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Bill hosts this weekly show to discuss all things probate real estate.Bill's Website: http://thelaprobateexpert.com/Join Probate Weekly live: https://www.eventbrite.com/e/probate-weekly-tickets-67396261031
Send us a textReady to break free from the myth that you can't find great real estate deals in today's market? In this milestone episode celebrating one million podcast downloads, Dwan Bent-Twyford shatters common misconceptions about real estate investing that keep most people stuck on the sidelines.The truth? Foreclosures, divorces, bankruptcies, and probates happen every single day regardless of market conditions. While everyone else is obsessing over interest rates and housing prices, savvy investors are quietly making fortunes by focusing on distressed properties that operate in a completely different ecosystem from retail real estate.Discover why banks lose 40% of a property's value the moment they file foreclosure paperwork, and how understanding this reality creates opportunities for short sales in any market. Learn the shocking statistic that 75% of bankruptcy filings happen within just three days of a foreclosure sale date - creating a goldmine of opportunity most investors completely overlook.Dwan shares creative strategies for finding deals including using Facebook to locate homeowners in foreclosure, placing strategic flyers in community spaces, and her time-tested "FedUp with Foreclosures" package that positions you as a problem-solver rather than just another investor. By putting on your "investor goggles" and focusing on helping people through difficult transitions, you'll find profitable opportunities hiding in plain sight.As Dwan celebrates her 66th birthday and embraces her motto "Time to thrive in '25," she challenges you to stop listening to market pessimists and start taking action today. Remember: when you put people before profits, the financial rewards naturally follow. Thanks again for listening. Don't forget to subscribe, share, and leave a FIVE-STAR review.Head to Dwanderful right now to claim your free real estate investing kit. And follow:http://www.Dwanderful.comhttp://www.facebook.com/Dwanderfulhttp://www.Instagram.com/Dwanderful http://www.youtube.com/DwanderfulRealEstateInvestingChannelMake it a Dwanderful Day!
Grandparents Raising Grandchildren: Nurturing Through Adversity
Are you a grandparent wondering why every homeowner—especially those raising their grandchildren—needs a living trust? Are you concerned about ensuring your legacy is passed down without complications? Discover crucial insights into estate planning from the expert himself.I'm Laura Brazan, and in today's episode of 'Grandparents Raising Grandchildren: Nurturing Through Adversity,' we're joined by Oscar Vasquez, a seasoned real estate professional with over 28 years of experience. Oscar sheds light on why a living trust can save time, money, and stress, securing a bright future for your grandchildren. With 68% of Americans lacking a valid will or estate plan, this conversation is vital for grandparents committed to leaving a lasting legacy.Tune in as we discuss the intricacies of legal, financial, and emotional support, explore the importance of comprehensive living trusts, and share real-life stories showcasing the difference these trusts make. Learn actionable strategies to protect your assets and provide for your loved ones.For more information please visit Estate Prep Doc. Call toll free 1-805-909-4689 for general information or call Oscar directly at 1-805-290-6044.Together, let's navigate the complexities of kinship care, ensuring that our dreams for our grandSend us a textHello! Thank you for creating this podcast. It is a blessing to my life in this season
Are you struggling with real estate lead generation in 2025? Stop wasting time on unmotivated sellers! In this video, we'll break down how to get probate leads and find distressed sellers—the two biggest sources of sellers who must sell their properties.Here's what you'll learn:✅ How to get probate leads for real estate—and why they're an untapped goldmine.✅ The best ways to find distressed sellers before your competition.✅ Why probate real estate lead generation is a game-changer for agents in 2025.If you want consistent seller leads without fighting over overpriced listings, probate and distressed properties are the way to go.Subscribe for more real estate lead generation strategies that actually work!
Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
In this video, learn powerful prospecting techniques, effective lead generation strategies, and how to master probate and estate planning to grow your real estate business. From skip tracing tips to handling foreclosure scenarios, discover insights and actionable steps from industry experts.
Tune into our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure and Aged Expired niches!Today's episode of the All The Leads Mastermind podcast dives into an open forum-style discussion focused on relationship-building, prospecting, and systems optimization for probate and pre-probate leads. Community members bring to the table real-world challenges and creative solutions, including how to approach estate planning attorneys, offer value to past clients, and leverage personal planning—like setting up your own living trust—as a networking tool.The episode highlights the strategy of “seesawing” between client and attorney outreach to create mutually beneficial relationships. It also explores how agents can refresh and revisit older leads—even those from years ago—with surprising success, especially when there's minimal competition and high motivation from the prospect's side.Bruce discusses updates to the Probate Mastery certification course, emphasizing a newly expanded training format with 30–40+ hours of content and the upcoming launch of free weekly Probate Foundations classes. Meanwhile, listeners share best practices for team calling sessions, utilizing click-to-dial features, and maintaining consistent follow-up.The group also discusses compliance risks around cold emailing and the importance of securing opt-in communication permissions to remain legally sound under CAN-SPAM regulations. The episode wraps up with standout success stories from the community, including a new lead with nine properties and several recent closings, showcasing how consistent action and education pay off in the probate niche.Previous episodes: AllTheLeads.com/probate-mastermindInterested in Leads? AllTheLeads.comJoin Future Episodes Live in the All The Leads Facebook Mastermind Group: https://facebook.com/groups/alltheleadsmastermindBe sure to check out our full Mastermind Q&A Playlist Support the show
In another example of how Nevada needs to catch up to the rest of the country, there's a little-known law that lets nearly anyone sell the home of a deceased person who doesn't leave behind a will.
A Will will Not Keep You Out of Probate. Need estate planning or probate help? Click to set up your free consultation - https://cmslawfirm.com
What is probate and why do people want to avoid it? Need estate planning or probate help? Click to set up your free consultation - https://cmslawfirm.com
Will your taxes go up? Stay the same? Go down, even? Jeffrey Levine is Chief Planning Officer at Focus Partners, Professor of Practice in Taxation at the American College of Financial Services, and the Lead Financial Planning Nerd at Kitces.com. In other words, he's one of the savviest tax minds in the country. Jeff returns to the show today on Your Money, Your Wealth® podcast number 524 with Joe Anderson, CFP® and Big Al Clopine, CPA, with his thoughts on what will happen to taxes under the new administration, saving for retirement in a Roth IRA vs. a traditional IRA, managing inherited retirement accounts, and the future viability of Social Security. Plus, what should you do with required minimum distributions when you don't need the money to live on? How do you calculate the maximum amount you should convert from your retirement account to a tax-free Roth account, and how much should you convert - or not - to keep RMDs under control? Finally, how can minor beneficiaries avoid probate? Free financial resources & episode transcript: https://bit.ly/ymyw-524 LIMITED TIME SPECIAL OFFER: DOWNLOAD The DIY Retirement Guide by Friday April 11, 2025! WATCH Take Control of Your Retirement Plan on YMYW TV ASK Joe & Big Al for your Retirement Spitball Analysis SCHEDULE your Free Financial Assessment SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 01:05 - Will These Historic Low Tax Rates Be Extended? Insight from Jeff Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™, MSA 19:54 - Make These 3 Investments for a Happy Retirement and Watch Take Control of Your Retirement Plan on YMYW TV 21:06 - What to Do With Required Minimum Distributions When You Don't Need the Money to Live On? (Judi, San Diego) 24:40 - How Much NOT to Convert to Roth to Keep RMDs Under Control? (DH from SoCal) 32:26 - LIMITED TIME SPECIAL OFFER: Download the DIY Retirement Guide by Friday, April 11, 2025! 33:39 - How to Calculate How Much Roth Conversion I Should Do? (Joe, voice) 38:42 - How Can I Reduce My Required Minimum Distributions? (Joel, CA) 40:18 - How Can Minor Beneficiaries Avoid Probate? (Esther, San Francisco) 46:04 - YMYW Podcast Outro
Bill hosts this weekly show to discuss all things probate real estate.Bill's Website: http://thelaprobateexpert.com/Join Probate Weekly live: https://www.eventbrite.com/e/probate-weekly-tickets-67396261031
Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
Unlock the top strategies for thriving in probate real estate! From building powerful habits to mastering LinkedIn for lead generation, discover how to call, text, and connect with attorneys and prospects like a pro. Don't miss out on Bruce's insights into dialing, voicemail scripts, and more. Watch now to supercharge your probate business!
Tune into our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure and Aged Expired niches!Today's episode of the All The Leads Mastermind podcast kicks off with a discussion on how AI tools in real estate can streamline communication across multiple channels. ATL aims to offer real estate professionals a user-friendly, multi-channel AI solution with minimal latency and natural conversation flow, while also eliminating high upfront costs by negotiating bulk deals with providers and reselling access at a lower entry point. The goal is to offer a comprehensive, legally compliant tool that integrates with existing systems, supports all lead types, and evolves with user feedback to improve over time. The episode also features guest Cameron, who shares his transition from wholesaling to specializing in probate leads. He offers practical strategies for working with attorneys, building trust, and closing deals in this niche space through effective targeted outreach. Additionally, the hosts address the evolving legal landscape, specifically recent updates in California probate laws, and provide guidance on how agents can adapt to stay compliant and competitive. The conversation concludes with actionable advice on diversifying lead generation strategies by using tools such as pre-probate leads and forming partnerships with senior services organizations. Overall, the episode provides a blend of tech integration, legal insight, and tactical lead generation strategies tailored to today's real estate market.Previous episodes: AllTheLeads.com/probate-mastermindInterested in Leads? AllTheLeads.comJoin Future Episodes Live in the All The Leads Facebook Mastermind Group: https://facebook.com/groups/alltheleadsmastermindBe sure to check out our full Mastermind Q&A Playlist Big Talk About Small BusinessEmpowering entrepreneurs with the insights to succeed in their ventures. Listen on: Apple Podcasts SpotifySupport the show
In this episode of Kern County Real Estate Review, we sit down with estate planning attorney Kyle Jones to break down the importance of trusts for homeowners. We discuss how trusts can help protect your property, avoid probate, and ensure a smooth transfer of assets to your loved ones. Kyle also clears up common misconceptions, explains how trusts compare to wills, and shares key factors homeowners should consider when planning for the future. Whether you're a homeowner looking to secure your estate or just curious about how trusts work, this episode is packed with valuable insights you won't want to miss!
Even if you're planning to leave everything to just one person, like an only child, it might feel like you don't need an estate plan. After all, what could be simpler than passing everything on to a single heir? But estate planning isn't just about how many people you're leaving assets to. It's about how you leave things, making sure your wishes are honored, minimizing complications, and protecting both you and your heir. In this episode, we unpack why an estate plan is still essential, even when you have only one heir, and explore the smart, simple, and safe ways to pass on your assets. Here's some of what we discuss in this episode: ⚠️ Probate still applies—even with one beneficiary
Bill hosts this weekly show to discuss all things probate real estate.Bill's Website: http://thelaprobateexpert.com/Join Probate Weekly live: https://www.eventbrite.com/e/probate-weekly-tickets-67396261031
In this episode of Senior Matters, host and estate planning attorney break down common myths about estate planning and probate. From the misconception that everything transfers automatically after death to the belief that only the wealthy need estate plans, they tackle the realities of probate, family disputes, and why appointing a personal representative is crucial. Don't let myths guide your decisions—get the facts on estate planning today!
The 7-year estate battle over Charles Manson's estate continues as the court had a hearing rescheduled to determine if one of the contestants is an heir.
When one lives in another state at the time of death but owns assets in Texas such as real estate, there are several ways to probate a will in Texas so the property passes under the terms of the will.
This is an overview and summary of trusts and estates law, focusing on the creation and types of trusts, trustee duties, probate and estate administration, tax planning, and wills/intestacy.Trusts are a way to manage assets during life and after death. A trust requires a settlor, trustee, beneficiaries, intent, and trust property. Trusts can be revocable or irrevocable, testamentary or inter vivos. Trustees have fiduciary duties to beneficiaries, including loyalty, prudence, impartiality, and providing information.Probate is the court-supervised process of authenticating a will, appointing a personal representative, gathering assets, paying debts, and distributing property. Estate taxes can be minimized through strategies like lifetime gifts, trusts, and charitable giving.Wills are legal documents that direct asset distribution after death. They are essential for avoiding intestacy (distribution by state law). Wills must be properly executed and witnessed.Understanding trusts, probate, and wills is crucial for effective estate planning.
Do your clients know how versatile life insurance can be? Educate them about tax advantages and other ways life policies can help save money in the long run! Read the text version Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. Resources: Diversify Your Insurance Portfolio & Reap Rewards: https://lnk.to/asg651 Secure a Bigger, Better Business with Ancillary Products: https://ritterim.com/blog/secure-a-bigger-better-business-with-ancillary-products/ Signs It's Time to Expand your Insurance Portfolio & Make the Move: https://ritterim.com/blog/signs-its-time-to-expand-your-insurance-portfolio-and-make-the-move/ The Advisor Approach: Cross-Selling by Fact-Finding: https://lnk.to/PFzk9L The Top 5 Products to Sell During Medicare's Lock-In Period: https://ritterim.com/blog/the-top-5-products-to-sell-during-medicares-lock-in-period/#med-supp-underwriting-guide References: Lambert, George D. “A Look at Single-Premium Life Insurance.” Investopedia, Investopedia, https://www.investopedia.com/articles/pf/05/singlepremlife.asp. Accessed 17 Mar. 2025. “Estate Tax.” IRS, Internal Revenue Service, https://www.irs.gov/businesses/small-businesses-self-employed/estate-tax. Accessed 17 Mar. 2025. Reynolds, Paul. “Estate Taxes: Who Pays? And How Much?” Investopedia, Investopedia, https://www.investopedia.com/articles/personal-finance/120715/estate-taxes-who-pays-what-and-how-much.asp. Accessed 17 Mar. 2025. Wells, Sara A. “IRS Announces Increased Gift and Estate Tax Exemption Amounts for 2025.” Morgan Lewis, 24 Oct. 2024, https://www.morganlewis.com/pubs/2024/10/irs-announces-increased-gift-and-estate-tax-exemption-amounts-for-2025. Brooks, Ashlyn. “Is Life Insurance Taxable?” Bankrate, 11 Feb. 2025, https://www.bankrate.com/insurance/life-insurance/life-insurance-taxes/. “Life Insurance & Disability Insurance Proceeds.” Internal Revenue Service, IRS, https://www.irs.gov/faqs/interest-dividends-other-types-of-income/life-insurance-disability-insurance-proceeds. Accessed 17 Mar. 2025. Gudema, Jonathan. “Understanding Probate: A Comprehensive Guide to the Probate Process.” Planned Giving Marketing Trusted Authority | Official Site, 12 Mar. 2025, https://www.plannedgiving.com/understanding-probate-a-comprehensive-guide-to-the-probate-process/. Randolph, Mary. “What Assets Must Go through Probate?” Www.Alllaw.Com, All Law, 6 June 2023, https://www.alllaw.com/articles/nolo/wills-trusts/what-assets-go-through-probate.html. 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 X, https://x.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/ Not affiliated with or endorsed by Medicare or any government agency.
Probate is a court-supervised process used to authenticate a decedent's will, appoint a personal representative, gather assets, pay debts, and distribute remaining assets to heirs or beneficiaries. The process varies in duration, cost, and complexity.Key steps include initiating the case, court review and appointment of a representative, gathering assets, providing notice, handling debts, administering and distributing the estate, and tax planning. Some jurisdictions offer simplified or informal probate for smaller or uncontested estates.Tax and planning considerations include estate taxes, lifetime gifting, irrevocable life insurance trusts, grantor-retained annuity trusts, charitable giving, and integration of tax strategies with probate.Understanding both probate procedures and estate planning strategies is crucial for effectively managing the complexities of post-death property transfers. Proper planning can minimize administrative burdens, reduce tax liabilities, and ensure the decedent's intentions are fulfilled.
Probate is a court-supervised process that authenticates a decedent's will, appoints a personal representative, and oversees the gathering of assets, payment of debts, and distribution of remaining assets to heirs or beneficiaries. The probate process can vary in duration, cost, and complexity depending on the size of the estate, the clarity or validity of the will, and potential disputes.The probate case is initiated by filing a petition with the probate court, which includes the will (if any) and the death certificate. The court then confirms the documents and appoints an executor or administrator. If the will is contested, the process may become litigious and require an evidentiary hearing.The personal representative is responsible for notifying beneficiaries, heirs, and creditors, and gathering and inventorying the decedent's assets. The representative must also pay off valid debts in a specific order of priority.The distribution of property is guided by the will or, in the absence of a will, by intestacy statutes. Some jurisdictions offer simplified or informal probate procedures for smaller or uncontested estates.Estate taxes and planning strategies can significantly impact the probate process. Lifetime gifts, life insurance trusts, and charitable giving can all be used to minimize estate taxes. Understanding these strategies is crucial, as how property is titled or transferred can affect both probate and tax implications.The personal representative must also file any required estate tax returns and ensure that taxes are paid. Estate planning can simplify the probate process and minimize taxes, ensuring that the decedent's wishes are carried out and that beneficiaries receive their inheritance with clarity.
Tune into our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure and Aged Expired niches!Today's episode of the All The Leads Mastermind podcast discusses effective strategies for handling probate and divorce leads along with elaborating on the regional differences of real estate markets. Participants share their successes and challenges, emphasizing the importance of genuine connections, providing value, and effective communication. The conversation also touches on dealing with attorneys, the significance of having a website, and practical tips for newcomers in niche markets. Join us for practical advice, success stories, and best practices in real estate!Previous episodes: AllTheLeads.com/probate-mastermindInterested in Leads? AllTheLeads.comJoin Future Episodes Live in the All The Leads Facebook Mastermind Group: https://facebook.com/groups/alltheleadsmastermindBe sure to check out our full Mastermind Q&A Playlist Big Talk About Small BusinessEmpowering entrepreneurs with the insights to succeed in their ventures. Listen on: Apple Podcasts SpotifySupport the show
Bill hosts this weekly show to discuss all things probate real estate.Bill's Website: http://thelaprobateexpert.com/Join Probate Weekly live: https://www.eventbrite.com/e/probate-weekly-tickets-67396261031
Why Does Probate Suck so Much? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money
Tripp Limehouse discusses essential strategies for retirement planning, focusing on indexed universal life insurance and indexed annuities. They emphasize the importance of guaranteed income, the risks associated with market fluctuations, and the critical need for estate planning, illustrated through the case of Prince, who died without a will, leading to a lengthy legal battle over his estate. The segment concludes with listener questions, where Tripp offers tailored advice on various financial scenarios, reinforcing the need for personalized retirement planning. Call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.
How do you Transfer an LLC Interest Without Probate. We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money
Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
Bill hosts this weekly show to discuss all things probate real estate.Bill's Website: http://thelaprobateexpert.com/Join Probate Weekly live: https://www.eventbrite.com/e/probate-weekly-tickets-67396261031
Did you know that the political and economic uncertainty you are all feeling puts you at greater risk of death or incapacity? In today's episode Tom explains that increased risk, and why now is the time to get your estate plan in order.
What makes a creditor claim valid in a probate? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes #lawyer #attorney #taxes #money
Today we are answering your tax questions. We discuss tax liability in retirement, social security tax limits, tax gain harvesting in UGMA accounts and maximizing tax in retirement. Then we answer a few estate planning questions. The first is around if it is important to avoid probate and then talk about SLAT trusts. Laurel Road is committed to serving the unique financial needs of residents and doctors. We want to help make your money work harder and smarter. If credit card debt is weighing you down and you're struggling with monthly payments, a personal loan designed for residents with special repayment terms during training may be exactly what you need to consolidate your debt. Check your rates in minutes to see if you qualify for a lower rate, plus, White Coat Readers also get an additional rate discount when they apply through https://LaurelRoad.com/WCI For terms and conditions, please visit https://LaurelRoad.com/WCI Laurel Road is a brand of KeyBank N.A. Member FDIC. All products are offered by KeyBank N.A. Member FDIC. ©2025 KeyCorp® All Rights Reserved. The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you! Main Website: https://www.whitecoatinvestor.com YouTube: https://www.whitecoatinvestor.com/youtube Student Loan Advice: https://studentloanadvice.com Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter
David Lanciotti and Del Denney of The Land Trust Company explain why all real estate investors should understand and consider utilizing Land Trusts! David and Del jump right in by explaining the basics and complexities associated with land trusts. They dive into the challenges that may arise when transferring properties into land trusts. The duo provides real life examples of how a land trust can help protect housing providers from lawsuits and help maintain privacy. This show is loaded with valuable tips on asset protection and privacy to help you bulletproof your portfolio! If you enjoy today's episode, please leave us a review and share with someone who may also find value in this content! Connect with Mark and Tom: StraightUpChicagoInvestor.com Email the Show: StraightUpChicagoInvestor@gmail.com Guest: David Lanciotti and Del Denney, The Land Trust Company Link: High Performance Playbook (Del's Book!) Link: Deep Work (Book Recommendation) Link: Bunkhouse Logic (Book Recommendation) Guest Questions 01:51 Housing Provider Tip - Vet tenant's income before agreeing to a payment plan. 05:31 Intro to our guests, Del and David! 07:30 The Ins and Outs of Land Trusts. 16:41 The downsides of a Land Trust. 22:03 Deep Dive on Trusts and Probate! 29:55 When does it not make sense to set up a Trust? 33:38 The process and costs for setting up a trust. 38:55 What is your competitive advantage? 39:27 One piece of advice for new investors. 39:55 What do you do for fun? 40:30 Good book, podcast, or self development activity that you would recommend? 42:33 Local Network Recommendation? 43:01 How can the listeners learn more about you and provide value to you? ----------------- Production House: Flint Stone Media Copyright of Straight Up Chicago Investor 2025.
Bill hosts this weekly show to discuss all things probate real estate.Bill's Website: http://thelaprobateexpert.com/Join Probate Weekly live: https://www.eventbrite.com/e/probate-weekly-tickets-67396261031
Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
Thinking about probate real estate?
Send us a text In this episode of The Retirement Evolved Podcast, Adam and Lauren welcome attorney Courtney Lovejoy to discuss key estate planning topics, including probate, trust administration, Medicaid planning, and VA benefits. Courtney explains the importance of proactive estate and Medicaid planning to protect assets, avoid costly mistakes like Medicaid's five-year look-back period, and maximize benefits for long-term care. The episode also highlights valuable strategies such as irrevocable trusts, Medicaid-compliant annuities, and VA Aid and Attendance benefits, emphasizing the need for early planning to secure financial stability for retirees and their families. Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!
Welcome, Self-Made Nation! Today on The Cash Rich Exit Podcast, we talk about a crucial but often overlooked aspect of business ownership - estate planning. Colleen O'Connell-Campbell is joined by Erin Kelley, estate planning lawyer at Cooligan Yehia LLP, to discuss how business owners can secure their legacy for future generations.
This week on Hull on Estates, Nick Esterbauer and Megan Zanette discuss the possible legal and practical impact of probate, once granted, and the recent decision of Cooke Family Trust et al. v. Dioguardi et al., 2025 ONSC 370.
On this episode: For once in your life, it’s all about YOU! Trying to hit a financial homerun before retirement. You save it, why can’t you spend it in retirement? Uncle Sam is hungry, how do you keep more of your retirement money? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.
Estate planner Oscar Vasquez emphasizes the critical importance of estate planning, particularly through living trusts. Oscar shares insights on the rising costs of traditional estate planning, the risks of probate, and the necessity of guardianship for children. He discusses how estate planning can be seen as a final act of love for families, providing clarity and preventing disputes. The conversation also covers the differences between wills and living trusts, the process of funding a living trust, and the human element involved in estate planning. In this conversation, Oscar Vasquez discusses the importance of estate planning, particularly focusing on living trusts. He explains how his software simplifies the process of creating and modifying living trusts, emphasizing the need for regular updates and communication with family members.Oscar shares personal anecdotes to illustrate the consequences of inadequate estate planning and highlights the alarming statistic that 68% of Americans lack an estate plan. He provides actionable steps for homeowners to protect their assets and compares the costs of setting up a living trust versus going through probate. The discussion concludes with offers for discounts and free resources to encourage listeners to take action on their estate planning needs.Website: https://estatedocprep.com/ 24/7 Client Assistant AI phone number for Audience Question 805-909-4689Download Free comprehensive Estate Guide https://estatedocprep.com/guide For the First 10 members of the audience to get a living trust get a $1000 discount code for a Comprehensive Living Trust, use Discount Code: REALLIFEKeywordsestate planning, living trust, guardianship, probate, estate plan, final act of love, wills, legal provisions, asset management, family planning, estate planning, living trusts, asset protection, probate, financial planning, estate management, family legacy, estate attorney, estate documents, financial burdenChapters00:00 Introduction to Estate Planning Awareness03:10 The Importance of Living Trusts05:49 Understanding Guardianship and Its Importance09:10 The Final Act of Love: Estate Planning as a Gift12:07 Probate vs. Living Trusts: What You Need to Know14:51 The Risks of Not Having an Estate Plan18:03 Wills vs. Living Trusts: Key Differences21:11 The Process of Funding a Living Trust26:57 Understanding Living Trusts and Their Modifications32:09 The Importance of Estate Planning Awareness36:28 Steps to Protect Your Assets41:36 Cost Comparison: Living Trusts vs. Probate46:47 Incentives for Taking Action on Estate Planning50:07 Personal Stories and Their Impact on Estate Planning
Hey Note Closers! Scott Carson here, and I'm fired up about today's episode. We're diving deep into the world of probate leads—a niche that's been a secret weapon for savvy investors, and it's finally getting some well-deserved attention! Forget those tired old foreclosure lists; we're talking about a treasure trove of opportunities most investors are completely overlooking.Our special guest is Micah Nicholes, the head honcho over at US Leads List. Micah is not just an investor himself—he's built a thriving business solely around connecting investors with probate leads. Get ready for some serious insight into a strategy that could significantly increase your deal flow and boost your bottom line!What We Covered:Understanding Probate Leads: We debunked the mystery surrounding probate leads. It's much simpler than you think—finding properties owned by recently deceased individuals before they even hit the probate court. This means getting a head start on the competition!The Four Main Probate Lead Categories: Micah broke down probate leads into four key categories: pre-probate, surviving spouses, trusts, and inter-family transfers. Each category presents unique opportunities and allows you to tailor your approach.Pre-Probate Strategy: This is where the real magic happens! We discussed Micah's proven method of identifying probate leads before they enter the public record, giving you a massive leg up on other investors. It involves combining multiple data sources and sophisticated analysis - pure gold!Marketing to Probate Leads with Empathy and Sensitivity: This isn't just about finding deals; it's about working with grieving families during a challenging time. Micah shared his approach to connecting with families sensitively and ethically, making the most of each opportunity.The Importance of Consistent Follow-up: No matter how amazing your strategy is, you'll only succeed if you relentlessly follow up. Micah shared his process of reaching out to potential sellers with various methods and emphasized the power of consistently working the leads.Micah's Journey:This wasn't an overnight success! Micah started by purchasing a mostly paper-based probate lead business. He took this business from a quaint, traditional operation to a streamlined digital powerhouse. This transition allowed for much better data, more accurate information, and vastly improved efficiency, letting his clients target the hottest leads effectively. His story is a testament to how the right approach and technology can take a business to the next level.Wisconsin vs. Texas: We also had a fun conversation about the difference between the Wisconsin and Texas real estate markets. Turns out, they are worlds apart—Wisconsin has seasonal fluctuations and occasional unexpected challenges like frozen pipes! But with great challenges, come great opportunities!More Than Just Leads:US Leads List isn't just providing leads; they are providing a comprehensive service with added value. They offer skip tracing at an incredible price. This not only accelerates the process but also ensures that Micah's clients have accurate information and can effectively work potential deals.Listen in on this incredible episode! The secrets to succeeding in this niche are waiting to be unlocked. You might just find your next big win!Don't forget to check out Micah's website to find out what number of probate leads are available in your favorite counties to invest in.Sign Up For Your Probate Leads HERE!Watch the original VIDEO HERE!Book a call with SCOTT HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes PinterestSign up for the next FREE Note Weekend Class HERE!Click HERE to Get Your Road to Retirement Started Today with American IRA!
Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
Unlock probate success with Bruce as he dives into key topics like building relationships with estate attorneys, using mail services vs. in-house marketing, discovering hidden probate properties, and getting certified in Probate Mastery! Learn the pros and cons of mail services, essential materials for attorney meetings, and how to add value to busy attorneys. Plus, find out what a pour-over will is and how E.A.R.N. compares to Probate Mastery!
Bill hosts this weekly show to discuss all things probate real estate.Bill's Website: http://thelaprobateexpert.com/Join Probate Weekly live: https://www.eventbrite.com/e/probate-weekly-tickets-67396261031
Welcome to another how-to lesson from Gino Barbaro, co-founder of Jake & Gino! Today, we're diving deep into asset protection and estate planning—two essential strategies every real estate investor must understand.If you're just starting or already own multiple properties, structuring your assets correctly can safeguard your wealth for the long term. From LLCs vs. trusts to avoiding probate, this video will help you build both your castle and the moat that protects it!What You'll Learn:The importance of separating assets into different entitiesHow to prevent legal exposure with the right structuresWhy estate planning is critical—even when you're youngHow poor planning can cost millions (real-world case studies)The #1 mistake most investors make (and how to avoid it!) Need guidance on structuring your investments? Contact Barth Calderon for estate planning assistance. For a copy of my book, Happy Money, Happy Family, Happy Legacy, email me at gino@jakeandgino.comDon't wait! Estate planning isn't just for the wealthy—it's for anyone who values control over their legacy. Start today! We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)
Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
Learn how to find probate leads, craft the perfect probate letter, and uncover expert strategies for real estate success in 2025!
Bill hosts this weekly show to discuss all things probate real estate.Bill's Website: http://thelaprobateexpert.com/Join Probate Weekly live: https://www.eventbrite.com/e/probate-weekly-tickets-67396261031
What happens if you are in a situation where you need to sell your house? You're in foreclosure? Or you've filed a bankruptcy? How can you avoid predators and scams if you're in a situation where you're forced to sell your home, or if you're in financial distress? This week's guest on the Crushing Debt Podcast is Sandra Cantu, who brings over 25 years of real estate expertise and a deeply personal understanding of homeowner challenges. Her journey from facing foreclosure as a single mom to becoming a trusted cash home buyer across New York, Arizona, and Florida has fueled my passion for helping homeowners in distress. You can reach Sandy at info@SandyBuysHouses.com or Info@FloridaProbatecare.com. Please let us know if you enjoy this episode and, if so, please share it with your friends! Please also visit our sponsors: Magic Mind - https://www.magicmind.com/CD20. Being sick is terrible, but Shawn has been using Magic Mind to focus when the sinus medicine causes some cloudiness! Sam Cohen of Attorneys First Insurance for Attorneys and Title Companies looking to get a quote on Errors & Ommissions (malpractice) Insurance coverage. www.AttorneysFirst.com. Or, you can support the show by visiting our Patreon page: https://www.patreon.com/crushingDebt To contact George Curbelo, you can email him at GCFinancialCoach21@gmail.com or follow his Tiktok channel - https://www.tiktok.com/@curbelofinancialcoach Also check out George's webinar on Money Mindset, on Tuesday, February 25th at 6 PM EST: From Overdrawn to Abundance: https://www.shawnahuber.com/money-mindset-webinar To contact Shawn Yesner, you can email him at Shawn@Yesnerlaw.com or visit www.YesnerLaw.com. And please consider a donation to Pancreatic Cancer research and education by joining Shawn's team at MY Legacy Striders: http://support.pancan.org/goto/MYLegacy8
Send us a textlovethylawyer.comA transcript of this podcast is available at lovethylawyer.com.Go to https://www.lovethylawyer.com/blog for transcripts. In collaboration with the Alameda County Bar Association, Love Thy Lawyer presents an interview with:David ParnallDavid Parnall is a trust and estates attorney based in Oakland, California. His practice focuses on litigation and administration within the field, including cases related to elder abuse and probate matters. Before pursuing law, David spent a decade as a professional musician, touring with bands and exploring various styles of guitar music. His career path took a turn when he sought a meaningful and impactful way to contribute, eventually leading him to law school and his current legal focus. Today, he values the intellectual and interpersonal challenges his work provides, along with the opportunity to help his clients navigate complex legal situations. In this episode, David shares insights from his unique career journey, his approach to balancing personal and professional life, and his views on the importance of empathy and professionalism in legal practice. Tune in to this episode to learn about David's journey from musician to lawyer, his advice for new attorneys, and his perspective on staying grounded in a challenging profession.Parnall Trust & Estate Lawhttps://davidparnall.com/ Alameda County Bar AssociationThe Alameda County Bar Association (ACBA) is a professional membership association for lawyers and other members of the legal profession. The ACBA provides access to ongoing legal education; and promotes diversity and civil rights in the Alameda County legal community. Our mission is to promote excellence in the legal profession and to facilitate equal access to justice. Louis Goodman www.louisgoodman.com louisgoodman2010@gmail.com 510.582.9090 Special thanks to ACBA staff and members: (https://www.acbanet.org/) Musical theme by Joel Katz, Seaside Recording, Maui Technical support: Bryan Matheson, Skyline Studios, OaklandAudiograms & Transcripts: Paul Roberts We'd love to hear from you. Send us an email at louisgoodman2010@gmail.com. Please subscribe and listen. Then tell us who you want to hear and what areas of interest you'd like us to cover. Please rate us and review us on Apple Podcasts. Louis Goodman www.louisgoodman.comhttps://www.lovethylawyer.com/510.582.9090Music: Joel Katz, Seaside Recording, MauiTech: Bryan Matheson, Skyline Studios, OaklandAudiograms: Paul Robert louis@lovethylawyer.com
How To Find 1000s Of New Foreclosures EVERY SINGLE DAY Today, we're excited to host Michael Franke from Kansas City, Missouri, founder of Niche Data, as he shares how to find foreclosures and turn them into massive opportunities.