Transitions: Inheritance & Our Aging Parents

Should you have a trust? In this episode of Transitions: Inheritance and our Aging Parents, Jeff Landau talks with estate planning attorney Antonio Rodriguez, a partner with Staker Rodriguez Law, about the biggest mistakes homeowners make when it comes to trusts, probate, and inheritance. They cover why estate planning isn't just for the wealthy, the risks of adding a child to title, why naming co...

What Trustees Need to Know About Inherited Property, Taxes & Trust Administration (with CPA Expert Sargis Isavi) When someone passes away, families are suddenly faced with real estate decisions, trust paperwork, tax responsibilities, and deadlines they never expected. Most trustees don't realize they've just taken on a legal and financial job — one that comes with liability, rules, and complex tax...

Why Most Californians Need a Trust (and How to Avoid Common Mistakes) Episode Summary Estate planning attorney Rebecca Goldfarb explains who in California should have a trust, why a trust is only one part of a complete plan, and the most common errors that derail families—often even when a trust already exists. We also cover special needs trusts, trustee selection, trust administration, probate ha...

🎧 Episode Overview In this essential episode I speak with seasoned estate planning attorney Judith Perez , who brings over 36 years of experience in trust administration, LGBTQ+ advocacy, and special needs planning. Whether you're in a same-sex partnership, caring for a loved one with special needs, or simply want your estate plan to reflect your values—this episode is a must-listen. We dive deep...

Episode Overview: In this episode, I sit down with long-time friend and legal expert Richard Sperling , a seasoned family law attorney whose practice focuses on collaborative divorce mediation, premarital and postmarital agreements, and Marvin/palimony claims. With decades of experience in real estate law, business law, and mediation, Richard brings a unique, peace-focused perspective to complex f...

In this episode of 805 Talk , I speak with Katie Wilfong , a medical social worker and senior care planning expert, to discuss one of the most critical but often overlooked parts of aging: planning for healthcare needs before a crisis hits . Drawing from a deeply personal family experience, my mother's journey through different healthcare needs, this conversation highlights the importance of proac...

In this episode, I speak with   Kelila Heller , co-founder of Assisted Living Connections , an expert who helps families place their loved ones in assisted living and other similar type communities. We talk about one of life's toughest transitions: finding the right care for an aging parent or loved one. Kelila, her partner Tami Podell, and their team have helped hundreds of families across Ventur...

Episode Overview In this episode we deviate from the focus on real estate and inheritance. I speak with business continuity expert David Gering of Business Resilience Solutions to discuss how individuals and businesses can prepare for disasters and disruptions. With over 15 years of experience, David shares practical insights into risk management, disaster preparedness, and business recovery. Whet...

Episode Summary: In this insightful episode, I sit down with David Schneider, a seasoned estate planning attorney, to discuss the crucial aspects of estate planning. We explore common mistakes, the importance of having a trust, and how failing to plan can cost families tens of thousands of dollars. David shares real-life cases, explaining why estate planning is essential for every homeowner and ho...

Honored to be interviewed by Wayne Baxter of One Capital Management. Wayne and I discuss all the benefits of buying a home in the Conejo Valley. We also discuss what is going on in the homeowners insurance market in general and in the area. If you have thoughts of buying a home in Thousand Oaks, Newbury Park, Agoura, Oak Park or Westlake Village, this episode is for you!

Simi Valley Unified Superintendent of Schools Dr. Jason Peplinski discusses the challenges the District is facing with the pandemic and budget cuts. Will we have a full return to the classroom? A hybrid model with alternating attendance days? Full distance learning? Dr. Peplinski discusses all the variables being considered and what orders are needed be followed. 

As we find ourselves working from home, Dina Braverman from Organizing Concepts and Designs offers tips on best practices in organizing your home work space. Dina also helps people prepare their home for sale, whether with de-cluttering, organizing, packing and even staging! Dina's specialty is helping people organize! We hope you have a lot of takeaways that you can implement right now! Dina has...

Technology seems to be a timely subject and this episode features specialist Dan Natarelli from MSP Pros. We cover tips for working remotely, setting up an effective workspace, security and protecting your data and network, tips for hosting an online meeting, how to set up a redundant system in case your WiFi goes down and, channeling my inner Carrie Bradshaw, backing up!

Do you rent a home? Do you rent a commercial property for your business? Do you own a residential or commercial property and want to know what new rights your tenants may have and options you have during this state of emergency? Please join the conversation with Don Lanson of Manfredi Levine and Janice Miller of Miller Haga as we discuss the new and changing landscape of landlord and tenants right...

Our mindset and beliefs are challenged every day. Jeffrey Saad has a way about him, how he thinks and acts that produces energy and enthusiasm. I'm hoping our conversation will uplift you, even if you don't feel you need it, and perhaps offer new ways to approach your day. Maybe even offer you a "pick me up." I've known Jeffrey for years and have seen him present many times, and he is someone I wi...

Greg Spaulding, from Turnkey Advisory, share his expertise regarding both consumer and business credit. Greg's specialty is helping business owners establish credit under their business name, to separate it from their personal business. In this episode we discuss what consumers should know steps they should take to monitor their credit, the different FICO scores available, changes the federal gove...

Marcine Kline and Lauren Greer of Glen Oaks Escrow give us an update on what is going on with real estate transactions from their side of their side. How can buyers and sellers best prepare themselves before opening escrow and what can they do during the escrow period. Recorded on April 10, 2020. Marcine can be reached at 818-500-0400

What an amazing conversation with Bob Miller, voice of the Los Angeles Kings for 44 years. We talk about Bob's passion for broadcasting and how he started doing play-by-play during his Little League games that he played in as a child. His time growing up in Iowa and Wisconsin and doing play-by-play for the NCAA national champion Wisconsin Badgers coached by Bob Johnson. His break getting the play-...

In this episode we are joined by Leah Segedie as she shares concerns over the quality of the drinking water in Simi Valley, as well as steps being taken to help improve it. Leah's website , https://www.mamavation.com/, is about empowering women through eco-wellness . This website is a wealth of information on hormone-disrupting chemicals as well as environmental pollutants and toxins in the outer...

It is well documented that there will be a great transfer of wealth as the baby boomer generation ages and passes away. There exists an amazing opportunity for non-profit organizations to keep in close touch with their donor base, and keep their eyes and ears open for planned gift opportunities. Although planned gifts rarely happen immediately (hence, planned gifts...), they can be transformative...

What do we know about the Santa Susana Field Lab? It depends who you ask. In this episode I interview Denise Duffield, Associate Director of Physicians for Social Responsibility. There are a few PDFs I was not able to attach to these notes. I did offer to have Boeing part of the show and they declined. Please find links where you can do further research. The timing of the show is critical as NASA...

Hub101 is a place for experimentation, discovery, and growth, and was created as part of Cal Lutheran University's Entrepreneurship program. Hub 101 creates a community for entrepreneurs and early stage start-ups who otherwise might be isolated in their home or other office. Featuring collaborative co-working spaces starting at $199 a month, Freelancers Academy, Pitch to your Peers, StartUp Weeken...

Please join Marc Mackenzie of Acorn Law , Susan Coert of Help Unlimited , Kelila Heller of Assisted Living Connections and I as we go in-depth on upcoming decisions we need to make for our parents as they age. Should they stay in their home? If so, should they hire an unlicensed or licensed help? If they need assisted living, how do you go about choosing independent, assisted, and other type of li...

Two shows rolled into one! Esta McIntyre from My Health Studio in Westlake Village joins the show and shares her mission what makes her studio different from the big box gyms. Please click the following link for information about My health studio . My introduction to cryotherapy a few weeks sparked my introduction to Synergy in Westlake Village. There practice involves massage therapy, cryotherapy...

Can you mix politics and religion? If you are Thousand Oaks Mayor Rob McCoy you can! Please join us for a conversation with Rob where we discuss his journey to serving in public office, what it was like to be named Mayor Pro-Tem the day before the Borderline mass shooting and two days before the devastating wild fires and what it was like behind the scenes with families and leading our community d...