Podcasts about Conservatorship

Estate Planning for Single Parents If you are a single parent, or know of one, you should listen to this episode to learn about the special considerations when estate planning without a spouse and with children. Contact me to discuss your particular scenario: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw *Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

Who Can Act as Trustee if You Do Not Have Children? For many people, their adult children serve as successor trustees for their trusts. However, many people do not have children. In that case, who can serve that important role? Listen to this episode to learn more! Then schedule a strategy session with me to get your estate plan in order: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw *Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

What is the best way to leave your house to your children? If you want to leave your house, there are good and not so good ways to approach it. Here is my opinion about the best way to do so. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw *Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

What happens to your pet when you pass away? If you have pets, listen to this episode! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw *Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

In this revisited episode of Beyond the Balance Sheet, Lisa Cukier joins us. She is a Partner and Executive Committee member at Burns & Levinson LLP in Boston. To start, Lisa explains why guardianships and conservatorships may be necessary for your family. Lisa then talks about what signs may appear when someone is experiencing a decline in their mental health. Finally, Lisa dives into exactly what the process looks like of going through guardianships and conservatorships. Some families can be apprehensive about the process, and there are other options. Tune in as Lisa explains why an incentive trust could be a better alternative to a typical guardianship or conservatorship.      IN THIS EPISODE:    [04:10] Lisa explains why guardianships and conservatorships are needed. Lisa then talks about what signs may appear when someone is experiencing a decline in their mental health.   [09:20] About the process of going through guardianship and conservatorship.   [15:10] How Lisa works with families who are resistant to guardianships and conservatorships.   [19:05] There's a less intrusive alternative to guardianships and conservatorships: an incentive trust.     KEY TAKEAWAYS:    Guardianships and conservatorships are typically court-appointed. To get one, you will need to file a petition in court.   There needs to be a link between a medical diagnosis and lacking the capacity to make certain decisions.   An incentive trust can be a more suitable alternative to guardianship and conservatorship.   Mental health issues will happen in every single family; it's critical to be prepared ahead of time.     LINKS MENTIONED:    Website    https://www.burnslev.com/professionals/lisa-m-cukier    Business Facebook    https://www.facebook.com/burnslev/    Business Twitter    https://twitter.com/burnslev    LinkedIn    https://www.linkedin.com/in/lisacukier/    BIO:    LISA M. CUKIER is a Partner and Executive Committee member at Burns & Levinson LLP in Boston. Her practice includes fiduciary representation, trust planning and trust dispute resolution and litigation, family crisis and family dispute resolution, sophisticated high end divorce, divorce impacted by family trusts and family business, blended family planning and litigation, mental health and addiction related legal interventions, elder law, guardianship and conservatorship litigation, grandparents visitation matters, and elder financial exploitation and undue influence matters. Previously, Ms. Cukier was assistant general counsel for the Massachusetts Department of Mental Health and Department of Mental Retardation (now DDS). As Special Assistant Attorney General at DMR, she prosecuted disabled person abuse cases for the Disabled Persons Protection Commission. She is a past president of the Massachusetts Family and Probate American Inn of Court and is presently serving on its Board of directors, is a member of the Boston Probate and Estate Planning Forum, the Boston Estate Planning Council, and the Massachusetts Association of Guardians Ad Litem. Ms. Cukier has been recognized with the Best Lawyers designation from 2010 – 2021, the SuperLawyers designation from 2005-2021, the Massachusetts Bar Association Community Service Award in 2005, a National Law Journal Trailblazer in 2017, the Women Worth Watching recognition in 2018, Top Women of Law in 2019, and sits on the WBA Women Leaders Initiative as of 2020. Ms. Cukier is a graduate of Northeastern University and Suffolk University Law School. Ms. Cukier is raising her two children in Weston Massachusetts.   

The Family Bank Have you heard about this idea? Listen to this episode to learn more about how you can set up a family bank for future generations, then contact me to discuss your particular needs: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw *Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

Estate Planning for those in Pre-Retirement and Beyond If you're interested in hearing about what kinds of things my clients are doing in an estate plan for someone who is about to retire or have already done so, this episode is for you! Contact me to schedule your free strategy session: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw *Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

Estate Planning in Your 40s What does a typical estate plan look like for someone in their 40s? Listen to learn and then schedule a free strategy session with me to discuss your estate: www.amandarochalaw.com/contact-us I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw *Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

What does a typical estate plan look like for someone in their 30s? Here is an example for the average 30-something. Contact me to get started today! Schedule a free strategy session: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw *Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

Estate Planning in your 20s Here's an example of a typical estate plan for someone in their twenties. To figure out what might work best for you, contact me for a free strategy session! www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw *Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

What kind of estate planning documents would an 18 year old need? Most 18 year olds do not have many assets of their own, but are still human beings in need of protections in case of an emergency, as their parents can no longer assist in times of need. Listen to learn about what documents are necessary for every person when they reach the age of 18. Then contact me to make sure those documents are properly drafted and cover what you intend to cover! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw *Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

A conservatorship or guardianship is a court appointed order which gives someone permission to act on behalf of an individual who can't make decisions for themselves. Guardians are kind of like carers – but their power extends to all aspects of another person's life. In most cases, guardianships are needed, and are only recommended as a last result. But what happens when they go very wrong? What happens when someone is stripped of all their rights, and it's totally legal? A Somethin' Else & Sony Music Entertainment production. Find more great podcasts from Sony Music Entertainment at sonymusic.com/podcasts To bring your brand to life in this podcast, email podcastadsales@sonymusic.com Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit podcastchoices.com/adchoices

Thanks for keeping up with the podcast and following along on this ride! I talk updates to the show as well as go on a rant about Amanda Bynes' conservatorship.Update on the direction of the podcast and my month of funemployment 0:00 - 16:50 Updates on my travel 16:51 - 20:0620:06 - Amanda Bynes

Can your spouse disinherit your children after you pass away? This is a hot topic in some of my meetings between couples who feel very strongly that their spouse should not have the power to amend anything once the first passes away. If you have children outside of your marriage, this is even more of a concern. Listen to learn more, then contact me to schedule a free strategy session to prevent this from happening to you! www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw

Amanda Bynes' parents aren't considering another conservatorship for their daughter despite her recent psychiatric episode. The trial in a lawsuit that accuses Gwyneth Paltrow of a 2016 hit-and-run skiing incident has begun. Chris Hemsworth and wife Elsa Pataky have found themselves in hot water after sharing a prank they pulled on their son's birthday. Donny Meacham joins Rob! Don't forget to vote in today's poll on Twitter at @naughtynicerob or in our Facebook group.See omnystudio.com/listener for privacy information.

What is a Probate Referee? Hint: it's not a mediator or someone hired to deal with disagreements! If you haven't gone through the probate process before, you've likely never heard of this person. Listen to this episode to learn about who they are and why they are assigned to probate matters. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw *Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

  The Friday Five for March 17, 2023: The first Medicare inflation rebate drug list; possible legislation coming for PBMs; February CPI, bank failures, and interest rates; Mint Mobile; and Meta's “Year of Efficiency.”   Gain Access to The Ritter Platform, Medicare Quote Engine, and More Tools for Insurance Agents   Follow Us on Social!   Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ and Instagram, https://www.instagram.com/thesarahjrueppel/ Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Resources:   2023 State of the Senior Market: In Review: https://agentsurvivalguide.podbean.com/e/2023-state-of-the-senior-market-in-review/ Annuities vs. 401(k)s: Examining Differences That Can Matter to Clients: https://agentsurvivalguide.podbean.com/e/annuities-vs-401ks-examining-differences-that-can-matter-to-clients/ Helping Medicare Clients Who Have Powers of Attorney or Conservatorships: https://agentsurvivalguide.podbean.com/e/helping-medicare-clients-who-have-powers-of-attorney-or-conservatorships/ Medicare Solvency, Connecting with Medicaid Beneficiaries, & More: https://agentsurvivalguide.podbean.com/e/medicare-solvency-connecting-with-medicaid-beneficiaries-more/ The Power of Listening & Laughter: https://agentsurvivalguide.podbean.com/e/the-power-of-listening-laughter-monday-motivation/   References:   Explaining the Prescription Drug Provisions in the Inflation Reduction Act: https://www.kff.org/medicare/issue-brief/explaining-the-prescription-drug-provisions-in-the-inflation-reduction-act/#bullet02 Fact Sheet: Medicare Prescription Drug Inflation Rebate Program Initial Guidance: https://www.cms.gov/files/document/inflation-rebate-fact-sheet-february-2023.pdf FACT SHEET: Seniors Across the Country Are Saving Millions of Dollars in Health Care Costs Because of President Biden's Prescription Drug Law: https://www.whitehouse.gov/briefing-room/statements-releases/2023/03/15/fact-sheet-seniors-across-the-country-are-saving-millions-of-dollars-in-health-care-costs-because-of-president-bidens-prescription-drug-law/ Inflation Reduction Act Tamps Down on Prescription Drug Price Increases Above Inflation: https://www.hhs.gov/about/news/2023/03/15/inflation-reduction-act-tamps-down-prescription-drug-price-increases-above-inflation.html Is My Money Safe?: https://www.aarp.org/money/investing/info-2023/fdic-and-more-insurance-faqs.html Meta gives up on NFTs for Facebook and Instagram: https://www.theverge.com/2023/3/13/23638572/instagram-nft-meta-facebook-quits-digital-collectibles Meta is cutting its Reels Play bonus program on Instagram and Facebook: https://www.theverge.com/2023/3/9/23633249/meta-ends-reels-play-bonus-instagram-facebook Meta is laying off 10,000 more employees in a series of cuts: https://www.theverge.com/2023/3/14/23629726/meta-layoffs-mark-zuckerberg-facebook-tech-recruiting Novo Nordisk to slash U.S. insulin prices by up to 75%, following move by Eli Lilly: https://www.cnbc.com/2023/03/14/novo-nordisk-to-slash-us-insulin-prices-by-up-to-75percent-after-eli-lilly.html PBMs face scrutiny as House committee opens investigation: https://www.benefitspro.com/2023/03/14/pbms-face-scrutiny-as-house-committee-opens-investigation Something broke, but the Fed is still expected to go through with rate hikes: https://www.cnbc.com/2023/03/13/something-broke-but-the-fed-is-still-expected-to-go-through-with-rate-hikes.html T-Mobile buys Ryan Reynolds' Mint Mobile in a $1.35 billion deal: https://www.npr.org/2023/03/15/1163743380/t-mobile-buys-mint-mobile-ryan-reynolds T-Mobile to Buy Low-Cost Carrier Mint Mobile: https://www.nytimes.com/2023/03/16/business/ryan-reynolds-mint-t-mobile.html ‘That's how capitalism works,' Biden says of SVB, Signature Bank investors who lost money in failed banks: https://www.cnbc.com/2023/03/13/thats-how-capitalism-works-biden-says-of-svb-signature-bank-investors-who-lost-money-in-failed-banks.html The Ambies 2023 Winners & Nominees: https://www.ambies.com/2023-winners The forgotten rescue plan that could prevent another SVB-like collapse: https://www.cnn.com/2023/03/15/investing/premarket-stocks-trading/index.html US inflation eases but stays high, putting Fed in tough spot: https://apnews.com/article/inflation-federal-reserve-interest-rates-banks-economy-40c98d52a8bc71e21a228ed5c1cbde86

How can you protect your special needs child? One important thing to do is to ensure that you are setting them up for assistance and not accidentally harming them with their inheritance. Listen to this episode to learn more about special needs trusts. Then contact me to discuss your specific situation: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw *Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

Who Has a Right to See a Trust? If you create a trust or if a loved one has a trust, who has a right to see it? One thing it always true, if a Judge orders you to produce a copy, you must. Outside of a courtroom, does anyone else have that right? Contact me with questions about this or to set up a trust for yourself to avoid probate and ensure that your assets are passed along to your loved ones. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw *Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

Should your Life Insurance list your Trust as a Beneficiary? If you have a trust, should you change the beneficiary of your life insurance policy? Listen to learn more. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw *Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

  The Friday Five for March 10, 2023: Biden's got a solution for Medicare solvency, how agents can help Medicaid beneficiaries losing SNAP benefits, Life Insurance numbers and free marketing resources, spring coffee menus from Starbucks and Dunkin', and a huge THANK YOU to State of the Senior Market attendees.    Have questions or suggestions? Email us at ASGPodcast@RitterIM.com   Follow Us on Social!   Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ and Instagram, https://www.instagram.com/thesarahjrueppel/ Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Resources:   3 Email Marketing Campaigns Insurance Agents Should Be Sending: https://agentsurvivalguide.podbean.com/e/3-email-marketing-campaigns-insurance-agents-should-be-sending/ Everything You Get With Your Ritter Registration: https://agentsurvivalguide.podbean.com/e/everything-you-get-with-your-ritter-registration/ Helping Medicare Clients Who Have Powers of Attorney or Conservatorships: https://agentsurvivalguide.podbean.com/e/helping-medicare-clients-who-have-powers-of-attorney-or-conservatorships/ Photo Capture & Editing Apps: https://agentsurvivalguide.podbean.com/e/agent-apps-photo-capture-editing-apps/ The Power of Listening & Laughter: https://agentsurvivalguide.podbean.com/e/the-power-of-listening-laughter-monday-motivation/   References:   3 Email Marketing Campaigns Insurance Agents Should Be Sending: https://agentsurvivalguide.podbean.com/e/3-email-marketing-campaigns-insurance-agents-should-be-sending/ Dunkin' Doubles Down on Chocolate with Caramel: https://news.dunkindonuts.com/news/spring-menu-2023 Everything You Get With Your Ritter Registration: https://agentsurvivalguide.podbean.com/e/everything-you-get-with-your-ritter-registration/ Helping Medicare Clients Who Have Powers of Attorney or Conservatorships: https://agentsurvivalguide.podbean.com/e/helping-medicare-clients-who-have-powers-of-attorney-or-conservatorships/ Photo Capture & Editing Apps: https://agentsurvivalguide.podbean.com/e/agent-apps-photo-capture-editing-apps/ Starbucks Springs into the Season with New Cinnamon Caramel Cream Nitro Cold Brew: https://stories.starbucks.com/press/2023/starbucks-springs-into-the-season-with-new-cinnamon-caramel-cream-nitro-cold-brew/ The Power of Listening & Laughter: https://agentsurvivalguide.podbean.com/e/the-power-of-listening-laughter-monday-motivation/

  You assist your clients with a lot, but you can't do everything for them. At a certain point clients may be unable to make major life decisions. Learn all about power of attorney and conservatorships and how to navigate those interactions as an insurance agent. Read the text version   Get on the Ritter Platform by Registering with Ritter: https://www.ritterim.com/agent-tools/the-ritter-platform/   Follow Us on Social!   Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ and Instagram, https://www.instagram.com/thesarahjrueppel/ Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Resources:   3 Email Marketing Campaigns Insurance Agents Should Be Sending: https://agentsurvivalguide.podbean.com/e/3-email-marketing-campaigns-insurance-agents-should-be-sending/ Everything You Get With Your Ritter Registration: https://agentsurvivalguide.podbean.com/e/everything-you-get-with-your-ritter-registration/ Ritter Can Help You Stay in Touch with Your Clients: https://agentsurvivalguide.podbean.com/e/ritter-can-help-you-stay-in-touch-with-your-clients-1671024716/ Senior Speak: Talking to Medicare Clients Age & Older: https://agentsurvivalguide.podbean.com/e/senior-speak-talking-to-medicare-clients-age-65-older/   References:   Authorization to Disclose Personal Health Information Form PDF: https://www.cms.gov/Medicare/CMS-Forms/CMS-Forms/Downloads/CMS10106.pdf Britney Spears's conservatorship terminated after nearly 14 years: https://www.theguardian.com/music/2021/nov/12/britney-spears-conservatorship-terminated Cases of Financial Exploitation, Neglect, and Abuse of Seniors: https://www.gao.gov/assets/gao-10-1046-highlights.pdf Conservatorship and Guardianship: https://www.caregiver.org/resource/conservatorship-and-guardianship/ Guardianship and Conservatorship FAQs: https://www.lawhelp.org/dc/resource/guardianship-and-conservatorship-frequently-a National Center on Elder Abuse Research, Statistics and Data: https://ncea.acl.gov/What-We-Do/Research/Statistics-and-Data.aspx#prevalence Power of Attorney: https://www.americanbar.org/groups/real_property_trust_estate/resources/estate_planning/power_of_attorney/ Power of Attorney is Not Enough for Medicare: https://www.sjslawpc.com/2020/08/25/power-of-attorney-is-not-enough-for-medicare/ Rules and Model Language for “Proof of Representation” vs. “Consent to Release” for Medicare Secondary Payer Liability Insurance (Including Self-Insurance), No-Fault Insurance, or Workers' Compensation: https://www.cms.gov/files/document/por-vs-ctrpdf Using a Power of Attorney to Enroll a Beneficiary in a Medicare Drug Plan: https://attorney.elderlawanswers.com/using-a-power-of-attorney-to-enroll-a-beneficiary-in-a-medicare-drug-plan-6414 What is a Conservatorship? https://attorney.elderlawanswers.com/using-a-power-of-attorney-to-enroll-a-beneficiary-in-a-medicare-drug-plan-6414 What is a medical power of attorney? https://www.freewill.com/learn/what-is-a-medical-power-of-attorney What is a Representative Payee and Who Can Become One? https://www.ncoa.org/article/what-is-a-representative-payee-and-who-can-become-one

Do you Need a Trust and an LLC? If you own a business or investment properties, which do you need? Listen to learn about whether you need both and if so, how they work together. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw *Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

Small Business Owners: Do you need to include your business in your estate plan? You may have heard about business succession planning, but did you know that your personal estate plan may need to include permissions for someone to wrap up your business or transfer it should something happen to you? Listen to learn more! I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw *Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

Will your Daughter in Law or Son in Law inherit from you? If you are concerned about your child's spouse getting an unintentional inheritance from you, listen to this episode to learn more. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw *Attorney advertising. For educational purposes; no guarantees are made with this video or text.

Do you have AirBnBs or Rentals? If so, this is for you. Besides limiting liability for yourself, have you factored in what happens when you become incapacitated or pass away? What about avoiding probate? Listen to learn more. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw *Attorney advertising. For educational purposes; no guarantees are made with this video or text.

Avoiding Probate Without a Trust Is it possible to avoid probate without having a trust? If so, what are the tools needed to do this? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw *Attorney advertising. For educational purposes; no guarantees are made with this video or text.

We're joined by Symone R. White, Attorney at Law and owner of Legal Legacy Advisors. Symone practices law in the areas of estate planning, wills, trusts, and guardianship. We talked about what estate planning really means and why it's important. We also discuss the need for a will and why having a trust is smart for business owners. https://www.legallegacyadvisorspllc.com/https://www.facebook.com/LegalLegacyAdvisors https://www.instagram.com/legallegacyadvisors/https://www.instagram.com/_thelegacyadvisor_/https://www.kingscanmoveon.com/Buzzsprout - Let's get your podcast launched! Start for FREEDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

The issue that most often drags appeals back into more litigation is attorney fee and costs. What happens when, while focusing on the appeal, the prevailing party gets a substantial award of fees and costs?Do you have to separately appeal from the fees and costs award? (Yes…usually.)How can you stay enforcement of the fees and costs award? (Fee & cost awards are stayed automatically…sometimes.)If you win the underlying appeal, what happens to the fees and costs award? (It goes away automatically…in theory.)We discuss these questions and more in this nuts-and-bolts episode of the California Appellate Law Podcast.Appellate Specialist Jeff Lewis' biography, LinkedIn profile, and Twitter feed.Appellate Specialist Tim Kowal's biography, LinkedIn profile, Twitter feed, and YouTube page.Sign up for Not To Be Published, Tim Kowal's weekly legal update, or view his blog of recent cases.Use this link to get a 25% lifetime discount on Casetext.Other items discussed in the episode:No, Minute Orders Do Not Have to Be Signed to Be AppealableAmendments to Judgment During Appeal Reversed for Violating Appellate StaySLAPP Fee Awards Are Automatically Stayed on Appeal: My Article in Cal. LitigationStriking Back Against Anti-SLAPPs: Three Tips for Opposing Anti-SLAPPsWhat happens to a fee award after the judgment is reversed? Try a stipulated reversal.Conservatorship of McQueen (2014) 59 Cal.4th 602Travis v. Brand (Jan. 30, 2023, S268480)LA Superior Court offers incentives for court reportersSecond District to close courtroom for upgradesVideos from this episode will be posted at Tim Kowal's YouTube channel.

"This week, we speak with author Dewar MacLeod about his new book, Tommy, Trauma, and Postwar Youth Culture."

"This week, we will have a discussion with author Richard Aquila about his new book Rock and Roll in Kennedys America. A Cultural History of the Early 1960s."

Ever since my mother died, I wondered what would have happened if I would have demanded a financial conservatorship. How do you get one? Do you need a lawyer? Does it work? In this episode, we find out what it does to a victim who is in deep with her scumbag scammer.***Please consider a onetime donation to keep this podcast going. It's just me and it's expensive.  Send donations https://paypal.me/Scamfighter.

Do you need a trust if you have a mobile or modular home? Even if your home is not a probate asset, is a trust still a good idea? Listen to learn about why you should or shouldn't have a trust in this scenario. I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw *Attorney advertising. For educational purposes; no guarantees are made with this video or text.

Do modular and mobile homes count as probate assets? Not all modular and mobile homes are treated equally, so listen to find out if probate will be an issue. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw *Attorney advertising. For educational purposes; no guarantees are made with this video or text.

"A friend of the show, author James Campion is back to discuss his latest book, Take a Sad Song. It is an in depth discussion and view of The Beatles Hey Jude. We will talk about the song and his findings."

How do you transfer property when probate is not necessary? If you are dealing with a small estate, probate will not be an option for retrieving property, but there are still things to do. Listen to learn about a few tools to use when you are in this situation. www.amandarochalaw.com/contact-us https://www.courts.ca.gov/documents/Affidavit_personal_property.pdf -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I'd appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate -- Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you've come to the right place. Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between. -- Instagram = https://www.instagram.com/amandarochalaw Facebook = https://www.facebook.com/amandarochalaw *Attorney advertising. For educational purposes; no guarantees are made with this video or text.