All Episodes
Estate Planning: Beyond the Binder — 28 episodes
The "Sandwich Generation" Crisis (Audio)
The "Sandwich Generation" Crisis (Video)
DIY Estate Planning - Why This Can Be a Nightmare for Californians (Audio)
DIY Estate Planning - Why This Can Be a Nightmare for Californians (Video)
Estate Planning for Unmarried Partners in California (Video)
Estate Planning for Unmarried Partners in California (Audio)
The Estate Planning Legal Checklist Parents Forget Before College
Life Insurance & Estate Planning: How They Work Together
Retirement Accounts & Estate Planning: What Families Need to Know
Retirement Accounts & Estate Planning: What Families Need to Know (Video)
Vacation Homes & Out-of-State Property: Avoiding Multi-State Probate (Video)
Vacation Homes & Out-of-State Property: Avoiding Multi-State Probate
Digital Assets in Estate Planning: Protecting Your Online Life
Planning for Incapacity: Powers of Attorney and Health Care Directives Explained (Video)
Planning for Incapacity: Powers of Attorney and Health Care Directives Explained
Business Succession Planning: Passing the Torch the Right Way
Estate Planning During Divorce: What You Need to Know
Special Needs Trusts: Protecting a Loved One Without Jeopardizing Benefits
What Happens If You Die Without an Estate Plan in California
Blended Families, Second Marriages & Your Estate Plan
Medi-Cal Planning in California: How to Protect Your Home and Stay Eligible for Care
Who Do You Trust? Picking the Right People for Your Estate Plan
Estate Planning Myths That Can Cost Your Family Thousands
The Hidden Risks of Putting Your Kids on the Title
When to Update Your Estate Plan
Dynasty Trusts: Protecting Your Heirs for Generations
What’s Next After Setting Up the Binder
Estate Planning 101 — The Binder & Child Protection Planning