Podcasts about Probate

Probate....do not pass go, go directly to Probate. If you are planning your estate with a Last Will and Testament or you do not have a Last Will and Testament (50%+ individuals do not have their estate plan done) you are going to have to go through this antiquated legal process. Why should you avoid it: Lengthy legal process Expensive - think lawyer fees Public display of your financial information Ancillary Probate - if you have real property in another stateMost lawyers will tell you "Probate is not a big thing" - I'm NOT most lawyers and I beg to differ. Avoid it, Avoid it, Avoid it. You have the option to Avoid Probate.I've completed over 3,000 estate plans and I have not heard any person tell me they loved going to Probate. After probating their parent's estate - what a mess - they couldn't plan their estate quick enough to make sure their estate was not going to Probate.Take the opportunity to speak with Sean Todd, Tax Attorney / CPA and have a candid conversation as to what is the best strategy for you to AVOID PROBATE. Call 404-250-9798 today to schedule your initial free consultation.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

Robert concentrates on matters involving trusts and estates, including estate planning, trust administration and probate. The firm's primary focus is on comprehensive estate planning, directed toward wealth preservation and enhancement. Robert has helped more than a thousand individuals and families establish meaningful estate plans for the benefit of their families, loved ones, and charities.Visit his website here: https://www.rsilvermanlaw.com/about

In Episode 387, the crew is back and choosing violence! We start off by asking: Is Don Toliver officially bigger than Travis Scott after his #1 album? And... did J. Cole manifest his own destiny? We give a raw review of The Fall Off and debate if the "stimulus package" features saved the project. Plus, we get political (briefly) to talk about the Trump/Epstein distractions, draft our dream Super Bowl food spreads (warning: it involves an unhealthy amount of glizzys), and play the hardest "Would You Rather" yet: Would you rather win a Super Bowl ring OR be the legendary Mi Tienda Security Guard who knocked out two people on camera? Follow the crew: @ThePourHorsemen @ShyThugg | @HardbodyKiotti | @Phi1TheDon | @LebronaldPalmer I @yo.dj.silk I @armourie.official Production Crew @TheJohnSims | @1Kharyy Shot at @TheHiveHouston Hurt At Work? Contact our partners at https://crockett.law for all of your legal needs. @bankonbriantx is ready to help. Join our Patreon for more exclusive content: https://www.patreon.com/thepourhorsemen By supporting us, you're not just a listener but a valued part of our community. Use our Code POUR at Bluechew.com for your discount. Follow The Pour Horsemen on Instagram @thepourhorsemen and email at thepourhorsemen@gmail.com. Chapters: 00:00 - Intro: 07:23 - Super Bowl Vibes 09:17 - Parenting 101 11:47 - The Probate 20:00 - Don Toliver Goes 24:24 - The "Melodic Rap" Debate: T-Pain, Future & The Houston Sound 32:42 - J. Cole Review: Why We Think He Actually Fell Off 46:17 - Trump, Epstein & Distractions 50:00 - Black History Month: "Pass Us The Ball" 54:16 - The Ultimate Super Bowl Food Draft: 100 Glizzys vs. Turkey Leg Hut 01:02:17 - Would You Rather 01:09:55 - Houston Hood Black History: Macaroni Tony, South Park Shorty & Tone The Security Guard

In this episode of the Real Estate Pros podcast, host Michelle Kesil interviews Syeta Davis, the owner and founder of Seven Levels Real Estate Consulting. Syeta shares her journey into the real estate industry, focusing on helping families and investors navigate the probate process and find real estate deals. She discusses her business model, the importance of building trust with clients, and the challenges investors face, such as credit issues and finding good deals. Syeta also highlights her strategies for lead generation, funding, and the additional services she offers to clients. Looking ahead, she expresses her excitement for scaling her business and becoming a recognized name in the industry.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Probate cold calling gets easier when you know how to guide the conversation instead of fighting through objections.If your probate calls keep ending with “we have an attorney,” “we're fine for now,” or a quick hang up, this session walks you through what to say, how to sound, and how to position yourself so families stay on the line and open up.In this coaching call, you will hear real probate scenarios and live breakdowns on:* approaching your first complex probate case without sounding unsure* bringing up sensitive topics around assets without crossing a line* handling “I have an attorney” in a way that keeps the door open* introducing yourself so they don't shut down at the word “real estate”* using mail and follow up together so calls feel familiar, not randomHot Takes: → 3:10 How a new probate agent or investor can handle a first complex case and stay in control without getting overwhelmed→ 13:44 What to consider when a probate property still has mortgages and someone wants to move it into an LLC→ 18:58 How to improve conversations when you keep hearing “I have an attorney” or noncommittal answers→ 24:38 Why leading with a probate concierge approach changes how families respond→ 31:55 What kind of questions help you bring up sensitive topics and uncover whether there are assets that still need attention→ 37:22 How tonality shapes the replies you get in probate prospecting→ 44:16 How to introduce yourself without triggering resistance when your background is in real estate→ 53:58 When it makes sense to handle direct mail yourself and when to offload it to a mailing service, plus starter optionsIf you hear your own calls in these questions, watch this session with your current script in front of you. Mark the parts you want to change, test them on your next round of probate calls, then plug into Probate Mastery so you can keep building this skill set week after week 

If you want to grow as a probate real estate specialist, this replay walks you through the kind of messy files most try to avoid.You will see how experienced probate professionals think through problems, protect deals, and involve the right attorneys, title companies, and vendors so closings can still move forward.Inside the call, you will hear:➡️ How to handle an insurance check made out to a deceased beneficiary and what creditor periods mean for who gets paid➡️  What to look at before you list when there are out of state heirs and possible ancillary probate➡️  How to approach a prior listing that never hit the market but has a cancellation fee attached➡️  Ways to move a case forward when one heir is in jail and another heir is missing or unstable➡️  How to use skip tracing tools in probate work when families say they cannot find someone➡️  What to do when a title company pushes back on an assignable probate contract during resaleTimestamps1:38 Who gets the insurance check when the named beneficiary is also deceased16:44 Out of state heirs, ancillary probate, and when you can safely list the property25:37 Listing agreement signed, home never listed, and a cancellation fee in the way31:36 Working a file with an incarcerated heir and a missing heir45:59 Practical skip tracing for probate heirs families cannot locate55:41 Title company will not insure a resale after an assignable probate contractIf you are building your skills as a probate real estate specialist, this call gives you working examples, questions you can borrow, and ways to turn difficult probate leads into long term business and referrals.

Still working probate leads… but keep hearing“We already have someone” or “Just send me information”?That usually means the conversation never really starts.Probate sellers are usually motivated.Most outreach just asks for attention before offering something concrete.This coaching replay shows a different way to work probate leads.You'll see how probate professionals take leads from lists, referrals, or inbound calls and run them through Estate Cash Offers to generate real investor offers in minutes then use those offers to open conversations that turn into appointments, contracts, listings, or assignments.Instead of:Competing with “the other person”Chasing callbacksRelying only on letters and cold callsThis approach leads with options first, not pitches.What this replay actually showsThis is a practical walkthrough...You'll learn:➡️ How to use Estate Cash Offers with probate leads from lists, referrals, and inbound inquiries➡️ How to present investor offers to personal representatives in a way that feels helpful, not pushy➡️ Simple, clear language to use when someone asks, “What's in this for you?”➡️ When it makes sense to add your own investors into the platform➡️ How your fee or spread is protected even before any formal agreement is in placeReplay breakdown:1:21 – What Estate Cash Offers is and how it fits probate leads19:51 – Who can use this (agents, investors, wholesalers) and in which roles26:14 – What investors need to qualify for the platform31:57 – Live walkthrough: entering a property and shaping offers44:36 – How deals are protected without a listing agreement57:25 – Using the buyer software when a contract is already in place59:52 – How to explain two closings so the structure is clear1:11:42 – Which investors are in the system and where they buy1:14:02 – Skip-tracing options when working probate leadsIf probate leads are already in your CRMThis replay shows how to turn existing records into:Offers you can actually useConversations that move forwardBetter probate outcomesWatch the replay and see how leading with offers changes the conversation.

Probate leads respond differently when your offer centers on what the seller wants from the sale, not what you want from the listing...In this call, you hear a clear breakdown of the seller side.They want money, a buyer, and a simple process that does not feel confusing or drawn out.The session shows how to present yourself as the person who can bring that outcome.With or without a traditional listing.You will pick up➡️ a way to talk about offers that puts the seller's net and convenience first➡️ questions that reveal whether they are open to an offer now or later➡️ how to position a cash offer or investor platform inside your probate system➡️ why a long game with mail, calls, and resources builds inbound opportunities over timeHot Takes:2:00 How offers move through estate administration ( an example process )9:43 Consumers do not ask for a listing first, they ask for a buyer and a strong net21:11 Using a quick walk through and photos to support future numbers30:34 Approaching sensitive situations with PRs who still live in the property52:16 Explaining what you gain from helping without sounding self centeredUse this call to rebuild how you talk about offers so probate leads see clear upside in taking your call.

Probate real estate marketing pays off when it runs like a system.Mail, calls, attorney outreach, senior talks, vendor support, all of it can feed one pipeline instead of sitting as random tasks on your list.This coaching call walks through how to build probate real estate marketing that keeps working in the background while you stay focused on conversations and signed agreements.Here is what you will learn:➡️ 1:34 For agents and investors who want probate real estate marketing to bring in calls months after a campaign goes out, this part shows what happened when earlier touches started turning into inbound leads.➡️ 13:52 If you want attorneys to see you as a steady contact who makes their clients' lives easier, not another person asking for cases, this section gives a simple approach for attorney cold calls and what to say on the first outreach.➡️ 23:14 If you like the idea of senior community talks feeding your probate pipeline, here you see how to structure a short presentation, what to teach about probate, and how to spot who quietly needs to sell a home.➡️ 27:18 For anyone building probate packets and worrying about cost, this part shows what to include, when ten dollar packets make sense, and how to personalize your probate real estate marketing for warm leads without wasting budget.➡️ 31:xx If you want your follow up to feel thoughtful instead of pushy, this section explains when to use home value estimates as a second touch instead of stuffing numbers into cold mail that gets tossed.➡️ 38:xx For agents who do not want to design every checklist and brochure from scratch, this part walks through new tools going into the Probate Mastery portal that support your probate real estate marketing and save setup time.➡️ 42:25 If you are thinking about a done-with-you partnership, this segment lays out lead counts, timelines, and conversion expectations so you can see how a long term probate real estate marketing plan can fund itself.By the end, you will see how a simple, consistent system turns probate leads from “not ready” into people who call you first when timing lines up.If this is the kind of probate business you want to build, this is the same structure we teach and refine inside Probate Mastery.Watch the replay, take notes, and choose one upgrade to your probate real estate marketing that you will install this week.

Five categories of ways to avoid the process of court approval for assets to be collected, evaluated, and distributed are explored.

Stop waiting years for your money! Learn how to get your inheritance money early using a Probate Cash Advance to unlock the funds you need right now.The probate process is notoriously slow, often taking anywhere from six months to three years to conclude. In this episode, Jose Luiz Morales sits down with Mark Harris, CEO of Probate Cash, to explain how beneficiaries can access Fast Probate Cash without the typical legal delays. If you are currently navigating California Probate, you know that waiting for a court distribution can be a major financial burden.We dive deep into the specific statutory mechanisms, including California Probate Code 11604.5, which allows for a legitimate purchase agreement of your inheritance. This is not a high interest debt trap; it is a strategic Probate cash advance vs loan decision that provides non recourse funding.Whether you need a Cash advance on inheritance to cover living expenses or are focused on Fixing up probate house for sale to reach fair market value, this solution gives you the breathing room you deserve. Mark explains how these funds are commonly used for Buying out heirs inheritance or handling urgent moving costs while the estate is settled.What you will learn in this episode:✅ How to qualify for a Probate Cash Advance in as little as one business day.✅ Why this is a purchase transaction and not a traditional loan.✅ How to use Probate Money to settle disputes or buy out other siblings.✅ The importance of California Probate laws in protecting your inheritance rights.✅ Why a Probate Cash Advance helps administrators avoid "fire sales" and get more equity.Don't let the court system hold your family's legacy hostage. Get the transparency and financial support you need to move forward with your life today.

Tune in to 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 Mastermind episode dives into the realities of probate, divorce, and mortgage-related challenges, with sharp advice from seasoned coaches and heartfelt user stories. The conversation covers practical strategies for building momentum through consistent outreach, leveraging relationships with attorneys, and turning early wins into repeat business. Attendees share experiences from probate leads, late mortgage scenarios, and pre-foreclosure contexts, including how to present multiple options (sale, refinance, or loan modification) in a respectful, non-pushy way. The team emphasizes the importance of tracking results, maintaining a simple CRM, and using handwritten outreach to stand out in a crowded market. We explore the Do-On-Sale clause, title insurance considerations, and how to structure transactions to protect all parties while keeping doors open for future opportunities. The tone remains collaborative and action-oriented, highlighting how small, persistent actions (one call, one letter, one meeting) can compound into significant deals over time. Viewers gain a practical playbook for conversations with executors, heirs, and attorneys, plus mindsets that reduce fear of rejection and accelerate progress. If you're working probate cases, dealing with divorce-related housing, or navigating late payments in pre-foreclosure, this episode offers concrete tactics you can apply this week to generate momentum and close more opportunities. The session also emphasizes coaching support, accountability, and the value of authentic relationship-building.  Key Takeaways Consistent action is what creates momentum, turning raw leads into real conversations, appointments, and ultimately signed agreements. Proactively building relationships with probate and estate attorneys creates a long-term pipeline of repeat opportunities far beyond a single deal. Tracking your daily dials, conversations, and outreach activity builds momentum and reveals the numbers that drive higher conversion rates. Handwritten notes, mailed touches, and small personal efforts stand out in a digital world and can be the deciding factor in earning a client's trust. Presenting multiple solutions (selling, refinancing, investor options, or modification) positions you as a problem-solver rather than someone just trying to list a home. Understanding title nuances, subject-to scenarios, and due-on-sale clauses allows you to confidently navigate situations where others back away. Using a simple CRM with consistent follow-up and weekly accountability ensures no lead gets forgotten and every opportunity is properly worked.  To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.   #RealEstateProspecting #RealEstateCoaching #RealEstateMarketing #LeadConversionPrevious 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 PlaylistSupport the show

Bill Gross talks to probate attorney Mina Sirkin. Visit her website here: https://sirkinlawgroup.com/attorneys/

Most families don't lose wealth to bad markets—they lose it to long-term care costs and the slow grind of probate. We unpack a practical, two-part strategy that shields savings during life and delivers a faster inheritance after death, balancing control, care, and legacy without guesswork or jargon.We start by facing the numbers on long-term care and why paying out of pocket can drain even healthy nest eggs. Then we share how pre-planning creates options: trust structures designed for Medicaid compatibility, timelines that respect look-back rules, and coordinated spend-down strategies that preserve resources for a spouse and heirs. With the right lead time, you can qualify for benefits later without sacrificing the home or savings you worked for.From there, we turn to probate—the hidden risk that slows transfers and opens the door to creditor claims, including Medicaid estate recovery. You'll hear how beneficiary designations, pay-on-death and transfer-on-death tools, and well-drafted trusts move assets directly to loved ones, cutting delays and reducing exposure. Coordination is everything: titling, beneficiaries, and trust funding must align so nothing slips back into the estate. The payoff is speed, certainty, and more value staying in the family.If protecting your legacy matters, this guide gives you a clear blueprint: plan for care, avoid probate, and keep options open. Subscribe for more elder law strategies, share this with someone who needs it, and leave a review to tell us what planning question you want us to tackle next.

This episode, hosted by Anna Soliman,  reviews the new petition process enacted under AB 2016 for a decedent's primary residence valued up to  $750,000.  We will discuss the origin of the new law, the old rules, and the mechanics of the procedures. About our guests, Judith Tang and Lisa B. Roper: Judith Tang is the Co-Vice Chair of the Trusts and Estates Practice group at Fennemore. Judith is a Director and the Co-Vice Chair of the Trusts and Estates Practice group at Fennemore. She has over 25 years of experience and a breadth of knowledge, providing comprehensive personalized estate planning and trust and estate administration services.Lisa B. Roper is a partner in the Estate and Trust Litigation Group and the Trust Administration and Probate Group at Henderson, Caverly and Pum LLP, where she advises clients in estate and trust controversies, estate and trust administrations, guardianships, and conservatorships.  Lisa and Judith are members of the Executive Committee of the Trust and Estates Section of the California Lawyers Association.  About Our Host:Anna Soliman is Special Counsel in Sheppard Mullin's Los Angeles office, where she specializes in estate planning and trust administration for high-net-worth individuals. She is also a member of the Executive Committee of the Trust and Estates Section of the California Lawyers Association.  Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Cat Hammons and Todd Gajdusek

Struggling to figure out how to get probate leads without sounding like every other desperate agent? If you are still relying on cold calling scripts from 1995 and hoping for a different result, you are setting yourself up to fail. In this coaching session, we reveal exactly how to get probate leads that actually convert by stopping the "hustle" and starting a proven system.The truth is, probate sellers do not care about your marketing plan or your broker's name. They are overwhelmed by family disputes, repairs, and a house full of personal property. If you pitch yourself as just another salesperson, you lose. But if you shift your real estate value proposition to become a "Project Manager" who solves their problems, you can win the listing at a full 6% commission every time.In this episode, you will learn:✅ The exact probate scripts to use that position you as a helper, not a salesperson. ✅ A proven real estate niche marketing strategy that wins listings without expensive lead buying. ✅ How to get probate listings by offering solutions for cleanouts, estate sales, and repairs. ✅ Mastering objection handling so you never have to lower your commission fee again. ✅ Why most agents fail at probate real estate and how to avoid the "DIY" trap.Stop using "rubber bullets" in your business. It is time to stop guessing and start using professional probate training to build a predictable pipeline. Whether you are new to the niche or looking to scale, this episode gives you the blueprint on how to get probate leads and dominate your market in 2026.

Message us!In this episode of A Crude Bit of Humor, Buffie and Coby sit down with attorney Melissa Gardner to explore how major legal decisions, title opinions, and real‑world mineral ownership challenges shape today's oil & gas landscape. From Oklahoma and Texas jurisdiction questions to surprising situations that land on a title attorney's desk, this conversation highlights the unique risks and realities faced across the industry.In this episode you will hear: How a major Supreme Court decision reshaped jurisdiction and risk in Oklahoma's oil & gas industryWhat title attorneys really look for, and why affidavits of heirship can create major surprisesA real‑life mineral ownership story that takes an unexpected turnFill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn, Instagram, Facebook, and X for more industry insights and thought leadership!

Tune in to 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 session dives into how seasoned agents and investors stay ahead in a shifting market. The panel shares practical strategies for sourcing and vetting leads, with a strong focus on probate and elder-care opportunities that can form a durable pipeline. They discuss AI's accelerating role in real estate from predictive tools to automation and explain how to weave AI training into ongoing sessions. The group emphasizes a deliberate refresh mindset: reengaging older leads, testing new lead magnets, and implementing a cadence like a 33-touch framework to stay top of mind without overwhelming prospects. We cover credibility with landing pages versus dedicated credibility sites, and how to deliver value automatically: forms that trigger PDFs or lead magnets, followed by targeted email nudges. Real-world examples illustrate how long-term relationships with executors and heirs can yield returns years after initial contact, and how consistent outreach often outperforms one-off pitches. The team also previews upcoming topics and cross-industry perspectives, underscoring that this year will feature more than probate content and new products that diversify lead sources. The focus is on practical execution: testing what works, measuring results, and sticking to a cadence that fits your market, your time, and your goals. Join us for live questions, real feedback, and actionable steps you can start using this week to grow your pipeline and close more deals.  Key Takeaways: Leverage diverse lead sources to more effectively reach older homeowners who may not respond to a single channel. AI tools are becoming essential for staying competitive and efficient in modern real estate marketing. A structured refresh cadence helps keep high-value, aging leads engaged as their timelines evolve. Well-crafted landing pages and relevant lead magnets significantly improve response rates and conversions. Long-term follow-up with heirs and executors can surface opportunities years after the initial probate event. Consistency and disciplined outreach cadence drive measurable results more reliably than one-off efforts.  To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.   #LeadGeneration #RealEstateInvesting #NicheSellerLeads #RealEstateMarketing 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

Send us a textStop waiting on the market to bless you with deals. We're pulling back the curtain on the five public-record lead sources that keep producing—foreclosure, divorce, probate, unpaid taxes, and bankruptcy—and showing how to work them step by step. I walk through the real foreclosure timeline, what your county site actually reveals, and why most investors show up months late with stale lists. You'll learn where bankruptcy filings live, how to match them to foreclosure records, and why those last-minute moves signal a seller who needs real help right now.This conversation blends strategy with story. I share how losing a house and a car pushed me to the courthouse, a paper map, and door knocking with a baby on my hip—and how that grit led to the first $22k, then $50k, and a career built on solving people's problems. We talk scripts that lead with options and empathy, from loan mods and forbearance to selling as-is or using creative financing when it makes sense. If you've ever felt paralyzed by headlines—rates, inventory, recession chatter—this is your antidote: consistent deals rooted in life events that never stop.You'll leave with a simple plan: pull fresh filings from the last 45–60 days, prioritize by sale dates, and reach out directly. Door knock if you can. If not, combine letters, calls, and social DMs that promise tangible help and a clean exit if needed. That's how you create triple wins for owners, banks, and your business while stacking steady “gold bricks” of profit. Ready to build a recession-proof pipeline? Subscribe, share this with a fellow investor who needs clarity, and leave a quick review so more people can find it. Then pull your first list tonight and tell me which county you're starting in. Support the showThanks 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!

In this episode of "Next Steps 4 Seniors," host Wendy Jones and guest Wendy Zimmer Cox, an estate planning expert, discuss the essentials of financial security and estate planning for seniors. They highlight the importance of having key legal documents, choosing the right decision-makers, and organizing vital information in a “death binder.” The conversation covers common pitfalls, such as joint bank accounts and family disputes, and stresses clear communication and proactive planning to prevent conflict and ease transitions for loved ones. Listeners are encouraged to seek professional guidance and start these important conversations early. Be sure to like and subscribe on your favorite podcast platform so that you never miss an episode. Every week brings two ways to grow: Tuesdays dive into the physical next steps with real-life guidance for seniors and families, and Fridays uplift the heart with spiritual and emotional next steps—encouragement, faith, and hope for the journey ahead. To learn more about Next Steps 4 Seniors, contact us at 248-651-5010 or visit us online at www.nextsteps4seniors.com Find us on YouTube at https://www.youtube.com/@nextsteps4seniorsLearn more : https://nextsteps4seniors.com/See omnystudio.com/listener for privacy information.

Think your estate plan is set because you have a will? Art McPherson reveals why most trusts remain unfunded, why probate can derail your family’s finances, and how new senior tax deductions change the planning landscape. From legacy misconceptions to smart charitable strategies and Roth opportunities, this episode helps simplify complex decisions and protect what matters most. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Be Prepared to Sell: Why Having the Right Documents Matters More Than Ever At Boston Connect Real Estate, we believe that every move should be a moving experience and that starts long before a “For Sale” sign ever goes in the yard. On a recent episode of Talk Real Estate Roundtable, we had an important conversation about seller preparedness and why having the right documents, authority, and information in place before listing your home can make or break a transaction. Real estate transactions are complex enough on their own. When documentation, authority to sell, or legal clarity is missing, delays, contract extensions, and even failed closings become very real risks. Here's what every homeowner and future seller should understand. Preparation Is Protection Being “ready to sell” is more than staging, pricing, and marketing. It means having the legal, financial, and logistical foundations in place so a transaction can move smoothly from listing to closing. When sellers are unprepared, the consequences can include: Delayed closings Failed transactions Contract extensions Buyer frustration Legal complications Lost opportunities Financial setbacks Preparedness protects you, your buyer, and the entire transaction. Estate Sales, Probate & Authority to Sell One of the most common and most disruptive issues we see is when a property is being sold after the death of a spouse or family member. Key questions that must be answered: How is the property deeded? Is there a surviving spouse listed on the deed? Is there a will? Is probate required? Has a personal representative (executor) been legally appointed? Has a License to Sell been issued by the court? Without proper legal authority, a property cannot legally close, even if a buyer is ready, financed, and under contract. Probate delays alone can take months sometimes longer and can derail entire chains of transactions.  Power of Attorney Is Not Enough Many families assume a Power of Attorney solves everything but this is a dangerous misunderstanding. Important truths: A Power of Attorney ends upon death It does not replace probate It does not grant authority to sell after death It may not include real estate authority unless specifically written Every estate situation requires legal review and proper documentation not assumptions. Why This Matters: The Domino Effect One delayed transaction doesn't just affect one seller. It can impact: Buyers waiting to move Sellers purchasing another home Financing timelines Moving schedules School enrollment Life planning Investments Exchanges (1031 transactions) Entire transaction chains Real estate is interconnected one missing document can stall multiple families. Easements, Rights of Way & Property Access Sellers must understand what legally exists on their property before listing. Examples include: Utility easements Drainage easements Access easements Right-of-way agreements Shared driveways Emergency access easements Municipal access rights These impact: Privacy Property use Expansion potential Financing Insurance Buyer perception Property value Transparency is not optional it's protection. Roads, Access & Maintenance Responsibility Every property has a legal access classification: Public road Private road Unaccepted road HOA-maintained road Shared access road Buyers, lenders, and insurance carriers care about: Who plows Who maintains Who insures Who repairs Who holds liability These details must be clarified before listing, not during escrow. Vacant Properties Require Special Planning Vacant homes introduce additional risk: Insurance requirements change Policies become more expensive Liability exposure increases Freeze risks rise Maintenance becomes critical Security becomes a concern A vacant listing without proper insurance and systems protection can create massive liability for sellers. Seller Preparedness Is Professionalism At Boston Connect Real Estate, we don't believe in rushing listings just to “get inventory live.” We believe in doing it right: Legal clarity Insurance protection Document verification Authority confirmation Property condition checks Disclosure accuracy Risk mitigation Professional execution Because professionalism protects clients. Our Seller Preparation Checklist We've developed a Seller Preparation Checklist that helps homeowners organize critical information before listing, including: Deeds & ownership documents Wills & estate documents Trust information Power of Attorney Insurance policies Utility information Property improvements Easements Road status HOA documents Vacant property planning Maintenance records Legal authority documentation Request your copy: Email: realestate@bostonconnect.com We'll send you the full checklist to help you prepare whether you're selling now or planning for the future. Final Thought Real estate is not just about buying and selling property it's about protecting people during some of the most important transitions of their lives. Preparation is not paperwork. Preparation is protection. Preparation is peace of mind. Preparation is professionalism. At Boston Connect Real Estate, we don't just list homes we guide people through life transitions with clarity, structure, and care. If you're thinking about selling, planning for the future, or simply want to understand what “being prepared” truly means we're here to help. Boston Connect Real Estate RealEstate@BostonConnect.com 781-826-8000 BostonConnect.com

1/17/26 Olsen on Law Radio Show

In this conversation, attorney Elijah Keyes discusses the critical importance of estate planning for individuals and families, emphasizing that neglecting to create a plan can lead to significant legal and financial complications. He explains the various costs associated with estate planning, the challenges of navigating probate, and the real-life consequences of poor planning. Keyes also highlights the role of attorneys in creating effective estate plans and compares different approaches to estate planning, ultimately advocating for a thoughtful and proactive strategy to protect one's assets and family.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Tune in to 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!  On this episode, the All the Leads Mastermind crew shares practical tactics drawn from real-world deals across probate, late mortgage, divorce, and aging homeowner leads. The conversation breaks down what actually works to increase conversations, from where to invest your time with texting campaigns, YouTube content, and targeted mail, to dialing strategies that improve phone pickup rates in today's market. Matt shares his go-to playbook, emphasizing the importance of diversifying channels, varying call times, and never relying on a single tactic. The group discusses the pros and cons of ringless voicemail, live outreach, and Facebook retargeting, while reinforcing the need to keep human connection at the center of every campaign. You'll hear how agents are combining AI tools with dedicated staff to scale outreach while staying compliant and respectful with prospects. The discussion also explores the pre-probate and probate landscape, including how attorneys can partner with agents to unlock deals, structure favorable terms, and move transactions forward using probate cash programs or contingency-based arrangements. Throughout the episode, the focus remains on speed, empathy, and responsible scaling by triaging leads, nurturing relationships, and testing new channels like video, YouTube, and direct outreach to stay in front of the right people. If you're building a pipeline in probate or mortgage-related niches, this episode distills evergreen principles around consistent outreach, multi-channel presence, and adapting to state-by-state norms that can lead to more conversations, more appointments, and more closings over time.    Key Takeaways:  The best ROI comes from mixing channels like mail, texting, video, and dialing cadence rather than relying on a single tactic.  Vary call times and days to improve answer rates when calling probate and late mortgage leads.  Retargeting on Facebook alongside direct calling can double engagement and expand reach.  Pre-probate and attorney partnerships can accelerate payments and unlock deals more quickly.  Lead outreach should start with empathy about loss to build rapport before pitching solutions.  Triaging leads into top segments helps focus energy on the best opportunities.  AI and automation should support human outreach, not replace it; keep conversations authentic.    https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.   #RealEstateProspecting #NicheSellerLeads #LeadGeneration #RealEstateMarketingPrevious 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 this interview, Kevin from OC Title shares insights into The OC Way—the company's people-first approach to service, culture, and doing business the right way. We talk leadership, values, and what sets OC Title apart in today's real estate and title industry.Visit his website here: https://www.octitle.com/

The Lawyer Stories Podcast Episode 250 welcomes back - and we're excited to do so - Samah T. Abukhodeir, Founder and Managing Partner of The Florida Probate & Family Law Firm, joined by her husband and law partner Jose Ignacio Leon. Since our last conversation (Ep. 224), Samah has been building with intention, growing significantly to almost 50 employees across nine law firms. In this milestone episode, we dive into what she's been up to, what it's really like growing a law firm with your spouse, how they divide responsibilities, and why their chemistry works - both inside and outside the office. Jose shares a powerful insight that anchors the conversation: "No one is going to work harder for you than your family." Together, they reflect on trust, alignment, and the impact they strive to make for their clients, while sharing their vision for the firm's continued growth. An honest, inspiring conversation about partnership, purpose, and building something meaningful - together.

Season 5 of Killin' It In Real Estate kicks off in Atlantic City with our latest episode affectionately known as "Death, Dirt, and Atlantic City," and the laughs start immediately. Alex Shnayder, a fan favorite and all time repeat guest, along with first-time guest, Karen Gaul-Parry, pop into the luxurious Fiore Suite in AC to talk estate administration and probate. And trust me, we tackle the topic without making it boring! We share a few stories, break down tough topics, and have way too much fun along the way. It's smart, it's practical, and it's pure Atlantic City energy. Visit BucksRealtor.com to sign up for the Navigating Estate Administration and Probate on February 3 or Alex's class, " Estate Administration and Probate in Real Estate" on March 25.

Being a probate real estate specialist brings a unique kind of pressure to the work we do every day.When the market shifts, income feels uncertain.When calls get emotional, the conversation carries weight.When regulations change, both licensed and non licensed folks adjust right alongside the families they help.Here's where a probate real estate specialist stands out.When the options you present feel clear and safe, families respond with trust.When choices feel rushed or confusing, they pull back.This coaching call walks through the conditions that help a probate business grow.The same way real estate pros create movement by giving families choices that protect them and still support your work.You will hear questions from agents, investors, wholesalers, and new professionals stepping into probate for the first time.If you are building your foundation, the call gives direction.If you are scaling, the call shows what to tighten so momentum stays steady.Timestamps/Highlights :00:00 What has to be done in setting up a well rounded business with probate6:20 When you choose probate as your main thing, what makes it worth your time, energy, and money16:20 For non license folks, what needs to be in place for you to feel confident that you get paid fairly when a lead chooses to list24:30 What happens when probate becomes the core instead of a side option in your real estate business37:50 What makes an option feel safe, practical, and respectful for heirs, and how to communicate those choices in a way that still supports your work46:06 How do you decide which leads help your momentum and which ones slow you downIf these questions match what you deal with now, then this call helps you see your next move as a probate real estate specialist or someone entering the space.If you want to understand how probate fits into your long term business, this conversation gives you a clear view of the path other professionals are taking.Watch the call and notice which part connects with you first.Your response usually points to your next step.

Probate attorney referral strategies shape a big part of this coaching call, especially for probate real estate specialists who want steady attorney referral activity, stronger pipelines, and clearer systems. This session gives a steady look at the parts of probate work that influence progress, from pipelines and mail systems to data sources and attorney relationships. If you have been refining how you operate, the sections below help you compare your approach with methods that already support better referrals and cleaner processes.00:00What has to be clear for any probate professional is how a pipeline performs in real time. This  section shows closing and conversion data from someone doing the work now, not last year's market... One of the successful alumni David Pannell05:48If you value a mail system that brings consistent responses, this part walks through the approach and why it held up.11:36For those who depends on accurate probate data...this section covers the primary sources professionals trust and the differences between them.19:35What has to be understood about probate attorney referrals is that specialization drives trust. This part explains why attorneys send cases to professionals who clearly understand their field vs. sending them outreach 25:28If you want people to reach out because your content answers what they already ask, this section shows how to build an ecosystem that positions you as a steady resource.42:42Some actions strengthen a probate attorney relationship more than others. This part explains what attorneys pay attention to and how your value shows up on their side of the work.49:40If you are considering event sponsorships as an entry point, this helps you weigh whether that strategy fits the direction you want to take.If you've been refining your probate process, these sections help you see what aligns with the business you want to build.

A probate real estate specialist does not succeed by  "just copying" one tactic. Results come from choosing a business model that fits how much time, money, and responsibility you are prepared to handle. This coaching call breaks down how different models actually perform, what happens when deals become more complex than expected, and how professionals adjust without burning out or losing control.If you are deciding how to structure your probate real estate business, the timestamps below help you compare options, pressure-test your current system, and see whether it can support what you want next.Hot takes/Highlights: 00:00Different probate business models and where each one breaks downMail-only systems, attorney-centered referrals, cold calling, ISA support, and paid automationThis section helps you decide whether predictability, control, or cost matters most to you as a probate real estate specialist.13:03Squatters, repairs, time investment, and unexpected expensesWhat happens when responsibility expands beyond the listing and how to think through fees and boundaries before it happens again.32:53Listing agreements with administrators and estatesWho signs and how contracts are typically handled35:30How partner calls work and when they make senseUseful if you are deciding how much support you want versus doing everything yourself.37:00How consistent effort compounds over timeThis helps you evaluate whether your daily inputs match the results you expect long term.37:58How much probate business actually exists and how much typically turns into transactionsThis section helps you decide if your market can support your goals before you overbuild a system.42:34Deciding how much business you wantThen asking whether your current system can realistically produce it43:30Reverse mortgage referrals connected to probateIdentifying motivated situations and filtering opportunities46:47Presenting options based on speed or moneyThis section shows how probate real estate specialists position choices so clients can decide without pressure.If you are refining your approach to probate, these sections help you see what aligns with how you want to operate and where adjustments make sense before scaling further.

Probate real estate marketing becomes easier to commit to when you can clearly see what is working, what is supporting trust, and what is quietly wasting effort. This coaching call looks at how professionals structure their probate marketing through vendor relationships, visibility channels, and direct conversations, and how those choices shape results over time.A recurring theme in this discussion is alignment.If your marketing activities require more time or emotional energy than you can consistently give, friction builds.If your systems depend on channels that only work under specific conditions, results become unpredictable.This call helps you evaluate whether your current probate real estate marketing setup matches your capacity, your market, and the kind of outcomes you want to support.You'll hear how specialists decide when tools like Google Business Profiles function mainly as credibility checks versus lead sources, how follow-up materials such as probate resumes clarify positioning, and how vendor relationships become referral channels when handled with consistency rather than pressure.The goal is to recognize what needs to be in place before scaling effort, spending more money, or expecting stronger referrals.The timestamps below help you pinpoint where structure, clarity, or support may be missing:2:15Building vendor teams around estate administrationEstate administration vs estate creationHow presenting yourself as a coordinated solution increases referral confidence6:37Three pillars of probate real estate marketingChase, Attract, and Sphere of Influence How balance reduces dependency on any single channel14:20Google Business Profiles in probate marketingWhen they support trust and verificationWhen they realistically contribute to inbound activity18:06Sending credentials after probate conversationsWhat a probate-focused resume clarifiesHow positioning affects follow-through31:37 / 32:12Softening early conversationsLanguage choices that keep dialogue open rather than guarded42:58Adjusting outreach based on contextHow flexibility and volume influence consistencyWhy rigid scripts often limit results

Probate real estate leads respond better when your business follows a clear path instead of a mix of unfinished setups. If your leads keep coming in but your system to handle them still feels halfway built, this call helps you see what a complete structure can look like.This session walks through three clear paths for a probate business, the numbers behind a full partnership model, and what happens when a pipeline runs long enough to compound. You will hear how agents  and investors  can plug in their own data, how old lists can still support early months, and what changes around month six when systems, coaching, and lead flow all point in the same direction.This call fits you if...➡️ If you already have probate real estate leads and no clear follow through, then you need a simple way to see where each contact stands.➡️ If you keep going back and forth between building alone or joining a partnership, then you need to hear the economics explained in clear terms.➡️  If you want a business that can keep moving even when you are not prospecting at full speed, then you need to see how ISAs, mail, and resource packages support that outcome.Highlights and Hot Takes: 1:19 Three paths to running a probate business and how each one handles time, money, and support22:20 Using your existing data inside the system and what needs to be true about those leads26:08 Pipeline on autopilot, how calls, mail, and resources keep probate leads moving toward you39:15 Monthly economics for a full partnership and what that looks like in practical numbers46:00 Options for partners who stay beyond six months and how expenses can shift as results grow48:28 Split structure for investors who move deals through this model49:54 What happens if you decide to end mentorship or partnership once systems are in place53:14 Paths for running a lighter version of this setup when you want lower spend1:07:22 Expected outcomes once these systems are implemented and given time to workWhen this matches where you are with your probate real estate leads, watch the call with your own market in mind and decide which path you want to commit to next.

Tune in to 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!  On this episode, the Mastermind crew discusses how AI is reshaping real estate outreach and coaching. Real-world participants share experiences with AI clones for handling repetitive questions, generating virtual tours, and collecting client information, while stressing that human conversations remain essential for nuance, trust, and closing deals. They explore the Go High Level CRM and other tools, the importance of vetting what's rolled out, and how to test new AI features before deploying them widely. The group compares the ‘last mile' problem in telecom to today's AI-driven outreach, emphasizing that AI can empower agents to stay in front of every lead without sacrificing personal connections. They cover probate, divorce, and pre-foreclosure niches, along with late mortgage-related opportunities, and offer practical tips for building a strong follow-up routine that converts over time. Attendees highlight successful coaching calls, cross-team collaboration, and the value of cross-referrals with lenders and investors. The discussion also touches on market dynamics heading into 2026, price movement, and how to position services so clients see AI as a trusted tool rather than a threat.   Key Takeaways: - AI improves lead follow-up and efficiency without replacing human judgment. Automation handles speed and consistency, while people handle nuance, trust, and closing. - Human conversations are still critical for empathy and complex decisions. Subtle cues, emotional timing, and relationship-building remain uniquely human strengths. - Probate, divorce, late mortgage, and pre-foreclosure leads are high-intent. These leads are driven by real life events, not casual interest, making them more actionable. - Our lead types are designed for long-term conversion, not quick wins. Success comes from working niche distress leads over time, not expecting instant results. - Consistent, disciplined follow-up converts long-cycle opportunities. Most deals close months after first contact, rewarding agents who stay engaged. - Collaboration between lenders, agents, and investors multiplies results. Strategic partnerships create more referrals and smoother outcomes for clients. - Ethical use of AI and strong QA protect credibility and trust. Transparency and accuracy ensure technology enhances, rather than harms, relationships.  To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.   #RealEstateAutomation #RealEstateInvesting #RealEstateLeads #LeadGenerationPrevious 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

Agents and Investors who see consistent movement in probate aren't saying more on their calls.They're creating conversations that feel steady enough for families to stay in.This coaching session looks at how value messaging shapes outcomes long before follow-ups or systems come into play.You'll see:➡️ Why probate leads respond differently than traditional sellers➡️ How clearer positioning affects engagement more than frequency➡️ What separates conversations that continue from ones that end early➡️ how support systems carry long timelines without adding pressureThis isn't a walkthrough of scripts or outreach volume.It's a discussion about the kind of operator probate requires you to be,and the kind of messaging that supports that role.If you're deciding whether probate fits how you want to work,or refining how you show up inside it,This session gives the context most folks look for before committing further.Timestamps: 00:00 How the way value is communicated affects a PR's decision more than the service itself12:10 What belongs in a strong CPE resource package, and how a systematic pipeline can support agents who want fewer calls and more quality conversations20:58 What numbers matter when checking if a county qualifies for a marketing partnership34:50 How to understand harsh reactions and what they reveal about the clarity of your value message38:30 What to say to keep probate leads engaged instead of letting the call end too fastThis session gives practical steps for presenting value, creating momentum with probate leads, and keeping conversations steady on long probate timelines. If your goal is to improve probate lead flow and build trust from the first call, then this discussion will help you move in that direction.

Probate leads move at their own pace. Some families respond fast, others take weeks, and some go quiet for long stretches. When timelines slow down, your approach to follow up becomes the key that keeps everything steady.This coaching call walks through simple ways to keep probate leads warm, responsive, and moving forward without pressure. You'll learn how to ask questions that open awareness, support families through delays, and keep your probate lead flow active even when updates are rare.Timestamps:2:00 What to focus on first when you want your probate leads to grow through referral sources instead of consumer marketing.3:29 How to stand out when probate leads already have a realtor and still be remembered as the one who solves problems.9:47 How to keep probate leads moving when they rarely have updates.14:29 A gentle approach for probate leads who delay decisions with vague reasons.22:44 How to support probate leads when a property has tenant or title issues.32:35 What to do when a personal representative is overseas, and the attorney delays or slows the entire file.43:33 How to rebuild your probate lead pipeline when your main attorney retires, or referrals slow down.51:51 What to consider when probate leads involve messy estates, foreclosure pressure, or buying beneficiary rights.If you want a smoother system for managing probate leads, stronger conversations, and steadier follow-up across long probate cycles, this session gives clear direction you can apply right away.

Probate can feel slow when families hesitate, attorneys need updates, and cases hit a slowdown over paperwork. If this continues to happen in your workflow, then your marketing system needs to carry more of the weight.This coaching call walks through practical moves that keep probate real estate marketing steady. You'll see how bond requirements, partition issues, mailers, attorney outreach, and follow-up systems fit together so your pipeline stays active even when individual cases pause.If you want clearer steps for building referral lines with attorneys, improving your lead flow, and expanding into new probate markets, then this session gives you a direct look at what to focus on next.What You'll Learn: These timestamps demonstrate how they shift an attorney's perception of you from “another realtor or investor” to “someone who understands my world.”19:50 “How often do families run into issues with probate bonds?”36:00 “What happens when four heirs disagree, and three want their portion right away?”49:03  “What is your business costing you in time and money?”This will help you think from an operator to a business owner.59:59 “What does an ISA usually cost?”( Not just the hourly rate but the opportunity cost. )These reframes leverage so you stop doing everything yourself and start moving like someone who runs a business, not someone who's buried in one.Watch the call to see how these pieces connect and what you can apply today.

Danny Brown has almost two decades as a top producer in real estate and has really seen it all! Danny and Josh specifically discuss the importance of Estate Planning and having the necessary documents in place to make sure loved ones aren't left dealing with probate when someone passes.  Danny works with many probate and estate attorneys as well as senior placement agents to help families navigate the tricky buying and selling of real estate.  His company Myriad Real Estate has come up with unique programs to ease the burden on families to help coordinate the transaction and sometime repairs, without out of pocket costs to the sellers.

Tune in to 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 we dive into the lazy agent program, a property lead system Becky demonstrates in a concise app walkthrough. Becky, the chief architect, explains how driving-by opportunities are captured: you photograph a property, verify a few data points, upload six or seven details, and submit. The acquiring company, backed by substantial funding to purchase properties nationwide, coordinates the next steps and ensures you're compensated. If they buy, they'll return the listing rights and you'll earn a 25% referral when the property is later listed and sold. The platform is designed to be simple and accessible, with a free sign-up period and a clear path to onboarding that collects real brokerage information. The demo shows how status changes are reflected in the system, how admins can add comments, and how you can track progress from submission to resale. The aim is to minimize the time spent chasing low-hanging fruit while still rewarding contributors, and to include investors and wholesalers who want in on the process. The session closes with Q&A, slides, and instructions to access the sign-up flow, the support resources, and the upcoming opportunities to start submitting properties today.  Key Takeaways: The Lazy Agent program lets agents submit distressed or underutilized property opportunities to a nationally funded acquiring partner. Participation is free during the initial sign-up window announced on the call, with paid access planned later. Submitting a property through the app sends photos and key details directly to the acquiring company for review. Agents earn a 25% referral fee when a submitted property is acquired and listed, or when a returned opportunity is successfully listed. The acquiring company handles all negotiation and acquisition work, returning the listing to the submitting agent when ready. Agents can view property status updates and admin comments inside the app for visibility and tracking. Onboarding requires valid brokerage information and a licensed principal broker to support listing agreements. The program is designed as a low-effort, scalable way for agents to monetize opportunities they would otherwise pass on. To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.   #LazyAgentProgram #RealEstateTech #LeadGeneration #PropTech 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

Good morning, afternoon, and evening, everybody! Happy New Year! It's 2026, and despite "feeling like ass" with a nasty flu, I'm fired up to share our 3-pronged attack strategy for the year ahead. History's repeating itself, folks: distressed real estate is on the rise, from residential notes to commercial defaults. Texas (and Florida's "errors") are hotspots, and opportunity knocks for those willing to roll up their sleeves!Forget 3% mortgages; people are tapping equity at 7% to survive, meaning more distressed assets hitting the market. Austin's getting a little too "hectic" with its "Democratic socialists" for my taste, so we're looking to South Texas for some probate action! This isn't just theory; it's our tactical approach to turn chaos into cash flow.Here's our battle plan for conquering distressed real estate in 2026:Non-Performing Notes & Strategic Sub-To Deals: We're targeting non-performing notes we can buy cheap enough for big checks or 12%+ cash flow. If not, we pivot to subject-to acquisitions with borrowers who have 20%+ equity, saving them from foreclosure while we pick up solid assets (using legal Texas wrap-arounds or lease options).South Texas Probate Power Plays: As Austin gets "not nice," we're diving deep into direct mail campaigns for probate deals in South Texas, aiming to scoop up properties from families who just want to move on.Capitalizing on Distressed Property & Borrower Engagement: Learn how we're reactivating direct marketing campaigns and old websites to find distressed properties, engaging directly with homeowners to help them avoid a credit-crushing foreclosure.The Unsung Hero: Consistent Marketing & Capital Raising: Discover why "consistency" is my word for 2026. Without it, you're a "ghost." We'll talk about effective social media (LinkedIn's good, Facebook's a "dumpster fire"), email lists, and why January-March are prime months for networking to raise capital.Why You Need to Take Action (Seriously!): This isn't a hobby; it's a business. Whether it's funding delinquencies or light rehab, you'll need capital. And if you've got a killer case study or a burning topic, reach out – we love to feature badasses closing deals!This isn't about sitting back and waiting; it's about leaning into the storm and finding the gold. If you're ready to stop getting "hobby results" and want to turn distressed properties into real wealth, it's time to act. Don't be a stranger – book a call at talkwithscottcarson.com, text me at (512) 585-3810, or join our Note Buying for Dummies workshop in Austin (notebuyingfordummies.com – includes a spouse/partner, so no excuses!). Go out, take some action, everybody, and we'll see you at the top!#RealEstateInvesting #DistressedRealEstate #NonPerformingNotes #SubjectTo #ProbateInvesting #TexasRealEstate #RealEstateStrategy #CashFlow #InvestorMindset #2026Goals #RealEstateMarketing #PodcastWatch the Original VIDEO HERE!Book a Call With Scott HERE!Sign up for the next FREE One-Day Note Class HERE!Sign up for the WCN Membership HERE!Sign up for the next Note Buying For Dummies Workshop 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 Pinterest

In this episode of Next Steps 4 Seniors: Conversations on Aging, host Wendy Jones and estate planning attorney Mallory Kallabat discuss probate, estate planning, and strategies to avoid probate. They explain what probate is, its drawbacks, and the importance of early planning. The conversation covers the differences between wills and trusts, the necessity of properly funding trusts, and essential documents like powers of attorney. Mallory shares practical tips for choosing fiduciaries and using beneficiary designations. The episode emphasizes the value of pre-planning to protect loved ones and offers guidance for listeners seeking personalized estate planning advice.Learn more : https://nextsteps4seniors.com/See omnystudio.com/listener for privacy information.

Much like when parents try to put off the "talk" when their kids are younger, they often avoid sharing estate plans when their children are older. Greg Aler explains how clear communication on wills and trusts—especially in blended families—prevents probate battles and protects your legacy with a simple, actionable roadmap. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn.See omnystudio.com/listener for privacy information.

How to Avoid Probate When You Own a Business

Stop chasing Expireds and start dominating the Silver Tsunami. In this epiosde, I break down the exact probate scripts for real estate agents that will help you secure listings without feeling like a "vulture." If you want to double your business, you need a lead source that is 100% market-resistant.Most agents are terrified of Probate Cold Calling because they don't know what to say. I'm going to show you how to use "Tactical Empathy" to lower resistance instantly. You will learn how to get probate listings by positioning yourself as a helpful resource rather than just another salesperson.✅ Why probate leads are the most consistent source of high-equity sellers✅ The specific "White Hat" approach to becoming a respected probate real estate agent✅ How to stop using generic real estate cold calling scripts that get you hung up on✅ The blueprint for real estate lead generation 2025 that competitors are ignoringIf you have been asking yourself about generating leads how to find motivated sellers who actually need to sell right now, this strategy is your answer. Mastering probate scripts for real estate agents is the single best way to become a top real estate lead gen agent regardless of interest rates or market cycles.

5 ways you can avoid probate.

The Parliament cleared the Repealing and Amending Bill, 2025, which deletes Section 213 of the Indian Succession Act, 1925 eliminating the requirement of mandatory probate for certain wills. The amendment removes a dual distinction of geography and religion that has long been in conflict with succession laws in the country, turning probate from a mandatory exercise to an optional one.----more----

Attorney Todd Marquardt addresses probate, Howard Hughes wills, and more on this bonus edition of Talk Law Radio! Attorney Todd Marquardt brings you insightful topics every Saturday morning, but he's not stopping there! Join Todd every Sunday afternoon at 4:30pm for a special bonus segment! He addresses trending and specific topics in more detail with a professional perspective. The mission of Talk Law Radio is to help you discover your legal issue blind spots by listening to me talk about the law on the radio. The state bar of Texas is the state agency that governs attorney law licenses. The State Bar wants attorneys to inform the public about the law but does not want us to attempt to solve your individual legal problems upon the basis of general information. Instead, contact an attorney like Todd A. Marquardt at Marquardt Law Firm, P.C. to discuss your specific facts and circumstances of your unique situation. Like & Subscribe! https://www.youtube.com/@talklawradio3421 Listen here! www.TalkLawRadio.com Work with Todd! https://marquardtlawfirm.com/ Join attorney Todd Marquardt every week for exciting law talk on Talk Law Radio!See omnystudio.com/listener for privacy information.

Keith discusses the K-shaped economy, where income from capital assets is rising while labor income is declining.  In 1965, 50% of income came from labor and 50% from capital; by 1990, it was 54% and 46%, respectively, and today it's 57% and 43%. Keith emphasizes the importance of how capital compounds over labor and advises on building ownership in real estate and businesses.  Finally, he answers your listener's questions about: agricultural real estate inflation, profiting on mortgage loans, transitioning from accumulation to preservation and a fast-growing state that no one talks about. Episode Page: GetRichEducation.com/584 For access to properties or free help with a GRE Investment Coach, start here: GREmarketplace.com GRE Free Investment Coaching: GREinvestmentcoach.com Get mortgage loans for investment property: RidgeLendingGroup.com or call 855-74-RIDGE  or e-mail: info@RidgeLendingGroup.com Invest with Freedom Family Investments.  For predictable 10-12% quarterly returns, visit FreedomFamilyInvestments.com/GRE or text  1-937-795-8989 to speak with a freedom coach Will you please leave a review for the show? I'd be grateful. Search "how to leave an Apple Podcasts review"  For advertising inquiries, visit: GetRichEducation.com/ad Best Financial Education: GetRichEducation.com Get our wealth-building newsletter free— GREletter.com or text 'GRE' to 66866 Our YouTube Channel: www.youtube.com/c/GetRichEducation Follow us on Instagram: @getricheducation Complete episode transcript: Keith Weinhold  0:00   Keith, welcome to GRE. I'm your host. Keith Weinhold, capital compounds, labor doesn't realizing this can change allocation decisions for the rest of your life. Then I discuss giving. Finally, I answer your listener questions about agricultural real estate inflation, profiting on mortgage loans when it's time for you to stop accumulating properties and a fast growing state that no one talks about today on get rich education   Speaker 1  0:33   since 2014 the powerful get rich education podcast has created more passive income for people than nearly any other show in the world. This show teaches you how to earn strong returns from passive real estate investing in the best markets without losing your time being a flipper or landlord. Show Host Keith Weinhold writes for both Forbes and Rich Dad advisors, and delivers a new show every week since 2014 there's been millions of listener downloads of 188 world nations. He has a list show guests include top selling personal finance author Robert Kiyosaki, get rich education can be heard on every podcast platform, plus it has its own dedicated Apple and Android listener phone apps build wealth on the go with the get rich education podcast. Sign up now for the get rich education podcast or visit get rich education.com   Corey Coates  1:18   You're listening to the show that has created more financial freedom than nearly any show in the world. This is get rich education.   Keith Weinhold  1:34   Welcome to GRE from Williamsburg, Virginia to Williamsport, Pennsylvania and across 188 nations worldwide. I'm Keith Weinhold, and you're listening to get rich education, and I'm somewhat near Williamsport, Pennsylvania today. For years, I've told you about the widening canyon between the haves and the have nots, and that's something that you might have only visualized in your head or merely considered a theory, but now you can see it. There's a chart that I recently shared with our newsletter subscribers that might just make your spine tingle and look, I don't like saying this, but hard work just does not pay off like it used to. This is emblematic of the K shaped economy. Just visualize the upper branch of the K, a line rising over time, and the lower branch of a letter k, that line falling over time, both plotted on the same chart. So what steadily happened over the last 60 years really is quite astonishing. And look, I don't want the world to be the way that I'm about to tell you it is, but that's just what's occurring. The share of one's income from capital assets is rising, while the share from labor keeps decreasing simultaneously. Now just think about your own personal economy. What share of your income is from your invested capital versus how much of your income is derived from your labor. When you're the youngest, it's all labor. When I got out of college and had my first job, all of my income was from labor. I certainly didn't have any rental property cash flow or stock dividends. But for Americans, here is how it's changed over time, and this K shaped divergence is alarming people in 1965 it was 5050 by 1990 54% of income was from capital and 46% labor. Today it's 57% capital and only 43 labor. Gosh, the divergence is real, and it's only getting wider, and I really had to dig for the sources on this K shaped economy chart. They are the BLS, the Tax Foundation and the International Labor Organization. Increasingly, asset owners are the haves. The upper part of this K shaped economy, that line is drifting up like a helium balloon that you forgot to tie to the chair. It just keeps going up and then the labor share of income, which is shrinking, that is also known as how much of the economic pie goes to people who actually work for a living. That is another way to think of it. So frankly, that's why I say hard work just does not pay off like it used to, because with each wave of inflation, assets, pump, leveraged assets, mega pump and wages lag behind, and we can't allocate our resources in the way that we want the. World to be, but how the world really is. In fact, the disparity is even greater than the chart that I just described to you, because it doesn't even include value accumulation, also known as appreciation. I was only talking about income there, and the reality is that working for a paycheck just pays off less and less and less. No amount of working overtime on a Saturday can make you wealthy, but it might make you miserable. Owning assets pays off more and more. In fact, the effect is even more exaggerated than what I even described, because, as we know, the tax treatment is lighter on your capital gains than it is your income derived through labor. As the economy keeps evolving, those who benefit the most, they do not sell their time for money. They're not trading their time for dollars. In fact, let me distill it down here are, yeah, it's just four words that could change the way you allocate your time and your effort for the rest of your life. Capital compounds, labor doesn't. yeah, there's a lot right there. If you want to keep up or get ahead, you need to be on the capital part of the K, the upper part. And what would that really look like for you in real life? What does that practically mean? It means building ownership into your financial life, owning real estate, owning businesses using prudent leverage, owning things that produce income, and even merely owning more things that appreciate. And here's the great news, though, real estate is still the most accessible, leverageable, tax favored capital friendly asset class ever created. That's whether you're just patching together like 43k for a down payment on your first turnkey single family rental, or making a tax deferred exchange into a 212 door apartment complex. Okay, this is how that can look in real life. The bottom line here is that as the economy gets more and more K shaped, with this divergence between Americans capital share of income increasing and labor share decreasing, that you want to stack real income generating assets. That is the big takeaway.    Keith Weinhold  7:44   Well, this is the time of year where a lot of people feel compelled to give donations. And as a GRE listener that's paid five ways, you've got more ability than others to give, I need to caution you about some things. I'm sorry that it is this way, because I do want to promote giving. It's kind, it's virtuous, and it's not a completely selfless act either, because when I give, it makes me feel good too. You're making a difference, and that feels great. Let's talk about the downsides of giving, though, because few people discuss that. We already know about the upsides when I give to an organization, say, 1500 bucks here, $1,000 over there, well, inevitably, you do get on that organization's contact list. And yeah, I suppose that it is easier to retain a customer or donor than it is to find a new one. Sometimes I just make what I expected to be a one time donation, but they will keep contacting you. Now, I was once on the other side of this. I served on a volunteer committee that organizes athletic events, and a friend of mine, John made a $1,000 donation to our organization one year, which was really kind, and he's just a day job working kind of guy when he didn't make the donation. The following year, someone made it a line item in our meeting minutes to say that John's donation was not renewed. Like that's the only thing they brought up. Oh gosh, that really struck me the wrong way, because here's a guy that traded his time for dollars at a job that I happen to know he doesn't like very much, and the committee statement was that the guy didn't renew his donation. Sheesh, now, when it comes to the tax treatment of, say, $1,000 that you make in a donation, there's a lot of misunderstanding about how that works, and this is the type of subject that you're thinking about now, because sometimes people want to get a tax break tallied up before year end, because some people think that after the year ends, well, the IRS pays you back the $1,000 you donated because it's tax deductible. No, that's how a tax credit. Works. But a tax deduction, which is all that you might be eligible for, means that if your annual income is 100k well then a 1k donation lowers your taxable income to 99k so if you're in the 24% tax bracket, then you'd get 240 bucks back. But you know, in many or even most cases, you're not going to get any tax break at all for making a donation, and this is because you did not exceed the standard deduction threshold, which is now almost 16k if you're single and almost 32k married, you get to deduct those amounts from your taxable income no matter what. So the standard deduction, in a way, it's nice, because you don't have to keep receipts and do all that tracking for everything. So I've had that experience myself where, huh, feeling a little generous throughout the year, giving $1,500 here, $1,000 there. Oh, and then realizing that it does nothing for me on taxes, you have to give more to exceed the standard deduction amount and start itemizing them. And mortgage interest does go into that amount. Okay, it does go into the amount to try to get your total above the standard deduction threshold. So go ahead and give freely, but in a lot of cases, keep in mind that it often does nothing for your taxes, because you're taking that standard deduction if you indeed are. There's been another tip flation trend that's annoying, and that is increasingly when I give a donation online, I'm asked to if I want to leave a tip on top of the donation. That is so weird, a tip is for good service. I'm serving you by being generous enough to give a donation. Sheesh, a tip request on top of a donation. But please do give when you do, one thing that you might want to specify is that it is a one time donation, if that is your intent, or they will constantly follow up with you.    Keith Weinhold  12:06   Coming up next, I'm going to answer your listener questions. A member of Team GRE, who you haven't heard before, is going to come in to ask me your listener questions, and one of them is going to be among the most important topics that our show has never addressed, and it's about time. I'm Keith Weinhold. You're listening to get rich education.    Keith Weinhold  12:28   You know, most people think they're playing it safe with their liquid money, but they're actually losing savings accounts and bonds don't keep up when true inflation eats six or 7% of your wealth every single year I invest my liquidity with FFI freedom family investments in their flagship program. Why fixed 10 to 12% returns have been predictable and paid quarterly. There's real world security backed by needs based real estate like affordable housing, Senior Living and healthcare. Ask about the freedom flagship program when you speak to a freedom coach there, and that's just one part of their family of products, they've got workshops, webinars and seminars designed to educate you before you invest. Start with as little as 25k and finally, get your money working as hard as you do. Get started at Freedom, family investments.com/gre, or send a text now it's 1-937-795-8989, yep, text their freedom coach, directly again, 1-937-795-8989   Keith Weinhold  13:40   the same place where I get my own mortgage loans is where you can get yours. Ridge lending group and MLS, 42056, they provided our listeners with more loans than anyone because they specialize in income properties. They help you build a long term plan for growing your real estate empire with leverage. Start your prequel and even chat with President Caeli Ridge personally while it's on your mind, start at Ridge lending group.com that's Ridge lending group.com   Kristen Tate  14:14   this is author Kristin Tate. Listen to get rich education with Keith Weinhold, and don't quit your Daydream.   Keith Weinhold  14:32   Welcome back to get rich Education. I'm your host. Keith Weinhold, they say that it takes a village to get some things done and well, it takes a team to prop up this slack jawed operation one GRE team member, capably behind the scenes for more than a year and a half now, is Brenda Almendariz, welcome in. Brenda, Hi, Keith, thanks. Rather than me asking the listener questions this time you. You get to do it, but before we do that, just tell us a bit about your real estate investing.    Brenda  15:07   Sure. So I started maybe learning a little bit about investing and kind of looking into other options to grow my wealth. And I came across the GRE podcast and a few others. So I think about 2018 I did a little bit of just learning and kind of educating myself. And then 2019 I bought my first turnkey property. Turned out well. And then 2020 I bought my second one. And then in 2021 I decided, okay, this is working really well. Maybe I'll do a house hack. I'll do something a little different, and in a year, then maybe I'll do something else. But I've been in my 2021 home now for about almost five years. I'm looking for the next one, hopefully within the next year. But yeah, it's been great. Turnkey. Just met real estate investment company here at my local REIA, and then I learned that I could actually connect with other companies across other places through GRE but yeah, it's been great.   Keith Weinhold  16:02   Brenda lives in Phoenix, just about as close to the center of Phoenix as you can possibly be. I sat down with Brenda for lunch the last time that I was in Phoenix, and like a lot of people, almost everybody that works here at GRE they started out as a listener before they ever worked here. And really, it's that same story with Brenda as well. So yeah, Brenda will want to ask us the first of what we have about four listener questions today   Brenda  16:31   we do, so I'll go over the first one here. Question is, I would love for you to revisit some of the non traditional example, coffee plantation, CBD manufacturing, teak plantation, Belize resort properties and syndication projects you've discussed on the GRE podcast just to see how they turned out. I'm sure some of them failed to deliver the expected returns, and it's the failures that many of us learn the most from   Keith Weinhold  17:02   Yeah, totally. Okay, so not so much a listener question here, but a comment to discuss more of these agricultural real estate investments or ones that are in syndications off of the investment type that you can't do yourself, is what we're talking about here, rather than direct ownership of residential rental property and an appeal to follow up down the road to see how they really turned out. And you know, Brenda, I'll address you because we don't have the listener name with this question. Most people in my position, if an investment has been discussed on the show, and then that investment didn't go as well as was hoped for, you know what? They never tell the audience about it. However, there's the Panama coffee farm investment. We first discussed that here way back in 2015 and we had a GRE field trip where I met a lot of you in person there in Panama. And as I often do when we discuss a particular investment here, I bought and still own Panama coffee farm parcels myself. That investment, it paid cash flow from the crop yields for a few years, and then it stopped. The good yields stopped due to covid disruption, and since then, there have also been erratic weather patterns like drought and precipitation of the wrong levels and at the wrong time of year, and there's been more of a prevalence of pests in disease like coffee leaf, rust and the operator. They have been communicative and forthcoming all the while they're still issuing the annual report that I read, and sometime after that, I think that a lot of investors were assured, because it sort of made national news, international news, that markets for both coffee and cacao have been suppressed, at least from the standpoint of there's not enough crop yield. I mean, that is a problem in a lot of places worldwide. Now I hope that turns around, and it very well may. In fact, we did something here that very few shows do. Back on episode 431, we had the Panama coffee farm CEO come back on the show to describe exactly what I just told you about there. And few shows are willing to do that. Some people just want you to think that every single investment that's discussed goes as well it was hoped for, or even better than expected. But that is not real world. You got to be authentic in real So, okay. Listener, comment, well, taken there. They appreciate that sort of follow up, and they would like more of that. All right, that's great. What's the next question? Brenda.   Brenda  19:40   Sure. So the next one comes to us from our audience over on YouTube. So in response to our real estate pays five ways in a slow market, YouTube video matrices wrote, There is no inflation profiting. You would have to be paying off the loan with an income that goes up with housing inflation. That's plausible if you are a wage earner, but if your source of income is rental properties, then there isn't a wage increase that reduces the effective loan amount. You are double dipping in the inflation profiting column by counting appreciation which you earn as a real estate investor and inflation profiting, which you earn only if your wages go up at the rate of housing inflation, and you use those wages to pay off the loan, which you don't   Keith Weinhold  20:33   Okay, again, somewhat of a statement here. I suppose there's a question implicit within that for matrices. I'm not sure how you say that name exactly. Wondering about inflation profiting. Are you counting it? Right? I don't know about that. The part about paying off the loan faster if you're a wage earner, I mean, that's plausible, but not if your income is from rental properties. I mean, see that's actually backwards, because your cash flow goes up faster than the rate of inflation due to your biggest payment, your principal and interest staying fixed, so your net rent income goes up even faster than the rate of inflation. So inflation profiting, therefore it's even better than how I've been presenting it and calculating it. Now with that understood matrices, here's one way for real estate investors to understand inflation profiting on your loan if you still have trouble getting with that. 30 years ago, in 1995 the US median home price was 130k with an 80% loan, your mortgage balance at origination would have been 104k and the monthly mortgage payment is 763 with the 8% market mortgage rate level that you would have gotten at that time. Now, even if we don't apply any principal pay down at all, your mortgage balance today is still just 104k and your payment is still just 736 bucks, and it is substantially easier to make that payment today, because your wages and salaries and rent incomes are multiples higher. When you originate a loan, the bank doesn't ask to be repaid in dollars or their equivalent. The loan documents only say dollars and dollars are worth less and less and less. So today, your median priced property is worth over 400k despite still having that tiny 104k loan balance. And of course, your tenant would have paid that down to zero, and we aren't even counting that part, I think, to really exaggerate the effect and help make the inflation profiting concept crystallize for you, matrices. If you go back 100 years, the median home cost was 11,600 bucks. An 80% loan would be just over 9k that you borrowed. Okay, so at a 7% interest rate, 30 year loan, the monthly payment would be 94 bucks, laughably small. That's less than the cost of a nice dinner out today. That's all you owe on a median priced property, which is over 400k today. So because it doesn't feel like you're tangibly walking away with anything when you sell a property, hopefully that helps make it real mitricas. And one last way to think about it is, let's just forget real estate for a moment. Would you loan your best friend 100k for 30 years interest free, even if we're somehow absolutely guaranteed that he would pay you back? Well, of course, he wouldn't do that, because inflation destroys the lender and benefits the borrower. So you would want to be the borrower in that case, because the borrower profits from inflation, profiting just like you're the borrower with income property. That's the position that you want to be in. But I'm glad we brought this up, because a lot of people have that question. That was a good one. Matrices, even though you seem to sort of be doubting if inflation profiting is a real thing with the way you approach the question, hey, I really appreciate it. Anyway, what's the next one? Brenda   Brenda  24:10   yep. So the next one we have is Mark. He wrote into our general inbox, and he says, I have been listening to your podcasts from the beginning, and I believe I have not missed a single show. Wow. Yeah, it would be hard to argue with your strategy of using debt to rapidly increase your returns and expand your rental real estate portfolio. This method is great for the accumulation phase of one's life. However, I believe that you have never addressed the next chapter of everyone's life, phase two. I am, of course, talking about preserving your wealth, which is phase two. Yeah, I only ask this because that is what stage of life I am in. For background, he has 15 rentals, seven mortgages. Age 62. Currently all managed by a property manager, and he is married and an empty nester. Please note, no matter how much money is made from rentals, he said, his wife's view is that it is work, and so she does not want any more homes or work. This would be a great idea for an upcoming show. Please consider thanks, Mark.   Keith Weinhold  25:20   Yeah. Great stuff, Mark. And before Brenda came on, we discussed which questions that she's going to choose. And I definitely wanted to have this one in there, because, I mean, this is one of the most important topics that's never been answered on the show, and it really needs to be answered today. The accumulation phase of Mark's life is done. He wants to know about how to approach the preservation stage. First of all, Mark, congratulations. You've listened to every GRE episode, 584, of them now, and you've clearly benefited from acting so good for you to be in this position. In fact, this show had its inception in 2014 and it doesn't even take these 1011, years to reach financial freedom, if you follow my plan. So you are there. All right, so, Mark, you've got 15 rentals, seven mortgages. You're age 62 they're currently managed by a property manager. You're married in an empty nester. I mean, you've made it, and you know that you've made it when you have enough income to support your desired lifestyle. That's what we're talking about here. Financially Free, beat step free and all of that, I'm going to speculate mark that if you had tried paying all cash for every property, you wouldn't have gotten very far. You wouldn't have made it to this point. You know why this question resonates so well with me, Mark, despite being quite a bit younger than you, I am at that stage as well. I definitely don't need to add more properties for the rest of my life. Now. I don't have kids yet either, so there's no clear air there. In fact, one reason that I hold on to my properties is to help educate our audience to be a real investor in the game and to be able to keep up with trends. You can just kind of tell when someone's not investing in real estate themselves. So if I talk it, I want to keep doing it now for you, Mark, it's not about rushing to pay off your seven mortgages, as you know from listening, that's usually not your best return on capital. If you've already made it, there is absolutely zero reason to add more properties, I would agree, especially if you know, in your wife's eyes, that creates a headache, and maybe yours as well, once you get to a certain point. So as far as this preservation stage, since you've moved away from the accumulation phase, the LLC is the favorite protection structure, not a C or an S Corp. And I have done shows on that with attorneys before. Since I'm not one of your 15 properties, if one or two are less profitable or for whatever reason, you just have difficulty getting those rented during vacancies, okay, you can sell those off if you don't want to do the 1031, exchange into more property, you can pay the tax. That's an option, but you will also have to pay depreciation recapture on those properties and mark. If there's one thing I wish I knew, it's that if you do have children or clear heirs, but the gold standard for passing along properties to heirs is a revocable living trust, and if you only remember one thing about that, a properly drafted living trust is the number one way to pass along rental properties smoothly. And why it's great is that it avoids probate. Probate is a court supervised process. It takes months or years of delay. So instead, with a revocable living trust, heirs get access to your properties almost immediately. Now you are age 62 hopefully this isn't happening anytime soon, but you do keep full control while you're alive, it's easy to update a revocable living trust, but the big one probably is that it prevents family disputes and it keeps everything private. That way there's no public probate record. And the bonus is, if you own properties in multiple states, a trust avoids multiple probates, that's huge. So those are some considerations. Mark as you've Congratulations again. Move from the accumulation phase to the preservation stage. It's a completely normal, natural process. You sure don't have to keep adding properties for ever and ever. Congrats. You made it. You did it.    Brenda  29:37   Great. We've got another one, Keith. This one is from Tim in Philomath, Oregon, and he says, I would be interested in the days ahead, if you would be able to help us understand why North Dakota is projected to grow so much.   Keith Weinhold  29:54   Okay, thanks, Tim in follow math, Oregon, another word I'm not sure how to pronounce. Now, yeah, you might think it's unusual that I would want to answer this question. For a low population state of under 1 million people, like North Dakota, from today to 2050 there's forecast to be 9% population growth nationally, but in North Dakota, it is 34% that is quite a surge, and that is per visual capitalist via the University of Virginia, but North Dakota's projected growth, it looks surprisingly strong on paper, especially for a cold, rural, low population state. But really, there are at least four major forces behind the fast 2025 to 2050, Outlook, and when you break them down, the growth actually makes sense. So I want to talk about this, because it's really a template for what makes for a growing place and a good future real estate market, no matter where it is. But in North Dakota, you've got this continued energy sector, strength, oil, gas and next generation energy. Part of what's driving the growth is something that's definitely not a new story. It is still the Bach and shale. It's still one of the top US oil fields. You got advances in drilling. That means more production with fewer rigs. That makes a sector more resilient. You've got global demand for liquid fuels projected to remain high through 2050 I know people like to talk about renewables, and there probably is a future there. But it's not like we're going to go all renewable right away. North Dakota is aggressively expanding carbon capture. So energy equals jobs. Jobs equals population retention and in migration, there's a national labor shortage in North Dakota. It's got this skilled worker hole. The US is going to face a major labor shortage through 2050 that's because of trends that you really can't change, like an aging population and low birth rates. That makes these high wage, high demand energy and engineering jobs stickier. North Dakota consistently leads in labor force participation, job availability, good starting wages for skilled trades, and they always seem to have a low unemployment rate, lower than the national average. So in other words, people move where the jobs are, even if it's cold. They really have one of the best economic outlooks in the country. There's a report called Rich states, poor states. In their latest one, they ranked North Dakota fifth nationwide in economic outlook, and that's above Texas and Florida and Tennessee, and that's because North Dakota has low taxes. They're business friendly, they're light on regulation. Businesses like that, their budgets are stable, and they've got strong public finances. So states with those fundamentals, they tend to grow pretty well over long horizons, and North Dakota has this demographic momentum. It's a younger state than all the surrounding states. They have a younger median age, high birth rates, so they've got this faster natural replacement rates, and they have really strong university systems, both und and North Dakota State, and what that does is that retains those graduates for jobs like energy and engineering and agriculture. So North Dakota benefits from this high stay rate, like a lot of people move for jobs, and they end up staying there, and their population growth seems fast, but the overall population small, so a net gain of 150,000 people, that really seems huge in percentage terms. It's steady rather than explosive growth. We're talking about annual gain. So really, a takeaway for investors is that North Dakota's growth is not a fluke. It's from strong economic policy, a big, durable energy engine, high earning jobs. You got this favorable business climate, and really unexpectedly young demographics. I read that the counties that will grow fastest are Cass Williams and stark and, you know, Brenda. If we learn about a reputable North Dakota property provider, maybe we'll talk about them here on the show. So if you the listener or anyone else know about one, write into us at get rich education, comm slash contact, and we'll check them out. And also, more broadly, if you want your listener question answered in the future, that's where to write to us as well, again, at get rich education.com/contact, thank thanks for the North Dakota question, Tim and Brenda, it's nice to have you here to ask the questions in a different voice.   Brenda  34:29   Thanks, Keith. Yeah, it's good to be on this side of the show instead of   Keith Weinhold  34:34   a listener. After all these years, there's one episode I'm sure you'll be listening to, and it's this one that you're on today.   Keith Weinhold  34:48   Yeah, much of our team here were GRE listeners before they ever worked here. We just made another hire two months ago. That woman worked for a payment processor. I said at the time, that sounds really boring. It definitely sounds more interesting to work at the GRE podcast. To review what you learned today, capital compounds labor doesn't though I promote being a giver, there are downsides to giving, but they're manageable. Inflation, profiting is the most often misunderstood of the five ways, and you will reach a tipping point where you've won in which you no longer have to add properties. That is transitioning from the accumulation phase to the preservation phase. That is one of the more important unaddressed things on the show until today, and finally, North Dakota's booming growth projections coming up soon on the show, I'll reveal GRE national home price appreciation forecast for next year, where you will learn the exact percent appreciation or decline expected in the future. Until then, check us out at get richeducation.com I'm your host. Keith Weinhold, don't quit your Daydream.   Speaker 3  36:00   You nothing on this show should be considered specific, personal or professional advice. Please consult an appropriate tax, legal, real estate, financial or business professional for individualized advice. Opinions of guests are their own. Information is not guaranteed. All investment strategies have the potential for profit or loss. The host is operating on behalf of Get Rich Education LLC, exclusively.   Keith Weinhold  36:32   The preceding program was brought to you by your home for wealth building, GetRichEducation.com