-5 documents that are CRUCIAL for parents to have, regardless of their children's ages, however the sooner the better. -- I love helping people and make these podcasts to help non-lawyers learn a litt...

What College Students Need to Know About Estate Planning If you have a college (aged) child or are in college, listen up! WHEN YOU TURN 18, THERE ARE LEGAL IMPACTS! -- 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...

What rights do beneficiaries have? If you are the beneficiary of a trust, do you have any rights and what are your rights? -- 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!...

How to find out if someone had a will or trust- If you suspect that you may be a beneficiary of a will or trust but do not have a copy, how do you go about getting a copy? -- 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, p...

If you aren't sure what would trigger an update to your existing will or trust (or both), 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, please hit the subscribe button, rate and review! It helps ot...

Why you should have a joint trust with your spouse: Perhaps you think only one of you needs a trust, however there are reasons why a joint trust is beneficial and one of those reasons is that it will save you money! -- 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...

What if there are no beneficiaries listed? If someone passes away with a beneficiary account and the beneficiaries are missing, pre-deceased the account owner, or are otherwise unable to take, what happens? -- 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 podc...

Are you a collector? Do you have a collection of items that someone left to you? If so, this is a MUST LISTEN! I am discussing tactics for protecting your collection from liquidation or destruction. 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...

FAQs re: Trusts If you have any questions about trusts, listen to this first! I answer the most common questions that I receive for your convenience! -- 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 subscrib...

Frequently asked questions about wills: I'm answering the most commonly asked questions about wills in today's 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 the subscribe button, rate and review! It help...

Does intent matter? In some instances, intent is the deciding factor, however when it comes to whether your estate plan is valid...it depends! 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, please h...

Family Heirlooms How do you ensure that the family heirlooms go to the intended people? Listen to learn about the only way to safeguard your wishes! -- 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...

Should you get married or buy a house first? This is a struggle for many millennials and Gen. Z folks these days. Listen to find out my perspective as an estate planning attorney. -- 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 some...

Aging parents? What can you do to help them protect themselves and their legacy? -- 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 t...

What's the risk of NOT having an estate plan? If you aren't sure why you need these documents, listen to this to learn exactly what you are risking. -- 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...

Is it too late to make an Estate Plan? Is it ever too late? Watch 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, please hit the subscribe button, rate and review! It helps other people access the podcast t...

3 Things Good Parents Do If you are a parent at any stage, whether you have a newborn or adult children, 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, rate and review! It...