All Episodes
Passing It On: Estate Planning for Families — 237 episodes
I'm the Trustee Now — What Happens Next?
Why Estate Planning Is Really About Control
How to Shield an Inheritance from Divorce and Lawsuits
How to Leave an Inheritance to a Child with Addiction Issues (Without Making It Worse)
What Happens to Your Pets When You Die?
When Is a Will Enough — And When Do You Really Need a Trust?
Why I Won't Be Your Trustee — And Who You Should Choose Instead
Why Brides Don't Wear Their Mom's Wedding Dress — And What That Has to Do with Estate Planning in Ca
Protect Your Child's Inheritance with a Spendthrift Trust
🎙️ Should You Put a Rental Property in an LLC? Asset Protection & Estate Planning Tips
🏡 How to Put Your Home in a Living Trust (Without Refinancing It)
Will vs. Trust — What's the Best Choice for You?
What REALLY Happens If You Die Without a Trust in California?
Risk of Handwritten Wills – Lessons from Aretha Franklin's Estate
Skip Joint Tenancy: The Trust-First Way to Pass Your Home to Your Kids
Leave It to a Friend: Passing Property Outside the Family in California
Ghost Title, Real Trouble: Why Houses Left in a Grandparent's Name Blow Up in Probate
No Kids, Still Covered: Why a Living Trust Makes Sense Once You Hit Minimum Assets
Protect From Lawsuits! Top 3 Asset Protection Secrets REVEALED!
DIY vs. Pro: 3 Ways to Set Up a Living Trust
Cars, Trusts & the DMV: Keep Your Car Out of Probate
Handshake or Headache? Why Your Bank Account Belongs in a Living Trust
Skip Probate: The Smarter Way to Pass Your Home to Your Kids
One Trust, Many Beneficiaries: Splitting Your Estate the Smart Way
Deed It Right: Moving Your Home Into a Revocable Living Trust—Step by Step
Pass the Keys, Skip the Court: How a Revocable Living Trust Protects Your Home
Can You Inherit Someone Else's Debt?
Why Your Trust Might Be Useless
Estate Planning Is About Choice
Estate Planning for Non-Family Beneficiaries
Selling a Home in a Living Trust—What You Need to Know
Preventing Inheritance Fights with a Solid Estate Plan
DIY Estate Plan? Risky Move: Lawyer's Opinion
What a Beneficiary Does—and Doesn't—Do After You're Gone
Why I Don't Review LegalZoom Trusts
Keep Childrens Names OFF The Deed to Your Home
Why Your Living Trust Needs Its Own Bank Account
The Trustee Trap That Sends Families to Court
Episode Title: What Happens to a Parent's Bank Account When They Die?
Why a Joint Bank Account with Your Kid Could Backfire
Parents Refusing an Estate Plan? Here's What to Tell Them
"Just Keep Paying the Mortgage" Is a Terrible Inheritance Plan
Inheriting a Home with a Mortgage—Now What?
Who's the Client? Navigating Estate Planning with Aging Parents
The "Downsides" of a Living Trust (Spoiler: There Aren't Many)
Why Your Life Insurance Should Pay Into a Living Trust
Estate Planning Isn't a Bargain Bin Decision
Episode Title: Trusts Aren't Just for the Rich—They're for the Responsible
The Two Estate Planning Documents Everyone Needs—No Matter What
How to Set Up a Living Trust for Your Home in California
Will a Living Trust Increase Your Property Taxes in California?
Why Every Adult Needs a Power of Attorney and Healthcare Directive
Essential Estate Planning Documents Every Adult Needs
Why Keeping Your Estate Plan Updated Is Crucial
What Is an Inheritance Trust — and How Does It Work?
Estate Planning for Blended Families: Why a Will or Trust Is Essential
5 Estate Planning Mistakes to Avoid — From an Estate Planning Lawyer
Do Inheritance Taxes Affect You? Understanding Estate Tax Rules
Can One Child Buy Out Another's Inheritance?
🏡 Can an Aunt or Uncle Leave You Their Home in a Trust? Yes — and Here's Why They Should.
🏠 Inherited a Home Through a Trust? Here's What to Do Next.
📜 Wills vs. Trusts: Which One Protects Your Legacy Best?
💰 Don't Overlook This Critical Estate Planning Step!
Why Estate Planning Matters: Avoiding Probate and Protecting Your Family
Protect Your Property with Proper Estate Planning
Avoiding probate should be a key part of your estate planning strategy.
A living trust is one of the best ways to smoothly pass along a legacy.
Can you refinance a home that's inside a living trust?
Adding your child's name to your home's deed?
When somebody is either in the hospital or on hospice, estate planning can be very difficult
A revocable living trust gives you control, meaning no restrictions while alive.
A bad trustee. It is essential that the trustee follow the terms of the trust as written.
Gifting assets during your life is a powerful estate planning tool
A revocable trust means we have complete control over it while we are alive.
Probate can take a very long time.
How to protect yourself from unethical lawyers.
How Do Children Inherit Real Estate From A Trust?
You Can Put An Out Of State Business In A California Trust
Where To Keep Your Living Trust and Estate Plan?
Home With A Mortgage? Put It In A Trust
Using Beneficiaries For Estate Planning
What Happens When You Die Intestate?
Naming Guardians For Children
Important Documents For Young Families
A Trust Is A Private Not Filed With Any Government Agency
Avoiding Probate By Giving Gifts
A Power Of Attorney (POA) Is An Important Legal Document
Property Taxes Do Not Change When You Place A Home In A Trust
Probate Is A Legal Process After Death. Avoid It.
Does a bank account with a Transfer on Death (TOD) beneficiary needs to go through probate?
Why Estate Planning Is Essential For Young Families
🏡 Thinking About Gifting Your Home To Your Children?
What's the best way to find an estate planning lawyer?
Can a felon be a part of your trust? Yes.
Avoiding probate is a key goal for many people.
Legal Zoom is primarily a document preparation service.
Put mom's house inside of a trust by using a power of attorney? Maybe.
Smith sell a home that's already in a trust? Sure.
3 Ways To Leave Your Home To Your Kids
Can A Home With A Mortgage Go Inside a Living Trust?
It is important to fund a trust.
Property Taxes Do NOT Go Up If You Put Your Home In A Trust In California
When You Pass Away Without an Estate Plan
Retirement accounts cannot go inside of a trust while you are alive.
A rental property should often go inside of an LLC.
It may not be a legal requirement to notarize a trust, it is always a good idea.
If You Have A Trust, You Still Need A Will
The probate process is time-consuming and expensive, especially in California.
Does A Trust Need A Bank Account?
A Trust Should Not Be Handwritten.
a Complete Estate Plan is more than just a will or a trust.
What happens when there are co-trustees that don't agree?
Owning property means you don't need permission to decide where it goes when you die.
Keep property taxes on California investment homes low.
A business can go inside of a trust, just like a house can.
Home was owned by two people, and both died. Now what?
A trust can be funded years after it is set up.
Right of survivorship with real estate means the last person standing owns it.
Can you put an out-of-state home inside of a trust?
What if you set up an estate plan while married and then got divorced?
A trust only controls property that is inside of the trust.
Dad is on the deed to grandma's house, but dad passed away. What happens?
Can you buy out the other beneficiaries of a trust?
Most trusts do not need a credit rating.
Trusts as beneficiaries.
Putting a home inside of a trust is often as simple as signing a new deed and filing it.
A home going inside of a trust in CA is not going to affect your property taxes or your mortgage.
Cryptocurrency can go inside of a trust, just like any other type of asset.
Please don't hand write a will. It is a recipe for disaster.
Trusts are private documents. The only people entitled to see them after the pe
How to create a trust keeping children protected from divorce.
Trust are private documents, to a point. They are typically not filed with any government agency, bu
A trust is usually better than a will, for passing along real estate for four reasons. Cost, control
You might be able to transfer real estate using a power of attorney document, if that power of attor
Avoid probate with a living trust. Probate is expensive, putting property inside of trust
Inheritances are separate property, even if you live in a community property state like California.
a home with a mortgage, if it's your primary residence can go inside of a trust. This is
property inside of a revocable living trust can be used as a collateral on a loan because you have c
Life insurance is an important part of any estate plan. As part of that plan, you might wanna consid
sometimes it can be good idea to make a living trust the beneficiary of a life insurance policy beca
rental properties should typically go inside of a trust just like a primary residence. It receives t
in California, your property taxes will not be reassessed after putting your primary home i
How to title property in the name of a trust.
Where do you keep your estate planning documents?
Make sure the kids don't fight and squabble over the family home after you are gone.
Sometimes it's not responsible for kids to inherit hundreds of thousands of dollars or more.
Factors to think about when choosing a guardian for your kids.
Estate planning documents that every parent needs.
Debt cannot be inherited by somebody that never agreed to pay in the first place.
Joint ownership of property can help avoid probate, but be careful.
Trusts are private. One of the best benefits of putting property in trust is that it is not open to prying eyes
Special Needs provisions are part of the versatility of revocable living trusts.
Make sure that the kids can't sell the house or the business by using a living trust.
Three reasons not to give your house to your kids.
Make sure kids don't fight over your family home after you pass away.
Be Careful About How To Take Title On A Deed To A Property
A House With A Mortgage Can Go Inside A Trust
Do not keep your estate plan documents in a safe deposit box
Without A Trust, In Can Take 28 Months To 2 Years To Sell A Home After A Death
4 Reasons A Trust Is Better Than A Will
How To Cut Your Kids Out Of Your Estate
Three Ways To Transfer A Home To A Child
Protect Children From Creditors And Creditors With A Trust
If Your Parents Leave You Their Home, You Can Usually Take Over Their Mortgage
Funding A Trust Means Putting Things Into That Trust
A Trust Is Better Than A Will In Most Cases
Probate Is The Court Run Judge Approved Asset Distribution Program
A Home Gets Out Of A Trust By Using A Deed
Be Careful About Buying A Home With A Partner You're Not Married To
The Successor Trustee Can Take Over If You Are Incapacitated But Not Dead
A Home Gets In A Trust By Filing A Deed At The Appropriate County Office
Make A Living Trust Very Official By Getting It Notarized
The Essential Reasons To Get Real Estate Inside A Trust
A Home With A Reverse Mortgage Can Go Inside Of A Trust
A Home With A Mortgage Can Still Go Inside A Living Trust
An LLC Can Protect Your Personal Assets From Lawsuits, And They Can Go Inside A Living Trust
A Living Trust Leaves You In Control Of The Real Estate You Put Inside It.
Avoid High Capital Gains Taxes: Keep Your Kid's Name Off The Deed To The House
Beneficiary Designations: An Important Part Of Estate Planning
Living Trusts Are Flexible And Let You Add Property To Them After Setting Up The Trust
Estate Planning Is Essential For Real Estate Investors. Here's Why
The Top 4 Reasons A Home Should Go Inside A Living Trust
A Joint Tenancy With RIght Of Survivorship Usually Means The Last Person Living Completely Owns The Home
$46,000 To Put A House Through Probate? Avoid It By Using A Living Trust
Estate Planning Is Always Important, But It's Not Always Urgent.
Californians Keep Their Property Taxes LOW By Putting Their Home In A Living Trust
Avoid Costly And Expensive Probate By Using A Trust For Estate Planning
A Reverse Mortgage Doesn't Prevent Your Home From Going Inside A Living Trust
Two Spouses Can Have Separate Estate Plans, But Be Careful.
Probate Is What Happens When You Pass Away Owning Property That Is Not In A Trust. Avoid Probate.
A Mortgage Can Usually Be Paid Off And Paid Down By The Owner's Kids After The Owner Dies
What Happens When A Parent Dies With A Home In A Trust And You Are The Beneficiary?
Good Estate Planning Usually Means Keeping Your Child's Name Off The Deed To Your Home
A Will Is Not A Complete Estate Plan
Don't Let Your Parents Put Your Name On The Deed To Your House
Who Gets To See A Copy Of Your Living Trust
Don't Leave Money Directly To Your Kids When You Pass Away
Don't Buy A Home With Your Boyfriend
Every Adult Needs An Estate Plan
What If One Child Wants To Buy Their Siblings Out Of The Parents' House
If Your House Has A Mortgage On It, You STILL Own It.
TOD (Transfer On Death Beneficiaries) As A Way To Avoid Probate As Part Of A Complete Estate Plan
One Of The Great Advantages Of A Trust Is That They Are Private
Alternates In Estate Planning. They're Important
Keep The Government Out Of Your Inhertiance
The Top Three Benefits Of Putting Real Estate In A Trust
The Importance Of Alternates In An Estate Plan
The Trustee Is The Person With Legal Control Of Property In The Trust
A Trustee Has To Be Somebody That You Trust.
Why Everybody Needs An Estate Plan
A Will Is Not A Private Document. It Is Open To The Public Once It Is Filed After Your Death.
Why To Use A Trust For Homeowners
Refinance Your House, Even if it's in a Living Trust
Paying Your Paretns' Mortgage Doesn't Mean You Own Their Home
Trust Beneficiaries Get To See A Copy Of The Trust
A Living Trust Is A Private Document That Doesn't Have to Be Filed With ANY Government Agency
Being A Trustee Is A Job, And A Trustee Of A Trust Can Get Paid
Will Medicaid Take Your House After You're Gone?
Five things I would never do after watching videos about five things Other Professionals would never do
Don't Leave Estate Planning To Your Spouse After You're Gone
If you have a house on with a mortgage on it. Guess what? You still own that house.
Beware Of Using a Document Preparation Service (Like LegalZoom) To Set Up Your Estate Plan
A Trustee Has Control Over The Assets In The Trust
You can put a home that you own in another state in the trust that you create in the state that you
Who Pays The Mortgage After You Die?
Protect A Child's Inheritence From Divorce
Life Insuance Can Be A Part Of A Complete Estate Plan
Beneficiary Designations Rule The Day In Estate Planning
What Happens To Your Trust After You Die
4 Ways To Keep Your House Out Of Probate
4 Dangers Of A Do It Yourself Estate Plan
5 Ways To Avoid Probate With Good Estate Planning
When Is It Time To Get An Estate Plan?
Do Trusts Pay Taxes?
How Much Will An Estate Plan Cost?
Where To NEVER Store Your Estate Plan
How To Hire An Estate Plan Lawyer