Podcast Episodes

Estate Planning Nightmare Scenario #2: The Family That Waited

What happens when someone receives a serious medical diagnosis, speaks with an estate planning attorney, and then decides to wait?

In this video, I …

4 hours ago

I'm the Trustee Now — What Happens Next?

What happens when the people who created a living trust pass away and I am now the one in charge as trustee?

In this episode, I walk through what a s…

2 months, 2 weeks ago

Why Estate Planning Is Really About Control

Control over your assets, your healthcare decisions, and your legacy — both while you are alive and after you pass away.

In this episode, I explain w…

3 months ago

How to Shield an Inheritance from Divorce and Lawsuits

If I left my child a million dollars tomorrow, would it actually be protected from divorce?

In this episode, I walk through how inheritance works in …

3 months, 2 weeks ago

How to Leave an Inheritance to a Child with Addiction Issues (Without Making It Worse)

What happens if you leave a large inheritance to a child who is struggling with substance abuse, gambling, or serious financial irresponsibility?

In …

3 months, 2 weeks ago

What Happens to Your Pets When You Die?

What Happens to Your Pets When You Die?

What actually happens to your pets when you die? In this podcast, I walk you through the 4 main ways you can…

4 months ago

When Is a Will Enough — And When Do You Really Need a Trust?

In this episode, I dive into one of the most common estate planning questions I get: Is a will enough? Or do I need a trust?

I break down when a will…

4 months, 4 weeks ago

Why I Won't Be Your Trustee — And Who You Should Choose Instead

In this episode, I'm diving into one of the most important — and often misunderstood — parts of estate planning: choosing the right successor trustee…

5 months, 1 week ago

Why Brides Don't Wear Their Mom's Wedding Dress — And What That Has to Do with Estate Planning in Ca

Most brides don't wear their mom's wedding dress. Why not? It's sentimental, meaningful… and yet, rarely used.

In this episode, I'll explain what thi…

5 months, 2 weeks ago

Protect Your Child's Inheritance with a Spendthrift Trust

Would your child make wise choices if they inherited $1 million tomorrow?
If you're not sure—or if the answer is "definitely not"—this video is for y…

5 months, 4 weeks ago