Podcast Episodes

🏡 Can an Aunt or Uncle Leave You Their Home in a Trust? Yes — and Here's Why They Should.

Did you know a relative like an aunt or uncle can leave you their home through a living trust — even if they're not your parent? In this episode, we …

1 year, 2 months ago

🏠 Inherited a Home Through a Trust? Here's What to Do Next.

If you're both the trustee and beneficiary of a trust and inherit a home from a parent, should you put it in your own name or keep it in the trust? T…

1 year, 2 months ago

📜 Wills vs. Trusts: Which One Protects Your Legacy Best?

Wills and trusts may seem similar, but they serve very different purposes. In this episode, we break down the key differences — from protecting your …

1 year, 2 months ago

💰 Don't Overlook This Critical Estate Planning Step!

Naming (and updating) beneficiaries on your financial accounts is essential to protecting your assets. In this episode, we explain why properly desig…

1 year, 2 months ago

Why Estate Planning Matters: Avoiding Probate and Protecting Your Family

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

What happens if your parents pass away without a will or tr…

1 year, 2 months ago

Protect Your Property with Proper Estate Planning

Can a deed to a home be filed after someone passes away? Sometimes — but it's complicated. In this episode, we break down when this is possible, what…

1 year, 3 months ago

Avoiding probate should be a key part of your estate planning strategy.

Free Estate Planning Strategy Session for California Residents
www.ocestateplanlawyer.com
Avoiding probate should be a key part of your estate planni…

1 year, 7 months ago

A living trust is one of the best ways to smoothly pass along a legacy.

Free Estate Planning Strategy Session for California Residents
www.ocestateplanlawyer.com
Did you know that creating a living trust is one of the bes…

1 year, 7 months ago

Can you refinance a home that's inside a living trust?

Free Estate Planning Strategy Session for California Residents
www.ocestateplanlawyer.com
"Can you refinance a home that's inside a living trust? The…

1 year, 7 months ago

Adding your child's name to the deed of your home.

Free Estate Planning Strategy Session for California Residents
www.ocestateplanlawyer.com
Are you considering adding your child's name to your home's…

1 year, 7 months ago