EPISODE · Jun 30, 2026 · 1H 10M
Estate Planning for Homeowners: The Trust Mistake That Costs Families Thousands.
from Transitions: Inheritance & Our Aging Parents
Should you have a trust? In this episode of Transitions: Inheritance and our Aging Parents, Jeff Landau talks with estate planning attorney Antonio Rodriguez, a partner with Staker Rodriguez Law, about the biggest mistakes homeowners make when it comes to trusts, probate, and inheritance. They cover why estate planning isn't just for the wealthy, the risks of adding a child to title, why naming co-trustees can backfire, and how California's Prop 19 affects inherited property taxes. Whether you're a homeowner, a future trustee, or planning ahead for your family, this episode breaks down what you need to know — and the first steps to take.
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Estate Planning for Homeowners: The Trust Mistake That Costs Families Thousands.
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