All Episodes
Savvy Estate Planning — 165 episodes
Why Do BUSINESS OWNERS Need a Living Trust?
Why Parents and Homeowners NEED a Living Trust!
Retiring in California vs Retiring in Texas
Long Term Care Awareness: Planning for Care, Costs, and Control
How to Retire & Support Your children
Estate Planning for a $50 Million Estate
Who Needs a Living Trust?
If Someone Dies with DEBT... Who Pays It?
Estate Planning for $15M Estate
Oil and Gas Investing Explained! Tax Benefits for High Earners
Before Selling or Merging a Law Practice in California... Watch THIS!
Asset Protection and the Corporate Veil
How to Keep Assets Private & PROTECT them from Creditors
Income Tax is a Hidden DEATH Tax!
Retiring in California: How Does it Work and Is it for You?
How to put REAL ESTATE and BANK ACCOUNTS in a Living Trust!
Estate Planning for Homeowners With PROP 19: Some GOOD News
Income Tax Reduction Strategies for Professionals & 1099 Earners
How to Pass on Real Estate Under Prop 19
Home & Family Farm Owners: CA PROP 19 Strategies to SAVE Prop 13 Tax Caps
Millennials & Their Families: HOT Estate Planning Topics
Top Seven Estate Planning Strategies to GUARD Family Harmony
Inheritance STRATEGIES for Your Wealthy Children
Inheritance Planning? Are YOU Ready to Inherit?
Selling or Merging a Law Practice in California
Can Income Tax Planning Lower Your Income Taxes?
Building a Sellable Law Firm!
Estate Tax Exemption Sunset 2026: Portability and IDGT Explained
How to Buy Out a Sibling and Avoid Prop 19 Reassessment!
Income Tax Reduction Strategies for Professionals & 1099 Earners
Medi-Cal Changes in 2026: Plan Before It’s Too Late
Maximize Charitable Giving and Cut Taxes!
The Hidden Tax Break in U.S. Energy
Retiring Abroad vs Retiring in California!
Estate Planning for a $1 Million Dollar Estate
Get Your Will, Trust and Business in Order: New Year, New Plan
How ADUs and Prop 19 Work Together for Estate Lawyers
How Long does Probate Take?... a LONG Time!
Dying Without a Will EXPLAINED!
Prop 19 Loopholes! How to Keep Low Prop 13 Taxes
95% Tax on Inherited IRAs and How to AVOID it!
What Happens to Real Estate Without Planning?
CA Prop 19: REAL EXAMPLES of Impacts on Property Taxes!
Financial Success in 2026: Economic Trends Insights
Estate Planning for Second Marriages in California
TYPES OF TRUSTS: Irrevocable vs Revocable Trusts?
What is Power of Attorney? Why are there so many?
How do Attorneys Charge?
Retiring in California: Financial Planning & RMD Strategies
Insider Tips for Financial Freedom
Revocable Living Trust: Why You NEED One
How to set up a charitable trust!
What Homeowners Should Know about Prop 19
Small Business Lawyer: Do You NEED One?
10 Mistakes Business Owners Make
The LLC Advantage: Liability Protection!
A Secret Weapon Against Taxes and Creditor Threats...Trusts!
What is Probate? Unmask the Hidden Threat to Your Estate!
Revocable Trusts for Families, Pets & Special Needs
Inside A Legal Consult! What Happens When You Meet a Lawyer?
Irrevocable Trusts for Asset Protection (with examples)!
The Big Beautiful Bill EXPLAINED!
California Retirement Pitfalls to LOOK OUT For!
Remarried? Blended Family? CRITICAL Estate Planning Issues
Capital Gains is a HIDDEN Death Tax!
Build Back Better TAX PLANNING 62.1% Tax Rate!
Hidden Taxes When You Inherit
Difference between a Trust and a Will!
Do you have a GOOD Living Trust?
Family Estate Plan MEETING: CA PROP 19 Inheritance Tips
Inheritance STRATEGIES for Your Wealthy Children
ANALYSIS for Estate, Financial Planning 2021: New Laws in CA
Strategic Financial & Estate CHOICES at Age 60, 70, or 80: Retirement
Hiring Caregivers for Parents in CA: BEWARE Liability, Risk
Community Property VS Separate Property? - Estate Problems
Will My Spouse and Kids Inherit Everything?
What to do with Real Estate in a Living Trust?
Why should you RETIRE in California?
How to CUT Your Tax Bill When Selling Real Property
Why RETIRING IN CALIFORNIA May Actually Be a Smart Idea
Is Adding Your Child to Your Title a Bad Idea?
Don't Get Trapped: Spotting the Signs of a BAD Living Trust
RETHINK Your California Retirement Planning Strategy
How to Screw Up an Estate: Will and Trust Disasters
Top 10 MISTAKES Handling Aging Parents’ Affairs: Estate Planning Tips!
PROTECT a Child’s INHERITANCE from Future Ex-Spouse: Estate Planning Tips!
What is an AB Trust?
5 Top Strategies to AVOID Death Taxes
Prop 13 California: How it Benefits us Today
Advanced Strategies to Lower YOUR Income Taxes: Tax Tips!
How to Buy Out Sibling & PRESERVE Prop 13 if Parents Pass: Prop 19
CA PROP 19 LEGAL STRATEGIES: Preserve CA Prop 13 Estate Planning
ADVANCED Tax Strategies-- Successes & Catastrophes
LEAVE California to Retire? Is the Grass Really Greener? TIP
Savvy Estate Planning: Avoid the Top 10 MISTAKES
Joint vs Separate Living Trust: What’s Right for YOU
Savvy Estate Planning: Avoid the Top 10 MISTAKES
What Do I Do If I SUDDENLY Become a Successor Trustee?
Special Needs Trusts: A Lifeline for Your Loved One's Future
Multi-Generational Estate Planning: LONG-TERM TIPS
What is Estate Planning? Avoid Probate, Save Taxes & Protect Your Legacy
How Do Trusts WORK?
Real Estate Investing... NOT in California!
Selling a Family Business? Don’t Ignore Tax Issues!
What NOT to Put in Your Living Trust
How Can Successor Trustees Get PAID?
How to Best Own Investment Real Estate: LLCs, Joint Tenancy, Trusts?
What is a Living Trust? Living Trusts EXPLAINED
Strategies to Help Your Child BUY A HOME: Gift, Title, Will & Trust
Gifting Money to Family: Savvy Estate Planning
How Wealthy People Structure Estates to Reduce Taxes
CA Prop 19 URGENT Property Owner Actions: Save Your Prop 13!
How to Avoid and Defer Capital Gains Tax
Do Your Adult Children Know WHAT TO DO When You Die?
How to PREPARE Financially for the Death of a Spouse
Navigating PROBATE from JUDGE'S PERSPECTIVE: Estate Planning
ADVANCED Estate Planning for High Net Worth Families: Tax Tips
Donor Advised Funds vs Private Foundations
Asset Protection in CA: NEW ERA in PRPs, Homestead Exemption
When Should You Have a Comprehensive Financial Plan?
Taxes be GONE: Charitable Trusts, Giving in Estate Planning
2026 Estate Tax Exemption Sunset: Opportunities and Risks for Your Estate Plan
What If My Spouse Remarries? Protecting Your Kids After You’re Gone
When and How to PROBATE Real Estate Properties in California!
Trust Administration Attorney: What is it and Do You REALLY Need an Expert?
Estate Planning Documents CRITICAL By 55 - Avoid Squabbles
AB Trusts: The Good, The Bad, and The Ugly
How to Leave Your Kids a Fortune Without Ruining Their Lives!
What is a Trust Protector and Do I NEED One? Estate Planning Tips
Trustees AT RISK – How to Avoid Being Sued or Even Jailed
Uncover Hidden Traps in Your Living Trust: Virtual WORKSHOP!
Passive Income Streams: Thinking beyond real estate
Prop 19 California: What is it?
Oil and Gas Investing is A Tax Mitigation Strategy
Business Owners: KEY Estate & Tax Planning Issues
Hidden Legal TRAPS for California Residential Rental Landlords: Real Estate Tips
Dying WITHOUT a Will: Intestate Succession California
What is the cost of probate in California?
What to DO with Real Estate After Somebody Dies?
Roles of People Named in a Trust: Trustees, Beneficiaries, & More
Independent Trustee: Should you have one for your Living Trust?
What Will Updating a Living Trust Cost and WHY?
Dynasty Trusts: Not Just for the Super Rich!
Funding a Living Trust: 5 Ways!
How to ADMINISTER a Trust After Loved One Dies: Step-by-Step Guide
What HAPPENS in a Trust After Death or Incapacity?
Trust Administration Checklist CALIFORNIA
Using an LLC for Real Estate Investing: The Ultimate Guide
LLC vs Corporation: Which Is BEST for My Business?
Why & HOW to Use an LLC for Real Estate Investing in CA
The True Cost of RETIRING in California: What You Need To Know
FUNDAMENTALS to Get Started on a Living Trust: Estate Tips!
Prop 19 Loopholes: Setting Your Family Up for Prop 13 Success
Probate Process From Start To Finish
Estate Planning for Widows & Widowers: When Your Spouse Dies
Right and Wrong Things to Do When You INHERIT Money
Retiring in California: Pros and Cons
The Top Ten Estate Planning MISTAKES: Avoid Disaster! Tips
Living Trust COST and WHY?
California Probate: Costs, Navigation, and Probate Alternatives
Settling a Trust After Death: Dissolving a Trust!
What to DO with Real Estate After Somebody Dies?
Difference between a Trust and a Will!
Why You Shouldn’t Add Your Child to Your Title on Your House
How Much Does a Living Trust Cost in 2025?