Podcast Episodes
Back to SearchDIY vs. Pro: 3 Ways to Set Up a Living Trust
A solid living trust is the backbone of any complete estate plan—but what's the smartest way to create one? In this bite-sized episode we compare the…
10 months, 3 weeks ago
Cars, Trusts & the DMV: Keep Your Car Out of Probate
Wondering if you should retitle your vehicle into your revocable living trust or just leave it under your own name? In this 10-minute episode we brea…
10 months, 3 weeks ago
Handshake or Headache? Why Your Bank Account Belongs in a Living Trust
Can you just name one sibling as the "beneficiary" of your checking account and count on them to share the cash later? Technically—yes. Practically—p…
10 months, 3 weeks ago
Skip Probate: The Smarter Way to Pass Your Home to Your Kids
Leaving your house to the kids in a will sounds simple—but it drags them straight into California's probate maze. And putting a child on the title? T…
10 months, 4 weeks ago
One Trust, Many Beneficiaries: Splitting Your Estate the Smart Way
Think multiple kids require multiple trusts? Think again. A single revocable living trust can carve up your estate any way you choose—equal shares, s…
11 months ago
Deed It Right: Moving Your Home Into a Revocable Living Trust—Step by Step
Wondering how real estate actually gets "inside" a living trust? In this concise episode, we break down the simple—but crucial—process of retitling y…
11 months ago
Pass the Keys, Skip the Court: How a Revocable Living Trust Protects Your Home
Does your house really have to wind its way through California's probate courts before it can land in the hands of loved ones? Spoiler: absolutely no…
11 months, 1 week ago
Can You Inherit Someone Else's Debt?
👉 California residents: book your free estate planning strategy session at www.ocestateplanlawyer.com
Let's clear up one of the biggest myths in esta…
11 months, 1 week ago
Why Your Trust Might Be Useless
👉 California residents: book your free estate planning strategy session at www.ocestateplanlawyer.com
In this episode, I explain why creating a revoc…
11 months, 2 weeks ago
Estate Planning Is About Choice
👉 California residents: book your free estate planning strategy session at www.ocestateplanlawyer.com
Estate planning is about making your own decisi…
11 months, 2 weeks ago