Podcast Episodes

Estate Planning for Non-Family Beneficiaries

👉 California residents: book your free estate planning strategy session at www.ocestateplanlawyer.com

Can someone who isn't a relative inherit your h…

11 months, 2 weeks ago

Selling a Home in a Living Trust—What You Need to Know

👉 California residents: book your free estate planning strategy session at www.ocestateplanlawyer.com

Can you sell a house that's owned by a revocabl…

11 months, 3 weeks ago

Preventing Inheritance Fights with a Solid Estate Plan

Free Estate Planning Strategy Session for California Residents
www.ocestateplanlawyer.com

When your adult children don't get along, the last thing yo…

11 months, 3 weeks ago

DIY Estate Plan? Risky Move: Lawyer's Opinion

Creating your own estate plan might seem easy with online tools, but I've seen firsthand how do-it-yourself wills and revocable living trusts can fal…

11 months, 3 weeks ago

What a Beneficiary Does—and Doesn't—Do After You're Gone

👉 California residents: book your free estate planning strategy session at www.ocestateplanlawyer.com

When someone passes away with a living trust, i…

11 months, 4 weeks ago

Why I Don't Review LegalZoom Trusts

👉 California residents: book your free estate planning strategy session at www.ocestateplanlawyer.com

Thinking about using LegalZoom or another onlin…

11 months, 4 weeks ago

Keep Childrens Names OFF The Deed to Your Home

If you're a California resident and ready to take the next step in securing your estate, visit my website at www.ocestateplanlawyer.com to learn more…

1 year ago

Why Your Living Trust Needs Its Own Bank Account

👉 California residents: book your free estate planning strategy session at www.ocestateplanlawyer.com

Setting up a living trust is only step one. If …

1 year ago

The Trustee Trap That Sends Families to Court

👉 California residents: book your free estate planning strategy session at www.ocestateplanlawyer.com

If your revocable living trust doesn't have a s…

1 year ago

Episode Title: What Happens to a Parent's Bank Account When They Die?

In this quick episode, I explain what happens to a parent's bank account after they pass away—and why it depends on how the account is set up. Joint …

1 year ago