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Transitions: Inheritance & Our Aging Parents

by Jeff Landau

Every family faces transitions—some planned, others unexpected.On Transitions: Inheritance & Our Aging Parents, real estate advisor Jeff Landau helps families find clarity and confidence through life's biggest transitions. Each episode offers clear guidance on inherited real estate, trust administration, taxes, and preparing for what's ahead—without the guesswork or guilt.What happens to the family home? Should we sell it, rent it, or renovate? How do we balance caregiving, estate planning, and the emotional weight of inheritance?Real stories. Compassionate insights. Trusted advice.Because caring for our parents and protecting their legacy shouldn't come with confusion—it should come with understanding.Through conversations with estate planning attorneys, fiduciaries, and senior care professionals, Jeff brings clarity and compassion to the financial, emotional, and logistical realities families face.Because caring for our parents and protecting their legacy—and the family's inhe

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Episodes

  1. Estate Planning for Homeowners: The Trust Mistake That Costs Families Thousands.

    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...

  2. Trust Administration from a CPA Perspective

    What Trustees Need to Know About Inherited Property, Taxes & Trust Administration (with CPA Expert Sargis Isavi) When someone passes away, families are suddenly faced with real estate decisions, trust paperwork, tax responsibilities, and deadlines they never expected. Most trustees don't realize...

  3. Why Most Californians Need a Trust (and How to Avoid Common Mistakes)

    Why Most Californians Need a Trust (and How to Avoid Common Mistakes) Episode Summary Estate planning attorney Rebecca Goldfarb explains who in California should have a trust, why a trust is only one part of a complete plan, and the most common errors that derail families—often even when a trust...

  4. Estate Planning for LGBTQ+ and Special Needs Trusts

    🎧 Episode Overview In this essential episode I speak with seasoned estate planning attorney Judith Perez, who brings over 36 years of experience in trust administration, LGBTQ+ advocacy, and special needs planning. Whether you're in a same-sex partnership, caring for a loved one with special...

  5. Navigating Divorce, Pre and Postmarital Agreements, and Marvin Palimony with Richard Sperling

    Episode Overview: In this episode, I sit down with long-time friend and legal expert Richard Sperling, a seasoned family law attorney whose practice focuses on collaborative divorce mediation, premarital and postmarital agreements, and Marvin/palimony claims. With decades of experience in real...

  6. Planing for Seniors Healthcare Needs Before a Crisis

    In this episode of 805 Talk, I speak with Katie Wilfong, a medical social worker and senior care planning expert, to discuss one of the most critical but often overlooked parts of aging: planning for healthcare needs before a crisis hits. Drawing from a deeply personal family experience, my...

  7. Guidling Families Through Senior Care Options

    In this episode, I speak with Kelila Heller, co-founder of Assisted Living Connections, an expert who helps families place their loved ones in assisted living and other similar type communities. We talk about one of life's toughest transitions: finding the right care for an aging parent or loved...

  8. Lessons about Disaster Preparedness from a Pro

    Episode Overview In this episode we deviate from the focus on real estate and inheritance. I speak with business continuity expert David Gering of Business Resilience Solutions to discuss how individuals and businesses can prepare for disasters and disruptions. With over 15 years of experience,...

  9. Estate Planning Essentials with David Schneider

    Episode Summary: In this insightful episode, I sit down with David Schneider, a seasoned estate planning attorney, to discuss the crucial aspects of estate planning. We explore common mistakes, the importance of having a trust, and how failing to plan can cost families tens of thousands of…

    more
  10. 3 questions you should ask before buying a home in the Conejo Valley

    Honored to be interviewed by Wayne Baxter of One Capital Management. Wayne and I discuss all the benefits of buying a home in the Conejo Valley. We also discuss what is going on in the homeowners insurance market in general and in the area. If you have thoughts of buying a home in Thousand Oaks,...

  11. Simi Valley Unified Superintendent of Schools Dr. Jason Peplinski

    Simi Valley Unified Superintendent of Schools Dr. Jason Peplinski discusses the challenges the District is facing with the pandemic and budget cuts. Will we have a full return to the classroom? A hybrid model with alternating attendance days? Full distance learning? Dr. Peplinski discusses all…

    more
  12. Dina Braverman offers tips for organizing your home work space and preparing your home for sale

    As we find ourselves working from home, Dina Braverman from Organizing Concepts and Designs offers tips on best practices in organizing your home work space. Dina also helps people prepare their home for sale, whether with de-cluttering, organizing, packing and even staging! Dina's specialty is...

  13. Talk tech and working remotely with Dan Natarelli

    Technology seems to be a timely subject and this episode features specialist Dan Natarelli from MSP Pros. We cover tips for working remotely, setting up an effective workspace, security and protecting your data and network, tips for hosting an online meeting, how to set up a redundant system in...

  14. Landlord and Tenant issues during the pandemic

    Do you rent a home? Do you rent a commercial property for your business? Do you own a residential or commercial property and want to know what new rights your tenants may have and options you have during this state of emergency? Please join the conversation with Don Lanson of Manfredi Levine and...

  15. All about mindset with Jeffrey Saad

    Our mindset and beliefs are challenged every day. Jeffrey Saad has a way about him, how he thinks and acts that produces energy and enthusiasm. I'm hoping our conversation will uplift you, even if you don't feel you need it, and perhaps offer new ways to approach your day. Maybe even offer you a...

  16. Consumer and business credit - what you need to know!

    Greg Spaulding, from Turnkey Advisory, share his expertise regarding both consumer and business credit. Greg's specialty is helping business owners establish credit under their business name, to separate it from their personal business. In this episode we discuss what consumers should know steps...

  17. What is happening in the world of escrow?

    Marcine Kline and Lauren Greer of Glen Oaks Escrow give us an update on what is going on with real estate transactions from their side of their side. How can buyers and sellers best prepare themselves before opening escrow and what can they do during the escrow period. Recorded on April 10, 2020....

  18. Bob Miller, voice of the Los Angeles Kings for 44 years!

    What an amazing conversation with Bob Miller, voice of the Los Angeles Kings for 44 years. We talk about Bob's passion for broadcasting and how he started doing play-by-play during his Little League games that he played in as a child. His time growing up in Iowa and Wisconsin and doing…

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  19. Simi Valley drinking water quality Leah Segedie

    In this episode we are joined by Leah Segedie as she shares concerns over the quality of the drinking water in Simi Valley, as well as steps being taken to help improve it. Leah's website, https://www.mamavation.com/, is about empowering women through eco-wellness. This website is a wealth of...

  20. Real estate donations to charity with Juan Ros of Forum Financial

    It is well documented that there will be a great transfer of wealth as the baby boomer generation ages and passes away. There exists an amazing opportunity for non-profit organizations to keep in close touch with their donor base, and keep their eyes and ears open for planned gift opportunities....

  21. Santa Susana Field Lab with Denise Duffield

    What do we know about the Santa Susana Field Lab? It depends who you ask. In this episode I interview Denise Duffield, Associate Director of Physicians for Social Responsibility. There are a few PDFs I was not able to attach to these notes. I did offer to have Boeing part of the show and they...

  22. Greg Monterrosa and Hub 101

    Hub101 is a place for experimentation, discovery, and growth, and was created as part of Cal Lutheran University's Entrepreneurship program. Hub 101 creates a community for entrepreneurs and early stage start-ups who otherwise might be isolated in their home or other office. Featuring…

    more
  23. Our aging parents - in-home care, assisted living, estate planning, elder care issues and paying for it all.

    Please join Marc Mackenzie of Acorn Law, Susan Coert of Help Unlimited, Kelila Heller of Assisted Living Connections and I as we go in-depth on upcoming decisions we need to make for our parents as they age. Should they stay in their home? If so, should they hire an unlicensed or licensed help?…

    more
  24. The Health Podcast with Esta McIntyre and Dr. Ryan Rubin

    Two shows rolled into one! Esta McIntyre from My Health Studio in Westlake Village joins the show and shares her mission what makes her studio different from the big box gyms. Please click the following link for information about My health studio. My introduction to cryotherapy a few weeks…

    more
  25. Thousand Oaks Mayor Rob McCoy

    Can you mix politics and religion? If you are Thousand Oaks Mayor Rob McCoy you can! Please join us for a conversation with Rob where we discuss his journey to serving in public office, what it was like to be named Mayor Pro-Tem the day before the Borderline mass shooting and two days before the...

  26. All about the Reagan Presidential Library and Museum

    A special treat having as our guest spokesperson Melissa Giller from the Reagan Presidential Library and Museum. How special is it that we have a Presidential Library in our area?! Melissa discusses the differences between the Foundation, Library and Museum. How President Reagan chose this area…

    more
  27. What's it like to manage a local newspaper??

    While we are all immersed in the digital age, while print advertising has been on the decline, how can a local newspaper survive? John Loesing, managing editor of the Acorn Newspapers, describes his how his background in TV news reporting lead him across the country to our community, the value of...

  28. 100 Men Who Give a Damn - Conejo Valley

    What do you get when you put together a bunch of charitably-inclined gentlemen, hor d'oeuvres, cocktails, 3 local non-profit organizations, and over $10,000 in donations? You get the 100 Men Who Give a Damn - Conejo Valley!! Please join this conversation with Tadd Eckstrand and Jason Dawes as we...

  29. Making a movie with Travis Greer

    Ever wondered what it would be like to make a movie? Write? Direct? Produce? Be the star? Well, local talent Travis Greer discusses his first feature film, a "Rock n Roll Heart." Which, just won Best Original Screenplay for a Feature Film at The Silicon Beach Film Fest. More accolades to follow…

    more
  30. Talking foster care advocacy and support with Raising Hope founder Tami Barnett

    Raising HOPE, Inc. provides advocacy, funding and support for children and families in the foster care system and offer funding to provide for the needs of dependent youth or recently emancipated youth. They also offer a high quality mentorship program for teens and young adults. Please listen to...

  31. The Exotic Animal Training and Management Program at Moorpark College

    Did you know we have a zoo right in our own backyard, on the campus of Moorpark College? The Exotic Animal Training and Management program at Moorpark College is only of two teaching zoos in the country, and trains students from all over the world! Mara Rodriguez shares her experience working at...

  32. Getting into and paying for the college of your choice!

    I'm so happy to present Debbie Goldstein of Savvy College Funding Solutions, a Westlake Village based consultant that helps navigate the college search and application process, as well as how to qualify for scholarships and financial aid. What is a FAFSA? What if you don't fill it out correctly?...

  33. The In's and Out's of Real Estate Law with Don Lanson

    What a pleasure having Don Lanson, Real Estate Attorney at Manfredi Levine in Westlake Village, on the show! We talked about the common disputes between tenants and landlords, how to avoid liens on your home, and as 1 of 5 City Planners, Don treated us with some insight into the direction…

    more
  34. Ventura County Supervisor Bob Huber!

    Former Simi Valley City Councilmember and 8 year Simi Valley Mayor and current Ventura County Supervisor Bob Huber spends time with us sharing his early life experiences that shaped who he is and his work ethic and why he is so dedicated to serving our community.

  35. Skateboarding Hall of Fame with Todd Huber

    The Skateboarding Hall of Fame is alive and well! Founder Todd Huber takes us through his history, his founding of World Famous Skate Lab in Simi Valley, to his founding of the Skateboarding Hall of Fame and Museum. What do you do when you have a passion of skateboarding and own over 5,000 (not a...

  36. Chief Economist Leslie Appleton Young talks California Real Estate

    Leslie Appleton Young has been the Chief Economist for the California Association of Realtors for the last 35 years. In this episode she talks California Real Estate, ongoing trends, and what is needed to help spark growth in our local Ventura County real estate market.

  37. Interview with Wendy Jaffe of Conejo Deals

    Wendy Jaffe of Conejo Deals and Simi Deals talks about how she and her brother Robert started these 2 local award winning "daily deals" websites. Wendy talks about her career before starting this business, some challenges faced during the launch, how they grew from 2,000 to over 60,000…

    more
  38. Simi Valley Mayor Keith Mashburn

    Newly inaugurated Mayor of Simi Valley Keith Mashburn talks about his background of public service, his 30 years of service in the Ventura County Fire Department, Simi Valley Town Center, potholes and the budget.

  39. Cindy Rakowitz talks about Fit 4 The Cause

    Founder and CEO Cindy Rakowitz talks about Fit 4 The Cause, a Thousand Oaks based nonprofit organization that provides therapeutic exercise and nutrition education to those who cannot afford trainers or attend gyms under normal circumstances. Cindy talks about the need for their services, how she...

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ABOUT THIS SHOW

Every family faces transitions—some planned, others unexpected.On Transitions: Inheritance & Our Aging Parents, real estate advisor Jeff Landau helps families find clarity and confidence through life's biggest transitions. Each episode offers clear guidance on inherited real estate, trust administration, taxes, and preparing for what's ahead—without the guesswork or guilt.What happens to the family home? Should we sell it, rent it, or renovate? How do we balance caregiving, estate planning, and the emotional weight of inheritance?Real stories. Compassionate insights. Trusted advice.Because caring for our parents and protecting their legacy shouldn't come with confusion—it should come with understanding.Through conversations with estate planning attorneys, fiduciaries, and senior care professionals, Jeff brings clarity and compassion to the financial, emotional, and logistical realities families face.Because caring for our parents and protecting their legacy—and the family's inhe

HOSTED BY

Jeff Landau

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Frequently Asked Questions

How many episodes does Transitions: Inheritance & Our Aging Parents have?

Transitions: Inheritance & Our Aging Parents currently has 39 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is Transitions: Inheritance & Our Aging Parents about?

Every family faces transitions—some planned, others unexpected.On Transitions: Inheritance & Our Aging Parents, real estate advisor Jeff Landau helps families find clarity and confidence through life's biggest transitions. Each episode offers clear guidance on inherited real estate, trust...

How often does Transitions: Inheritance & Our Aging Parents release new episodes?

Transitions: Inheritance & Our Aging Parents has 39 episodes. Check the episode list to see recent publication dates and frequency.

Where can I listen to Transitions: Inheritance & Our Aging Parents?

You can listen to Transitions: Inheritance & Our Aging Parents 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 Transitions: Inheritance & Our Aging Parents?

Transitions: Inheritance & Our Aging Parents is created and hosted by Jeff Landau.
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