PODCAST · business
Estate Planning: Beyond the Binder
by The Legal Podcast Network (LPN)
Estate Planning Beyond the Binder breaks down essential information about protecting your loved ones and assets through effective estate planning. The show makes estate planning simple and doable for married couples, homeowners, business owners, and anyone thinking about their future. Featuring Brian Chew, founder of OC Wills and Trust Attorneys.
Episodes
-
Choosing the Right People for Your Estate Plan (Video)
Episode Summary: In this episode of Estate Planning: Beyond The Binder, host Leann Lyon sits down with Brian Chew, Managing Attorney of OC Wills & Trusts, to discuss the critical decisions involved in choosing the right people to carry out your estate plan. Brian explains the roles of trustees,...
-
Choosing the Right People for Your Estate Plan (Audio)
Episode Summary: In this episode of Estate Planning: Beyond The Binder, host Leann Lyon sits down with Brian Chew, Managing Attorney of OC Wills & Trusts, to discuss the critical decisions involved in choosing the right people to carry out your estate plan. Brian explains the roles of trustees,...
-
Protecting Your Assets: What Estate Planning Can (and Can't) Do (Video)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host Leann Lyon is joined by Brian Chew, an experienced estate planner from OC Wills and Trusts, to delve into the intricacies of asset protection. Brian explains the difference between revocable and irrevocable trusts,...
-
Protecting Your Assets: What Estate Planning Can (and Can't) Do (Audio)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host Leann Lyon is joined by Brian Chew, an experienced estate planner from OC Wills and Trusts, to delve into the intricacies of asset protection. Brian explains the difference between revocable and irrevocable trusts,...
-
Estate Planning for High-Net-Worth Families: Strategies to Protect Wealth Across Generations (Video)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host Leann Lyon and Brian Chew, Managing Attorney of OC Wills and Trusts, delve into the intricacies of estate planning for high net worth families. They discuss the importance of legacy planning, especially for those with...
-
Estate Planning for High-Net-Worth Families: Strategies to Protect Wealth Across Generations (Audio)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host Leann Lyon and Brian Chew, Managing Attorney of OC Wills and Trusts, delve into the intricacies of estate planning for high net worth families. They discuss the importance of legacy planning, especially for those with...
-
Irrevocable Trusts in California: When They Actually Make Sense (Video)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host Leann Lyon sits down with Brian Chew, Managing Attorney of OC Wills and Trusts, to delve into the complexities of irrevocable trusts. Brian explains the fundamental differences between revocable and irrevocable trusts,...
-
Irrevocable Trusts in California: When They Actually Make Sense (Audio)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host Leann Lyon sits down with Brian Chew, Managing Attorney of OC Wills and Trusts, to delve into the complexities of irrevocable trusts. Brian explains the fundamental differences between revocable and irrevocable trusts,...
-
Gifting to Your Kids While You’re Alive: Smart Planning or Costly Mistake? (Audio)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host Leann Lyon is joined by Brian Chew, managing attorney of OC Wills & Trusts, to explore the intricacies of gifting assets to children. They discuss the motivations behind lifetime gifting, such as tax advantages and...
-
Gifting to Your Kids While You’re Alive: Smart Planning or Costly Mistake? (Video)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host Leann Lyon is joined by Brian Chew, managing attorney of OC Wills & Trusts, to explore the intricacies of gifting assets to children. They discuss the motivations behind lifetime gifting, such as tax advantages and...
-
Do You Still Need a Will If You Have a Trust? (Understanding the Pour-Over Will) (Video)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host LeAnn Lyon is joined by Brian Chew, managing attorney of OC Wills and Trusts, to explore the crucial role of wills within the broader framework of estate planning. Brian explains the differences between a will and a…
more -
Do You Still Need a Will If You Have a Trust? (Understanding the Pour-Over Will) (Audio)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host LeAnn Lyon is joined by Brian Chew, managing attorney of OC Wills and Trusts, to explore the crucial role of wills within the broader framework of estate planning. Brian explains the differences between a will and a…
more -
Prop 19 and Estate Planning: What California Homeowners Need to Know (Audio)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host LeAnn Lyon sits down with Brian Chew, managing attorney of OC Wills and Trust, to discuss the significant changes Proposition 19 has brought to estate planning for California homeowners. Brian outlines how Prop 19 alters...
-
Prop 19 and Estate Planning: What California Homeowners Need to Know (Video)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host LeAnn Lyon sits down with Brian Chew, managing attorney of OC Wills and Trust, to discuss the significant changes Proposition 19 has brought to estate planning for California homeowners. Brian outlines how Prop 19 alters...
-
Beneficiary Designation Mistakes That Break Estate Plans (Video)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host LeAnn Lyon and guest Brian Chew, the managing attorney of OC Wills and Trusts, delve into the critical topic of beneficiary designations and their impact on estate planning. Brian explains how beneficiary designations…
more -
Beneficiary Designation Mistakes That Break Estate Plans (Audio)
Episode Summary: In this episode of Estate Planning: Beyond the Binder, host LeAnn Lyon and guest Brian Chew, the managing attorney of OC Wills and Trusts, delve into the critical topic of beneficiary designations and their impact on estate planning. Brian explains how beneficiary designations…
more -
The Real Cost of Probate in California (With Real Numbers) (Video)
Episode Summary: In this episode of *Estate Planning: Beyond the Binder* Brian Chew unveils the intricacies and expenses associated with probate in California. From the expensive legal fees to the lengthy court procedures, Brian breaks down how probate can significantly drain assets and time for...
-
The Real Cost of Probate in California (With Real Numbers) (Audio)
Episode Summary: In this episode of *Estate Planning: Beyond the Binder* Brian Chew unveils the intricacies and expenses associated with probate in California. From the expensive legal fees to the lengthy court procedures, Brian breaks down how probate can significantly drain assets and time for...
-
Funding Your Trust: Why Most Estate Plans Fail (Video)
Episode Summary: In this episode of *Estate Planning: Beyond the Binder* Brian Chew discusses the critical importance of properly funding your trust. Many individuals mistakenly believe that signing trust documents is the final step, but the key lies in ensuring assets are transferred correctly…
more -
Funding Your Trust: Why Most Estate Plans Fail (Audio)
Episode Summary: In this episode of *Estate Planning: Beyond the Binder* Brian Chew discusses the critical importance of properly funding your trust. Many individuals mistakenly believe that signing trust documents is the final step, but the key lies in ensuring assets are transferred correctly…
more -
The "Sandwich Generation" Crisis (Audio)
Episode Summary: In this episode of *Estate Planning: Beyond the Binder* Brian Chew, a renowned estate planning attorney, delves into the complexities faced by the sandwich generation—individuals caring for aging parents and children simultaneously. He highlights the importance of robust estate...
-
The "Sandwich Generation" Crisis (Video)
Episode Summary: In this episode of *Estate Planning: Beyond the Binder* Brian Chew, a renowned estate planning attorney, delves into the complexities faced by the sandwich generation—individuals caring for aging parents and children simultaneously. He highlights the importance of robust estate...
-
DIY Estate Planning - Why This Can Be a Nightmare for Californians (Audio)
Episode Summary: Do-it-yourself estate planning can lead to costly mistakes, as attorney Brian Chew explains in this episode. From overlooking crucial legal advice to failing to fund trusts properly, DIY approaches can turn into nightmares for Californians. Brian emphasizes the importance of...
-
DIY Estate Planning - Why This Can Be a Nightmare for Californians (Video)
Episode Summary: Do-it-yourself estate planning can lead to costly mistakes, as attorney Brian Chew explains in this episode. From overlooking crucial legal advice to failing to fund trusts properly, DIY approaches can turn into nightmares for Californians. Brian emphasizes the importance of...
-
Estate Planning for Unmarried Partners in California (Video)
Episode Summary: In this episode of *Estate Planning: Beyond the Binder*, Brian Chew, a seasoned estate planning attorney, delves into the critical aspects of estate planning for unmarried partners in California. He highlights the significant legal and financial implications that arise when...
-
Estate Planning for Unmarried Partners in California (Audio)
Episode Summary: In this episode of *Estate Planning: Beyond the Binder*, Brian Chew, a seasoned estate planning attorney, delves into the critical aspects of estate planning for unmarried partners in California. He highlights the significant legal and financial implications that arise when...
-
The Estate Planning Legal Checklist Parents Forget Before College
Episode Summary: In this episode, Brian Chew, a leading estate planning attorney, discusses the crucial estate planning legal checklist every parent needs before their child heads to college. From understanding the impact of turning 18 to the necessity of documents like power of attorney and…
more -
Life Insurance & Estate Planning: How They Work Together
Episode Summary: In this episode, Brian Chew, the managing partner at OC Wills and Trust Attorneys, delves into the crucial role of life insurance within an estate plan. He emphasizes the significance of life insurance in replacing lost income, supporting surviving family members, and providing...
-
Retirement Accounts & Estate Planning: What Families Need to Know
Episode Summary: In this episode, Brian Chew, managing partner at OC Wills and Trust, delves into the complexities of estate planning with a focus on retirement accounts like IRAs and 401Ks. He highlights the importance of strategic planning to avoid tax pitfalls and ensure a seamless transfer of...
-
Retirement Accounts & Estate Planning: What Families Need to Know (Video)
Episode Summary: In this episode, Brian Chew, managing partner at OC Wills and Trust, delves into the complexities of estate planning with a focus on retirement accounts like IRAs and 401Ks. He highlights the importance of strategic planning to avoid tax pitfalls and ensure a seamless transfer of...
-
Vacation Homes & Out-of-State Property: Avoiding Multi-State Probate (Video)
Episode Summary: In this crucial episode, Brian Chew explains why owning a vacation home, rental property, or inherited land in another state can turn into a nightmare of ancillary probates, extra attorneys, and tens of thousands in unexpected fees. Brian reveals the simple fix that lets one...
-
Vacation Homes & Out-of-State Property: Avoiding Multi-State Probate
Episode Summary: In this crucial episode, Brian Chew explains why owning a vacation home, rental property, or inherited land in another state can turn into a nightmare of ancillary probates, extra attorneys, and tens of thousands in unexpected fees. Brian reveals the simple fix that lets one...
-
Digital Assets in Estate Planning: Protecting Your Online Life
Episode Summary: In this eye-opening episode, Brian Chew reveals why digital assets are the most overlooked part of modern estate planning. From cryptocurrency worth six figures to priceless family photos in the cloud, Brian explains the critical difference between legal authority and practical...
-
Planning for Incapacity: Powers of Attorney and Health Care Directives Explained (Video)
Episode Summary: In this vital episode, Brian Chew shifts the focus from death to incapacity, explaining why every adult over 18 needs planning in place today. The discussion covers legal incapacity triggers, HIPAA barriers, the critical difference between powers of attorney and court-ordered...
-
Planning for Incapacity: Powers of Attorney and Health Care Directives Explained
Episode Summary: In this vital episode, Brian Chew shifts the focus from death to incapacity, explaining why every adult over 18 needs planning in place today. The discussion covers legal incapacity triggers, HIPAA barriers, the critical difference between powers of attorney and court-ordered...
-
Business Succession Planning: Passing the Torch the Right Way
Episode Summary: In this critical episode, Brian Chew explains why every business owner needs a succession plan—whether retirement is decades away or tomorrow is uncertain. The discussion separates estate planning (who takes control) from succession planning (what they do next), explores the…
more -
Estate Planning During Divorce: What You Need to Know
Episode Summary Divorce doesn’t just change your personal life — it changes your estate plan. In this episode of Estate Planning: Beyond the Binder, Brian Chew, Managing Partner at OC Wills and Trusts, explains how divorce impacts wills, trusts, beneficiary designations, and guardianship choices....
-
Special Needs Trusts: Protecting a Loved One Without Jeopardizing Benefits
Episode Summary In this episode of Estate Planning: Beyond the Binder, Brian Chew, Managing Partner of OC Wills and Trusts, discusses how families can plan for children or loved ones with special needs. He explains how a properly designed special needs trust allows families to provide financial...
-
What Happens If You Die Without an Estate Plan in California
Episode Summary In this episode of Estate Planning: Beyond the Binder, Brian Chew, Managing Partner at OC Wills and Trusts, explains what it truly means to die “intestate” in California. Brian breaks down how state law distributes assets, why probate can be so costly and time-consuming, and the...
-
Blended Families, Second Marriages & Your Estate Plan
Episode Summary In this episode of Estate Planning: Beyond the Binder, Brian Chew, managing partner of OC Wills and Trusts, explores the unique estate planning challenges that come with blended families and second marriages. From stepchildren and separate property to prenuptial agreements and…
more -
Medi-Cal Planning in California: How to Protect Your Home and Stay Eligible for Care
Episode Summary In this episode of Estate Planning: Beyond the Binder, Brian Chew breaks down the complex world of Medi-Cal planning for California families. He explains how seniors can protect their homes and assets while still qualifying for long-term care benefits. Brian clears up common...
-
Who Do You Trust? Picking the Right People for Your Estate Plan
Episode Summary Your estate plan is only as strong as the people you choose to carry it out. From trustees to guardians to powers of attorney, these roles require judgment, honesty, and responsibility. In this episode, Brian Chew explains how to select the right people, what qualities matter…
more -
Estate Planning Myths That Can Cost Your Family Thousands
Episode Summary In this episode of Estate Planning Beyond the Binder, estate planning attorney Brian Chew, Managing Partner at OC Wills and Trusts, addresses some of the most common myths that often mislead families about estate planning. With over 25 years of experience helping Orange County...
-
The Hidden Risks of Putting Your Kids on the Title
Episode Summary: In this episode of Estate Planning Beyond the Binder, Brian Chew, Managing Partner at OC Wills & Trusts, tackles a common but risky estate planning shortcut—putting children on the title of a home. Brian explains why many parents consider this strategy to avoid probate, but also...
-
The Hidden Risks of Putting Your Kids on the Title
Episode Summary: In this episode of Estate Planning Beyond the Binder, Brian Chew, Managing Partner at OC Wills & Trusts, tackles a common but risky estate planning shortcut—putting children on the title of a home. Brian explains why many parents consider this strategy to avoid probate, but also...
-
When to Update Your Estate Plan
Episode Summary: In this episode of Estate Planning Beyond the Binder, Brian Chew, Managing Partner at OC Wills & Trusts, discusses the life events that should trigger an estate plan review. Brian explains why changing relationships—not just changing assets—are the top reason for updating trusts,...
-
Dynasty Trusts: Protecting Your Heirs for Generations
Episode Summary Attorney Brian Chew explores dynasty trusts, a key estate planning tool for protecting family wealth across generations in California. The episode details how dynasty trusts, embedded within revocable living trusts, offer lifetime asset protection for children against creditors,...
-
What’s Next After Setting Up the Binder
Episode Summary: In this episode, host Zofia Morales and estate planning expert Brian Chew discuss the crucial steps that follow after receiving your estate planning binder. Brian emphasizes that estate planning is a process, not just a product, and outlines key actions needed to ensure your plan...
-
Estate Planning 101 — The Binder & Child Protection Planning
Episode Summary: In this inaugural episode, host Zofia Morales and estate planning attorney Brian Chew discuss the fundamentals of estate planning beyond just having documents in a binder. They explore why comprehensive estate planning is crucial for protecting families, especially those with…
more
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
Estate Planning Beyond the Binder breaks down essential information about protecting your loved ones and assets through effective estate planning. The show makes estate planning simple and doable for married couples, homeowners, business owners, and anyone thinking about their future. Featuring Brian Chew, founder of OC Wills and Trust Attorneys.
HOSTED BY
The Legal Podcast Network (LPN)
CATEGORIES
Loading similar podcasts...
Frequently Asked Questions
How many episodes does Estate Planning: Beyond the Binder have?
Estate Planning: Beyond the Binder currently has 49 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Estate Planning: Beyond the Binder about?
Estate Planning Beyond the Binder breaks down essential information about protecting your loved ones and assets through effective estate planning. The show makes estate planning simple and doable for married couples, homeowners, business owners, and anyone thinking about their future. Featuring...
How often does Estate Planning: Beyond the Binder release new episodes?
Estate Planning: Beyond the Binder has 49 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Estate Planning: Beyond the Binder?
You can listen to Estate Planning: Beyond the Binder on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Estate Planning: Beyond the Binder?
Estate Planning: Beyond the Binder is created and hosted by The Legal Podcast Network (LPN).
URL copied to clipboard!