Podcasts about Probate

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.

Do Not Put Your Family on Your Real Estate to Avoid Probate

Downsides to Probates That Take a Long Time

This conversation is an estate-planning primer framed specifically for entrepreneurs and real estate investors who don't want to spend decades building wealth—only to lose it to avoidable taxes, probate delays, legal fees, and family conflict. R. Kenner French introduces attorney Robert J. Bluhm (Asset Defense Team) as a partner resource under the broader VAST umbrella, positioning estate planning as a core pillar of “asset protection” alongside lawsuit protection and tax reduction. The central theme is that estate planning is not a “later” problem—it's a “now” decision that protects your family, your privacy, and your legacy.Bob explains that estate planning mainly solves two problems: estate taxes and probate. While federal estate tax exemptions are high for many people, he emphasizes that exemptions can change with laws and time—and some states impose their own estate or inheritance taxes with much lower exemption amounts. Because no one knows what the exemption will be when they pass away, he encourages at least considering tax exposure, especially for higher-net-worth families and business owners. A major portion focuses on probate, which he defines as a court-supervised process that inventories assets, notifies creditors, collects money owed to the estate, pays debts, and only then distributes what's left—often slowly and publicly. They highlight why probate is a nightmare for entrepreneurs: it can be expensive, time-consuming, public, contestable, and even worse if you own property in multiple states. Bob shares real-world examples of probate harm—like an inheritor stuck for years because title couldn't transfer, while the asset physically deteriorated—and Kenner adds an example of a large estate still tied up for years with much of the money going to attorneys instead of heirs.The “solution” emphasized is the revocable living trust, which avoids probate, keeps things private, and allows faster and more controlled distribution. They explain how trusts can include protective rules—like staged distributions by age, restrictions for heirs struggling with addiction, and creditor protection via spendthrift provisions—so inheritance doesn't become a burden or a target. Finally, Bob outlines their service model and pricing: they send a questionnaire, draft an initial trust package, guide clients on what to review, and refine it over several calls . They say they can work with clients regardless of state , and recommend reviewing plans periodically—especially after major life events . The closing message is emotional and practical: estate planning is “planning that becomes protecting”—an act of love that reduces stress, creates clarity, avoids court battles, and ensures your family receives what you intended with minimal friction and maximum privacy.TakeawaysEstate planning is essential to protect your assets.Probate can be costly and time-consuming.A revocable living trust can help avoid probate.Designating a guardian for minor children is crucial.Estate planning provides peace of mind for families.You can control how and when your heirs receive assets.Regularly reviewing your estate plan is important.Digital assets need to be included in your estate plan.Engaging with professionals can simplify the estate planning process.Sound BitesA revocable living trust avoids probate.Probate can be lengthy and expensive.Peace of mind is invaluable.Listen & Subscribe for More:

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!  In this episode, we unpack a year of transformation in real estate, explore how AI is reshaping outreach, lead qualification, and content creation, and share practical strategies you can apply to probate, divorce, distressed properties, and aging expired leads. From pre-listing inspections to AI-driven personalization and virtual staging, we reveal real-world wins, cautionary tales, and a playbook to win in a shifting market. Whether you're a seasoned investor or a beginner, this session emphasizes staying human in an increasingly automated world while leveraging technology to scale, differentiate, and accelerate results. Expect insights on market dynamics, negotiation psychology, and building a sustainable pipeline across multiple niche markets with a focus on actionable steps you can implement today. Key Takeaways AI can enhance outreach and scale your real estate practice. Used strategically, AI expands your reach, improves efficiency, and supports personalization without replacing the agent's role. Diversifying lead sources reduces risk and increases resilience. Mixing niches like probate, divorce, and distress helps stabilize deal flow when markets shift. Pre-listing inspections uncover issues and speed sales. They reduce surprises, set realistic expectations, and help sellers price and prepare more effectively. Virtual staging can boost perceived value while maintaining honesty. When used selectively and transparently, it helps buyers visualize potential without misleading them. Personalization and one-to-one communication differentiate you. Direct, human connection—especially by phone—remains a key competitive advantage. Consistency and data-driven tracking drive long-term growth. Repeating proven actions and tracking results over time delivers sustainable progress. Embrace AI responsibly while preserving human relationships. AI works best when it supports efficiency while keeping trust and authenticity front and center. To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.  #RealEstateInvesting #AIforRealEstate #RealEstateMarketing #LeadGenerationStrategies 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

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  

Stop losing leads who try to brush you off by saying "just email me the info." In this live Cold Calling session, I show you exactly how to pivot that specific objection into a meaningful conversation. Many agents freeze up here, but with the right Real Estate Scripts, you can uncover their true motivation without being pushy.This episode features a Real Estate Roleplay focused on the "Just send me info" objection, specifically within the niche of Probate cold calling. You will listen me coach an agent live on how to keep the conversation going by using "softener" questions. We cover specific techniques for calling probate leads, handling family dynamics, and overcoming the fear of being nosy. This is the ultimate resource for objection handling & live cold calling | real estate mastermind level skills that separate top producers from the rest.If you want to improve your phone skills, mastering Real estate objection scripts is non-negotiable. This session provides the high-level Real estate sales training you need to stop making excuses and start booking more appointments. Whether you are new or experienced, this Probate Real Estate advice will help you convert more frustrated sellers into signed listings.What you will learn in this epiosode:✅ The best Real Estate Scripts to handle the "I'm busy" objection✅ Live Cold Calling techniques to save a dying conversation✅ How to use Real estate objection scripts that actually work✅ Specific strategies for calling probate leads and getting them to open up✅ Real estate sales training on mindset: why asking questions is a noble duty

In this episode of Absolute Trust Talk, Kirsten Howe returns with the latest development in the ongoing O.J. Simpson probate saga. Over 18 months after his April 2024 death, headlines announced that the executor of O.J.'s estate had "agreed to pay" the Goldman family close to $58 million—but what does that actually mean? Kirsten breaks down the reality behind the sensational headlines, explaining what happens when an executor accepts a creditor's claim versus actually paying it. With O.J.'s estate valued at just $1-2 million against a $58 million accepted claim, she reveals who really gets paid first in probate and why the Goldmans may see almost nothing despite "winning." Tune in for a real-world lesson on why probate takes so long and how creditor claims actually work. Time-stamped Show Notes: 0:00 Introduction 0:45 Key lesson #1: O.J. died in April 2024, and over 18 months later, his probate is still ongoing—proof that probate takes a long time 1:30 The headline that grabbed attention: "Executor agrees to pay $58 million to the Goldman family" 2:00 Listen in as Kirsten provides some background on the Goldman family's 1997 civil judgment of $33 million against O.J. for the deaths of Ron Goldman and Nicole Brown Simpson 2:45 Next, let's discuss how the judgment grew to $117 million with nearly 30 years of accumulated interest, and the creditor's claim was filed in July 2024 3:30 What really happened: The executor accepted the claim at $58 million (disputing the interest calculation), but this doesn't mean writing a check 4:15 The reality check: O.J.'s estate is worth only $1-2 million—nowhere near the $58 million claim 4:45 Key lesson #2: Who gets paid first in probate—executors, attorneys, court fees, and expenses come before any creditor claims 5:30 Why the headline was misleading and what this case teaches us about probate and creditor claims Take the Next Step in Your Estate Planning Journey If this episode resonated with you, we'd love to help you with your own estate planning needs in California. Schedule a complimentary discovery call with our team at Absolute Trust Counsel. During this no-obligation conversation, we'll: Learn about your unique situation and goals Answer questions about our services Determine if we're the right fit to work together Visit https://absolutetrustcounsel.com/scheduling/ or call 925-943-2740 to schedule your free discovery call today. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select "Ratings and Reviews" and "Write a Review" then a quick line with your favorite part of the episode. It only takes a couple second and it helps spread the word about the podcast. Episode Credits: The Absolute Trust Talk podcast is brought to you with the help of Q2Mark, led by Chief Marketing Officer Susie Hays. Since 2016, Q2Mark has partnered with Absolute Trust Counsel on all marketing communications—from brand development and website design to this podcast series with over 192 episodes, social media management, video production, and more. If you're business owner looking for comprehensive marketing support, visit Q2Mark.com.

Stop buying garbage data and fearing the phone. If you want to master Probate lead generation and secure 6% listings, you need a strategy that actually works. In this episode, we break down exactly How to get probate real estate listings by bypassing expensive vendors and going straight to the source.Most agents fail at Probate cold calling because they sound like "ambulance chasers." I am giving you my exact Probate leads script that opens doors with respect and empathy. We also cover the "Project Manager" method that makes you the obvious choice for Selling inherited property over a family friend.Here is what you will learn in this training:✅ The truth about Probate real estate leads and why courthouse data wins ✅ A proven Probate leads script to set appointments without being awkward ✅ Strategies for Selling inherited property that justify a full commission✅ Why this is the Best real estate lead generation 2025 strategy for serious agents ✅ How to position yourself as a specialized Listing agent ✅ Essential Real estate scripts to handle the "I want to talk to my friend" objectionIf you are ready to dominate Probate real estate and stop competing with investors, this episode is your blueprint for Probate lead generation success.

We break down a costly estate planning mistake that can cost you six-figures with the IRS! A simple change in timing preserves the step-up in basis. A real client story and a simple change that can preserve your gift.• The risk of gifting appreciated real estate• What's the step-up in basis?• Probate, good or bad?• Simplify gifting• When and how to consult attorneys and advisors• Practical steps for rentals, equities, and businesses

It's always a good time to talk about estate planning! Attorney John Heggie from Wochner Law Firm speaks to host Jon Hansen to discuss how the probate minimum has been raised. To find more information about how Attorney Heggie can help you, visit www.wochnerlawfirm.com.

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!  In today's episode, Tim and the ATL Mastermind crew break down practical strategies for turning probate, divorce, and other life-change situations into real opportunities. They discuss how to partner effectively with Realtors, attorneys, and lenders, and show how mortgage originators can help clients restructure, relocate, and protect their credit. The team touches on niche tools like subject-to options, deed restrictions, and how Habitat for Humanity partnerships impact timing and equity. You'll hear how to spot off-market opportunities (vacant homes, shifting family needs, and overlooked leads) and how a simple 10-minute workflow with a lightweight web app and photo-based submission can keep your pipeline full. This new “Lazy Agent” program gives agents a low-risk way to plug into a ready-made system that handles the heavy lifting (lead capture, follow-up structure, and consistent deal flow) without disrupting their current business. Listeners are invited to test-drive the program during a limited-time promo, giving them a chance to see how a streamlined, scalable workflow can produce month-to-month results with minimal effort on their part. *No earnings are guaranteed. Any income figures, case studies, or examples provided are for illustration purposes only and represent exceptional results. They do not represent the average customer and should not be interpreted as typical, expected, or promised outcomes. Your results will vary based on your experience, effort, market conditions, and other variables. We make no claim that you will earn a specific amount of money. Key Takeaways:   - Probate and divorce leads open doors for creative problem-solving, including restructuring mortgages, preserving credit, and helping families transition without added pressure. - Lenders, Realtors, and attorneys become powerful partners when they communicate early, share information, and align around the client's best options. - Habitat for Humanity and deed-restricted properties require special handling, especially around equity limits, funding timelines, and how lenders collaborate with Habitat partners. - Subject-to financing, deed restrictions, and niche deal structures give families more pathways when traditional sales or refis aren't possible. - Pathfinding (spotting vacant homes), life-change situations, and off-market opportunities create a steady pipeline when paired with simple workflows and fast follow-up. - A lightweight 10-minute lead workflow using a quick web app + photo questions makes it easy to capture deal info and hand it off to agents or attorneys with clarity. - The new Lazy Agent program offers a low-risk, scalable way to generate consistent deals, focusing on value-first outreach, compliance, and turnkey systems that fit into any existing business.  #RealEstateLeads #MortgageStrategies #LeadGeneration #RealEstateInvesting 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

Judge House retired in 2018 after 22 years on the Los Angeles Superior Court, where she presided over countless jury and court trials in the Civil and Probate departments. With experience serving as the Supervising Judge of the Northeast and North Central districts, Hub Operations and Assistant Supervising Judge of Civil countywide, Judge House brings a unique and in-depth understanding of all aspects of civil case processing and case values. She is touted for her calm demeanor and unbending graciousness to all that appeared in front of her, as well as her extraordinary and relentless, common-sense approach to settling cases.Visit her website here: https://arc4adr.com/panelists/hon-mary-thornton-house/

Probate disputes are often complex and usually involve family members, wills, inheritance, and lots of tension. But how does a person go about probate disputes, how do you solve them and what are the most common kinds of conflict within families? All to talk about with John Costello, Solicitor,with Noble Law Solicitors in Dundrum.

A Costly Probate Mistake with Real Estate

Karen and her guest host, Shelley Wells start this podcast with houses that are on the market in Ventura County, from the beach to the hillsides there are beautiful homes available now.  Karen & Shelley's first guest is Crista Hermance a trust attorney who is an expert in creating a trust that protects your family's estate and assets.  From choosing a trustee, living trusts, making an estate plan, probate courts and trust administrators.  This process is easy when you have an expert like Crista Hermance who creates your estate plan, will or trust.  Their next guest takes a deep dive into insurance, car insurance, home insurance, umbrella policies and more, Denise Pomboonreung with Paladin Insurance has the answer. Denise breaks down this complex conversation into language that's easy to understand, from shock losses, to how a credit score affects insurance and more. Plus Reverse Mortgage information with Shelley Wells, The Reverse Mortgage Queen!  A must listen with Girls On The Air!

In this episode, we review probate requirements for inherited mineral rights: when they're needed, multi-state complications, and how proven strategies like trusts or LLCs can help you avoid them entirely. As always, this information is being shared for informational purposes only and should not be construed as legal, financial, or tax advice.  Be sure to contact a qualified attorney to help you make the most of an inheritance situation. Links to the references mentioned in this episode can be found in the show notes at mineralrightspodcast.com.

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 Morgage/Pre-Foreclosure, and Aged Expired niches!  Today's episode focusses on how to talk with clients in crisis, uncovering their real needs, and moving conversations toward concrete next steps. It emphasizes listening first, validating their situation, and guiding rather than pushing. The team explains how Zoom can bring you closer to long-distance clients or those who feel uncomfortable meeting in person, while still preserving empathy and trust. You'll hear practical scripts and questions that reveal timelines, pain points, and goals, plus how to present a clear plan that includes solvable options like asset disposition, property maintenance, and a smooth transition plan. The discussion covers California probate changes, seasonality in divorce, and how to adapt your approach to different markets. Real-life anecdotes illustrate how empathic listening and timely follow-up can shorten cycles, reduce client stress, and keep leads engaged. The speakers remind us that success comes from being a reliable partner, delivering on promises, and turning conversations into ongoing relationships with referrals and future opportunities. The talk also touches on lead generation mechanics, the psychology of framing outcomes over actions, and practical tips for staying in the conversation long enough to earn trust. Whether you're working with local homeowners, absentee owners, or families navigating probate and divorce, the guidance here helps you build trust, set realistic expectations, and systematically add value at every touchpoint.Key Takeaways:  Listening should come before advising so you uncover real needs and avoid talking past people. Zoom adds a more personal, face-to-face feel that builds trust and closeness even at a distance. Lead with outcomes, timelines, and possibilities so clients can picture results, not just features. Provide real, tangible services that remove stress like vendors, cleanouts, locks, and logistics. Empathic validation, good pacing, and focusing on their story shorten the sales cycle dramatically. Follow through on every promise and stay in touch so you become their go-to resource long-term. Stay prepared and stay curious about probate, divorce, foreclosure, and local market changes.  To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.   #RealEstateLeads #ProbateRealEstate #DivorceLeads #RealEstateProspecting 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

Need Probate - Just Say No to Credit Card Bills

In this episode, host Michael Clear is joined by Matt Brown, a Litigation Partner at Wiggin and Dana, to explore the human side of probate litigation. Their conversation sheds light on the emotional challenges that often accompany major life events, such as the loss of a loved one. They emphasize the value of thorough preparation and maintaining composure in the courtroom, underscoring how honesty and clear communication can strengthen credibility. The discussion also examines the increasing role of mediation in resolving disputes outside of court and highlights the importance of proactive planning to reduce potential conflicts, while acknowledging that some disputes may be inevitable.

4 Probate Rules Every Executor Needs to Know

In this episode, Zachary Wiewel sits down with Texas Trust's Director of Probate and Trust Administration, Ann Lumley to discuss the ins-and-outs of appointing the right trustee for your estate. This podcast is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠Texas Trust Law⁠⁠⁠⁠⁠⁠⁠⁠. ___________________________________________________Learn more: ⁠⁠⁠⁠⁠⁠⁠⁠https://www.texastrustlaw.com/about-austin-estate-⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠planning-law-firm/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Resources: https://www.texastrustlaw.com/read-our-books/⁠⁠⁠⁠⁠⁠⁠⁠Contact us: info@texastrustlaw.com

Real Estate, Death, and Probate Notice

Justin Hedemark is a California Probate and Trust attorney as well as a licensed California real estate agent specializing in probate and trust property sales. His unique expertise on both the legal and real estate side of transactions allows him to navigate the complex and challenging world of probate and trust real estate transactions with a clear vision and analytical approach while maximizing the sale price for his Executor, Trustee, and Beneficiary clients. Hear the difficult conversations that take place when it comes to probate and trust real estate transactions, how the probate process works, how real estate agents can help with the probate process, how to stand out as a realtor, and why homeowners should focus on quality, quality, quality when selling their home. Connect with Justin at HedemarkLaw.com, Justin.HELMRealEstate.com, and on Instagram @JustinHedemark

Probate, HOA Dues, and the Creditor Claim Process

Are you frustrated by the "lock-in" effect and urgently searching for other ways to look for probate leads that actually convert? In today's real estate market, relying on traditional "Four Horsemen" leads like expireds is no longer enough. This video reveals exactly how to get listings when it feels like no one is selling. We break down a recession-proof system designed for the modern Listing agent who wants to stop chasing dead leads and start building a consistent pipeline.Most agents struggle because they don't have the right Probate scripts for real estate agents or the emotional intelligence to handle these sensitive conversations. We teach you the "Tactical Empathy" approach that separates top producers from the rest. You will also learn the "Double Dip" strategy, which shows you how to monetize every lead, whether you list the home retail or use a motivated sellers script wholesaler approach for a cash offer. This is the ultimate guide to Probate real estate for those ready to dominate their local market.In this episode, we cover:✅ The truth about getting deals in a low inventory market right now. ✅ Why Probate real estate training is the smartest investment for your time. ✅ Exact probate scripts that work to build trust with families instantly. ✅ The best lead generation strategies for real estate agents 2025 to stay ahead. ✅ How to find other ways to look for probate leads without relying on expensive data.Stop waiting for interest rates to drop. Watch now to master Probate real estate and secure your future listings today.

95% of agents are struggling right now, but you can survive a shifting real estate market. The secret is not luck; it is mastering lead generation for real estate using a hidden source: probate listings.In this episode, I provide your ultimate market crash survival guide. We stop relying on expensive online leads and start searching probate court records to find motivated seller leads with high equity.Most agents fail because they lack a system. I will teach you the exact probate cold calling approach that actually works today. You do not need to be aggressive; you just need the right cold calling scripts for real estate agents to open the door.By the end, you will know how to position yourself as a specialized probate real estate agent and secure listings others miss.✅ How to master lead generation for real estate in a low inventory market ✅ The specific steps for searching probate court records ✅ Cold calling scripts for real estate agents (The "Soft" Approach) ✅ Why becoming a probate real estate agent protects your income ✅ The truth about real estate coaching and training for 2025If you are ready to fix your real estate business and stop worrying about where your next deal is coming from, this masterclass is for you.

Are probate listings the right niche for you? They're not for everyone, but if an EXTRA 30-40 deals every year sound appealing, you can't afford to pass them up. Long Beach agent Paige Fingerhut Charnick has a goal of 600+ probate deals over a 15-20-year period, and she's right on track to reach it.   In this episode of the Tom Ferry Podcast Experience, Tom talks with Pagie about her strategies for winning probate listings, how she got into the business, and the real value of conquering such a niche lead pillar.    You'll learn: The pros and cons of working probates  The two main ways to win more probate business  How to network with attorneys by speaking their language  A powerful referral strategy    Don't miss this one. Watch the episode, decide if probate listings are your next business pillar, and then plug in Paige's strategies to start winning more deals.

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!  In today's episode, our panel dives into practical real estate strategies across probate, pre-probate, divorce, and mortgage-related scenarios. You'll hear real-world coaching on how to open calls with the right tone, how to match a lead's pace, and why timing matters more than clever scripts. The conversation gates approach is broken down with examples on when to ask, when to listen, and how to gain permission to share value. We discuss how to tailor opening lines to voice cues from the person on the other end, and how to use slight enthusiasm to raise energy without sounding artificial. The team explores the power of personalization, like using a name naturally and acknowledging a lead's situation, whether it's probate, divorce, or late mortgage, and how mail campaigns, pre-probate campaigns, and neighborhood touches (like holiday gifts) help you stay top of mind. We also cover practical marketing ideas: scalable mail pieces, probate checklists, and the idea of a promotional offer that blends marketing with service, including a buy-one-month-free option for new subscribers. Finally, AI is addressed as an aid to your process, not a replacement for a real conversation, with tools for note-taking, transcription, and even generating follow-ups. If you're a real estate investor or agent looking to expand in these niches and convert more appointments, this session provides repeatable frameworks, scripts, and mindset tweaks you can apply immediately to increase listings, accelerate closings, and grow referral networks. Key Takeaways Build rapport quickly by matching the prospect's tone, pace, and energy while staying natural. Use simple conversation gates to get permission and open the dialogue before sharing your pitch. Tailor your opening lines based on both the lead type and how the person sounds when they answer. Consistent timing, follow-up, and knowing when to pause matter far more than any single call. Mail campaigns and pre-probate outreach help you stay top-of-mind for when families are ready. Use AI tools to assist with note-taking and organization, but keep the conversation human-driven. To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.  #RealEstateProspecting #ProbateRealEstate #RealEstateLeads #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

If you've been punting your estate planning all year, this is your wake-up call. In this episode, I bring in Griffin Bridgers—a recovering attorney who lives in this space—to tear down the myths and get you moving before the holidays eat your calendar. We get real about why estate planning slips to the bottom of the list: nobody wants to think about death, and everybody swears they'll “get to it later.” Later rarely comes. We start with basics that most people still miss: your will's validity, witness requirements, and why “perfect is the enemy of good.” Get the core documents done, then build the habit of revisiting them as your life changes—because it will. Your family changes. Your relationships change. Your appointees change. Set-and-forget is a fantasy. Review is the job. Then we crack open the myths: “The bank has my beneficiary, so I'm covered” (no, that's not a plan), and “my attorney has the originals, so I don't need to track anything” (do your people even know how to reach that attorney—or if they're still practicing?). This is where good intentions die and heirs get stuck. Business owners—this one's for you. Your buy-sell is not a checkbox. It's a minefield of human behavior, valuation drift, liquidity shortfalls, “I'm done working but still own 50%” scenarios, and spouses who don't agree with your sweetheart deal. If you don't define the rules, a judge will. Griffin's core punchline is simple: death is never easy, but you can make it easier. Start with the “who” and the “how.” Review your will, trusts, POAs, and—crucially—the people you've named. Educate them on their roles. Create an instruction manual so someone can actually run the playbook when you're gone. Then get your corporate docs in one place, with minutes and filings current. Organize first. Then review. Then fix. Watch the full episode here: https://youtu.be/7ZRs0r_XCVsAs always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

How to Open a Probate When the Debts Are More Than the Assets

Stop getting shut down by probate leads. This Real Estate Roleplay is a masterclass in handling probate objections. If you're struggling with Setting Appointments and need to know what to say probate when you call a probate lead, this script is for you.We've all heard it: "We're not ready," "It's too premature," or "The family hasn't decided." This isn't just another probate lead cold calling script; it's a completely new strategy. Instead of pushing for the probate listing appointment, this video teaches you how to stop selling and start offering value. This is the real secret to how to get probate listings in a competitive market.You will learn: ✅ The "Family Meeting" Script: A powerful way to offer your help as a neutral, no-cost third party to navigate complex family disagreements.✅ Master the "Zillow Script": This is how to present value as a real estate agent by proving your track record and eliminating the competition, all on their own phone.✅ The Right Questions: Learn what to ask to uncover the real reason for the stall and build genuine rapport.✅ Overcome Any Stall: See how to handle the toughest probate objections with empathy and authority, not pressure.This roleplay is essential for any agent serious about mastering Probate Real EState. Stop collecting leads and start building a pipeline. Listen this, take notes, and change the way you handle probate objections forever.

In Season 5, Episode #208 of Boroughs & Burbs we dive into one of the most complex, yet essential, areas of real estate: estate, trust, and probate sales. Our guests, Kelly deLaat, Rachelle Rosten and Peter Hernandez of Douglas Elliman, share their firsthand experience guiding families, trustees, and investors through these sensitive transactions. We'll explore how to maximize property value while navigating legal nuances, timelines, and emotional factors that often accompany estate sales. From market strategy and communication with attorneys to identifying investment opportunities within probate portfolios, this episode unpacks how expert agents manage trust properties with precision, empathy, and success.

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!  In this episode, we dive into niche leads that drive real results for real estate pros. The crew focuses on probate, pre-probate, divorce, and late mortgage scenarios as urgent opportunities for contact and conversion when paired with a steady outreach cadence. You'll hear how Matt's team positions Appointments Today as a reliable source of motivated sellers, and why calls often outperform mailers alone when you pair message cadence with a strong value proposition. The speakers discuss investing in coaching, building a high‑quality local team, and combining calling with targeted mail to count leads, book appointments, and close deals. They emphasize not outsourcing your core client conversations, but instead selecting well‑vetted professionals who speak fluent English and share your values so conversations feel authentic. The group explains how advanced tools like dialers, CRM, Homebot, and AI-assisted routing keep you in front of the same leads across the day, maximize contact, and reduce spam flags. They share practical stories of probate partitions, caregiver scenarios, and win stories that demonstrate how offering help first can unlock listings and referrals. The message is clear: stay proactive, measure results, and be willing to adapt strategies to market cycles. Tune in to understand the mindset, systems, and scripts that turn challenging situations into lasting partnerships and steady pipeline growth. Key Takeaways: -Consistent and varied calling increases contact: Making multiple calls using advanced systems boosts the chance of reaching prospects. -Reinvest in coaching and systems: Investing a portion of revenue into training and technology improves skills and results. -U.S.-based callers from Appointments Today help to build trust: Speaking with native English speakers who understand cultural nuances and idioms fosters better engagement and appointments. -Provide value and build relationships: Helping prospects solve problems and offering resources creates trust and leads to referrals. -Leverage technology for better outreach: Using dialers, AI, and automation increases contact rates and streamlines follow-up. -Active prospecting over hope is necessary: Relying solely on inbound leads won't sustain your business, be proactive in calling. -Consistent value and nurturing lead to long-term success: Regular contact and helpful interactions build trust and a reliable pipeline. To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.  #ProspectingTips #RealEstateInvesting #LeadGeneration #BusinessGrowth 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

Watch the Youtube video here: https://youtu.be/oqMvHzh0pbs  I'm excited to welcome Gary DiGrazia, co-founder of Diamond Farming Probate Real Estate Training—a true expert in helping agents master the probate niche. If you're looking for steady business that's recession proof, this session is for you. Gary's proven systems turn one of real estate's most complex areas into a reliable income stream. He'll break down the exact tools, scripts, and strategies to approach probate clients with confidence, empathy, and results. You'll walk away with fresh insights, actionable steps, and the knowledge to turn a challenging market into real opportunity.

Seven-Lecture Series on Property Law Series Roadmaphttps://drive.google.com/file/d/1ceyxXw7KilPSTUMFf_Y8r6ktEzM_gm1Q/view?usp=sharingThe following are the unique links and domain names found in the provided source material:• https://civil.sog.unc.edu• https://en.wikipedia.org/w/index.php?title=Concurrent_estate&oldid=1300914748• https://en.wikipedia.org/w/index.php?title=Four_unities&oldid=1239034380• http://www.irs.gov/irm/part25/irm_25-018-001.html• andysirkin.com• BarExamToolbox.com• lexjuris.comThe podcast provides an overview of concurrent estates (or concurrent ownership), which is when two or more people own property simultaneously. In this type of ownership, co-tenants have an absolute right to possess and use the entire property, regardless of their specific fractional ownership shares.The three major forms of concurrent ownership discussed are:

Are you a Real Estate Agent frustrated with leads that go nowhere? If you're wondering why my real estate leads are not converting, the answer is often a "long cash conversion cycle." This episode is the blueprint for generating leads how to find motivated sellers by focusing on Probate and Cash Offers so you can stop wasting time on leads that take 12 months to close.The old model of being a "one-product" agent is broken. In this training, Aaron Novello and Aidelys share the exact Real estate scripts you need to confidently present the cash offer vs traditional listing option. So many agents fail because they don't know how to handle these conversations, but these limiting beliefs are stopping your sales success as a real estate agent.We'll show you how to overcome the fear of a seller accepting your cash offer and how to understand that for many sellers, convenience and speed are more important than price. This "multiple option" model is the key to handling high-intent real estate seller leads and will actually help you get more listings. Many sellers who inquire about Cash Offers will ultimately list with you once they see their options side-by-side.This is the blueprint for the modern Real Estate Agent. You will finally have the answer to why my real estate leads are not converting and the tools to fix it.In This Epiosode, You Will Learn: ✅ The simple script to present a cash offer vs traditional listing. ✅ How to identify high-motivation sellers (like Probate real estate) vs. long-cycle leads. ✅ How to overcome the limiting beliefs that are costing you deals. ✅ Why offering Cash Offers is the secret to getting more listings. ✅ The truth about seller motivation (it's not always about the money!).

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!  In this session we unpack a brand-new mailing program that leverages ATL data to farm your local real estate market and scale outreach beyond traditional leads. We discuss RouteMAX, a print-and-direct-mail solution that integrates with USPS routing, offers flexible content, and lets you choose budgets, routes, and pieces to hit target neighborhoods. The team shares how you can use your own mailing list or access new data from our providers, and how automation reduces manual work while preserving personal touch. Real-world stories cover probate, divorce, and open-house opportunities, plus the evolving role of AI in offers and how credibility and timely follow-up win deals. The discussion also covers dual agency dynamics, pricing considerations, and how high-value mailings can deliver steady income rather than chasing big, one-off closings. There are templates, case studies, and clear next steps including downloading the RouteMAX starter guide and contacting your marketing strategist to tailor a plan that fits your budget. This episode is all about practical, ready-to-implement marketing that scales with your market knowledge and local partnerships, especially around seasonal campaigns and neighborhood newsletters that keep you top of mind as buyers and sellers make decisions. Key Takeaways RouteMAX combines All The Leads' trusted data with direct mail automation to help agents and investors farm local markets efficiently and affordably. You can use your own mailing lists or tap into All The Leads' verified data providers for targeted neighborhood or niche campaigns. The program supports high-value, customizable mailings beyond just probate or divorce leads, ideal for any lead source or local marketing effort. A USPS carrier-route collaboration helps reduce postage costs through intelligent sorting and delivery optimization. Automation streamlines the process, saving time while allowing agents to scale consistent, branded outreach. Seasonal and holiday campaigns keep your brand visible year-round and help increase engagement during key decision-making periods. All The Leads provides ready-to-use templates, content, and data tools to simplify every step of the mailing process. You can get started quickly with the free RouteMAX guide and by contacting your ATL strategist for personalized setup support. To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.  #RealEstateMarketing #DirectMailMarketing #LeadGeneration #ProbateRealEstate 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

ProbateResource.com was founded by Full-time Real Estate Investor, Brad Woodall. After many many years of purchasing houses from families who inherited a house through the probate process, he recognized the need for an all-inclusive resource to help people navigate the unfamiliar probate process. Visit his website here: https://www.probateresource.com/

In this episode of the Real Estate Pros podcast, host Michelle Kesil interviews AK Babers, a prominent real estate investor and founder of AKB Realty Group and Manifest Equity. They discuss AK's focus on community-driven solutions to bridge the wealth gap through real estate education, the importance of understanding the market, and the challenges faced by investors. AK shares insights on leveraging technology, particularly AI, in real estate, and emphasizes the need for community engagement and education, especially for seniors dealing with probate issues. The conversation also touches on investment strategies, the significance of automation in business growth, and AK's future goals for expanding his outreach and educational efforts.   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   —--------------------

Lawgical with Ludmila The post Inheritance in the UAE: How the DIFC Probate Roadmap Is Changing the Process first appeared on LYLaw Dubai.

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 episode delivers a value-packed session that blends current market momentum with real-world lead generation, renovation updates, and risk management. The team celebrates October's standout performance after a dip in the prior months, discusses industry trends observed from Vegas AI conferences, and emphasizes a multi-channel approach to outreach using direct mail, postcards, letters, lumpy mail, warm calls, and timely door-knocking with door hangers. The panel digs into practical topics from renovating an inherited estate with hardwood floors under decades of wear to wiring issues like aluminum wiring and copper caps, then translates those lessons into probate, divorce, and mortgage-related opportunities. The importance of onboarding and MIS-driven coaching is highlighted, along with a replicable system that scales and ROI tracking to run the business like a well-oiled machine. The crew shares strategies for staying consistent, aligning marketing with market realities, and leveraging free trainings and Probate Mastery options to level up. They encourage ongoing learning, signposting free mini trainings on timelines, objections, and two-probate-deals-per-month, while underscoring the value of staying connected with your mentor team. Tune in for actionable takeaways you can implement this week, plus a forward-looking note that the team is expanding resources and coaching to help you own your market and close more probate deals. Have a great week ahead and see you next Thursday for more hands-on guidance and real-world results. Key Takeaways: Diversify your outreach. Combine mail, calls, texts, and personal touches tailored to your market for greater impact. Leverage onboarding and Marketing Implementation Strategist (MIS) training to accelerate results, refine systems, and stay on track. Track ROI and manage your marketing like a true business: know your numbers, costs, and conversion rates. Understand your market's timing. Call and mail when people are most reachable and adjust campaigns around seasonal patterns. Build a scalable, repeatable process and use ATL coaching to fine-tune strategies for your market and goals. Stay visible and engaged. Persistent and value-driven follow-up turns prospects into long-term clients. #RealEstateInvesting #RealEstateMarketing #FollowUpStrategy #RealEstateCoaching https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market. Previous episodes: AllTheLeads.com/probate-mastermindInterested in Leads? AllTheLeads.comJoin Future Episodes Live in the All The Leads Facebook Mastermind Group:  https://facebook.com/groups/alltheleadsmastermindBe sure to check out our full Mastermind Q&A Playlist  Support the show

In this episode of the Investor Fuel Podcast, host Michelle Kesil interviews Trinity Anderson, a young entrepreneur making strides in the real estate flipping industry. Trinity shares her journey from starting at a real estate mentoring company to navigating the challenges of her first flip. She emphasizes the importance of networking, mentorship, and taking action, especially for young investors. Trinity discusses her goals for the future, including house hacking and flipping multiple properties, while also highlighting the need for creative solutions and community support in funding her ventures. 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 —--------------------

Are you fumbling your probate calls? This case study reveals what to say probate when you call a probate lead to finally get appointments, even when they say, "we're not sure." If your real estate lead generation efforts in probate are failing, this is the blueprint you've been missing.We sit down with an agent who went from zero conversions to building 50% of his entire business from probate. He reveals the exact real estate scripts and systems he used to get 14 listings in his first year. Stop guessing and learn how to get probate real estate listings with a proven plan.In this episode, you will learn:✅ The exact probate cold calling script that gets appointments.✅ How to handle the #1 probate objections (like "we're not sure"). ✅ The precise blueprint for how to get probate leads and convert them. ✅ Why most agents fail (and the simple fix). ✅ The mindset shift needed to become the probate agent in your market.This Probate Real Estate Training case study will show you how to stop fumbling your calls and start building a predictable listing business.