Stephen Cortes

Cortes Law Firm's Podcast

Education EN ↓ 94 episodes

As an Estate Planning Attorney, I know that each individual and family is unique. That is why we take time at the beginning of each relationship to sit down and visit with you regarding your goals and dreams. In this podcast, attorney Stephen Cortes covers estate planning, probate, and trust administration. Serious topics with a little fun thrown in...

Be sure to visit the podcast's website and support the creator: corteslawfirm.com

Author

Stephen Cortes

Category

Education

Podcast website

corteslawfirm.com

Latest episode

Feb 21, 2025

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Episodes

019: Estate planning questionnaire and guardianship avoidance 17.11.2020

Estate planning questionnaire and guardianship avoidance should be a main goal estate planning goal for everyone. Estate planning is not just what happens after during probate. We should all be planning for what could happen during our lives such avoiding guardianship. As baby boomers are getting older we are seeing more and more guardianship matters that could have been avoided with proper estate...

018: Prenuptial agreement for blended families and why they are so important to protect you and your kids 13.11.2020

Prenuptial agreement for blended families and why they are so important to protect you and your kids. With 70% of second marriages ending in divorce, blended families need to protect each family with a prenuptial agreement and proper estate planning before they say "I do". Download our ESTATE PLANNING STRATEGIES TO PROTECT YOU AND YOUR FAMILY https://geni.us/strategies Visit the Cortes L...

017: Avoid probate by funding revocable trust and keep assets and family out of Probate Court 10.11.2020

Avoid probate by funding the revocable trust and keep assets and family out of Probate Court. By funding your revocable trust properly you can avoid probate and adult guardianship proceedings, which are really just living probate. Download our ESTATE PLANNING STRATEGIES TO PROTECT YOU AND YOUR FAMILY https://geni.us/strategies Visit the Cortes Law Firm for more information. Find us on Facebook Fin...

016: Protect inheritance from son-in-law and daughter-in-law so that it goes to your kids and grandkids 06.11.2020

Protect inheritance from son-in-law and daughter-in-law so that it goes to your kids and grandkids. It's not necessarily because my clients do not like their son in law or their daughter in law, which is entirely possible, it could be just that they're afraid that once they get a lump sum of money, that you have worked your entire life to accumulate, that they are gonna blow it on someth...

015: Estate planning for surgery to protect yourself and family just in case. 03.11.2020

Estate planning for surgery to protect yourself and family just in case. If you have an upcoming surgery and no estate plan, then it is time to get your estate planning done before the surgery. Most law firms will work with you if you tell them about an upcoming surgery. Don't leave things to chance - get your estate planning done and avoid probate or lengthly guardianship challenges. Downloa...

014: How to Transfer Property into Trust without unnecessary cost and delay to your estate 31.10.2020

How to Transfer Property into Trust without unnecessary cost and delay to your estate? The only way to transfer real estate is by deed or probate. If you forget to put your house into trust, then your heirs will spend thousands of dollars to transfer the property into trust. Transfer property into trust right the first time. Download our ESTATE PLANNING STRATEGIES TO PROTECT YOU AND YOUR FAMILY ht...

013: 100 Estate Planning Videos 22.10.2020

100 estate planning videos to get your started in the right direction. Thanks to all of you we have made 100 estate planning videos, and the message is still the same - estate planning is for everyone. Our videos cover a broad range of estate planning question, but please leave a comments if there is a topic you think we should cover. Download our ESTATE PLANNING STRATEGIES TO PROTECT YOU AND YOUR...

012: No Children - I have no one to leave my estate to 12.10.2020

I have no one to leave my estate to because I have no children. More and more Americans have no children. Today, millions of Americans have never been married and have no one to leave their estate to. It means childless people better have a plan in place for not only their assets, but for their wellbeing, in the event, you get sick or become incapacitated. If you have no one to leave your estate t...

011: I have no one to leave my estate to because I am single or have no children 08.10.2020

I have no one to leave my estate to because I am single or have no children. More and more Americans are starying single. Today, over 60 percent of single people have never been married and have no one to leave their estate to. It means single people better have a plan in place for not only their assets, but for their wellbeing in the event you get sick or become incapacitated. If you have no one...

010: Safe Deposit Box Opening is Not as Easy as You Think to open when documents inside are needed 30.04.2020

Safe Deposit Box Opening is Not as Easy as You Think to open when documents inside are needed. Most estate planning attorneys could tell you a dozen stories of safe deposit box nightmares. They are simply not as easy as you think to open when needed. Amazon Document Safe: https://amzn.to/3bTT29y New York TImes article: https://www.nytimes.com/2019/07/19/business/safe-deposit-box-theft.html Downloa...

009: Essential Legal Documents for Adult Child 26.03.2020

These are the Essential Legal Documents for Adult Child, whether they are at University or still living at home. Once they become legally an adult, the medical professional can NOT talk to you. Download our FREE Estate Planning Strategies Guide . Visit the Cortes Law Firm for more information. Find us on Facebook Find us on Birdeye Find us on Instagram Directions on Google Maps Videos on YouTube C...

008: Money Owed to You in Your Revocable Trust and Estate Planning Q&A Live Session 21.03.2020

Money Owed to You, Partnership Interests, Business Interests in Your Revocable Trust More discussion on Medical documents you need RIGHT NOW! Estate Planning Q&A Live Session from Your Questions LIVE STREAM March 21, 2020. Your Questions Answered Download our ESTATE PLANNING STRATEGIES TO PROTECT YOU AND YOUR FAMILY https://geni.us/strategies FREE PROBATE GUIDE https://corteslawfirm.com/oklaho...

007: Update Medical Power of Attorney 20.03.2020

Update Medical Power of Attorney and Check Your Designations. It is more important than ever to make certain your essential health care documents are current, including your power of attorney designees for healtcare decisions. FREE Estate Planning Guide . Visit the Cortes Law Firm for more information. Find us on Facebook Find us on Birdeye Find us on Instagram Directions on Google Maps Videos on...

006: Pros and Cons of Probate 19.03.2020

Pros and Cons of Probate might not be what you expect. Most people who go probate a loved one's estate will usually look for a better option for themselves. Download our FREE Probate Guide or FREE Estate Planning Strategies Guide Visit the Cortes Law Firm for more information. Find us on Facebook Find us on Birdeye Find us on Instagram Directions on Google Maps Videos on YouTube Cortes Law Fi...

005: Live Show - Probate Procedure 15.03.2020

Types of Probate that you need to know for your Estate Plan. LIVE STREAM February 29, 2020. Probate can be a long and expensive process. In today's live stream we discuss the ins and outs of probate. Download our FREE PROBATE GUIDE Visit the Cortes Law Firm for more information. Find us on Facebook Find us on Birdeye Find us on Instagram Directions on Google Maps Videos on YouTube Cortes Law...

004: Durable Power of Attorney 14.03.2020

A Durable Power of Attorney is an important piece of your Estate Plan. You might be surprised to learn when a Power of Attorney is no longer effective. Visit the Cortes Law Firm for more information. Find us on Facebook Find us on Birdeye Find us on Instagram Directions on Google Maps Videos on YouTube Cortes Law Firm 5801 Broadway Extension Hwy Suite 110  Oklahoma City, OK, 73118 405-213-0856 

002: Who needs an Estate Plan 14.03.2020

Who needs an Estate Plan? If you are reading this, then you need an estate plan. Everyone, age 18 and older, needs an estate plan. It doesn't matter if you're old or young, if you've built up considerable wealth or if you're just starting out, you need a written plan to keep you in control and to protect yourself and those that you love. Download our free Estate Planning Strate...

003: Unmarried Couples Estate Planning 14.03.2020

Unmarried couples Estate Planning. Unmarried couples need to take extra steps to protect themselves and their partner.  In this video, attorney Steve Cortes discusses 3 Tips Unmarried Couples should consider in their estate plan. Download our free Estate Planning Strategies Guide . Visit the Cortes Law Firm for more information. Find us on Facebook Find us on Birdeye Find us on Instagram Direction...

001: Last Will vs No Last Will 14.03.2020

Today we're gonna discuss the difference between having a last will and not having a will. So what's the difference between having a will and not having a will? And this question is really a lot more complicated than just a yes or no answer, because if you don't have an estate plan then nobody knows what to do during your lifetime if you were to become incapacitated and not be able...

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