Podcast Episodes

How to Set Up a Living Trust for Your Home in California

Setting up a living trust for your home is a crucial step in protecting your property and avoiding probate. In this episode, I walk you through the p…

1 year, 1 month ago

Will a Living Trust Increase Your Property Taxes in California?

Worried that putting your home in a revocable living trust will raise your property taxes? Good news — it won't. Thanks to Proposition 13, California…

1 year, 1 month ago

Why Every Adult Needs a Power of Attorney and Healthcare Directive

Without a financial power of attorney and an advance healthcare directive, your loved ones may face serious challenges if you become incapacitated. W…

1 year, 1 month ago

Essential Estate Planning Documents Every Adult Needs

Every adult — no matter their age or wealth — should have key estate planning documents in place. In this episode, I explain the three essential docu…

1 year, 1 month ago

Why Keeping Your Estate Plan Updated Is Crucial

An outdated estate plan can create major problems for your loved ones. In this episode, I explain why regularly reviewing and updating your will, tru…

1 year, 1 month ago

What Is an Inheritance Trust — and How Does It Work?

An inheritance trust is designed to pass assets to beneficiaries with certain conditions in place. In this episode, I explain how inheritance trusts …

1 year, 1 month ago

Estate Planning for Blended Families: Why a Will or Trust Is Essential

Blended families face unique challenges when it comes to estate planning. Without clear instructions in a will or trust, assets are often divided bet…

1 year, 1 month ago

5 Estate Planning Mistakes to Avoid — From an Estate Planning Lawyer

As an estate planning lawyer, there are five things I would never do — and you shouldn't either. In this episode, I explain why I would avoid:

1. Put…

1 year, 1 month ago

Do Inheritance Taxes Affect You? Understanding Estate Tax Rules

Understanding inheritance taxes can help you plan smarter. The federal estate tax — also known as the death tax — currently applies only to estates w…

1 year, 1 month ago

Can One Child Buy Out Another's Inheritance?

Can one child buy out another child's share of their parents' inheritance? The answer depends on whether there's an estate plan — and what it says.

I…

1 year, 2 months ago