Podcasts about Probate

Proving of a will

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Latest podcast episodes about Probate

The Academy Presents podcast
Protecting Your Assets Through Probate with Bill Gross

The Academy Presents podcast

Play Episode Listen Later Sep 26, 2022 21:34


This is part 1 of my conversation with Bill Gross. Bill is the LA Probate Expert and has seen more court-confirmed sales in Los Angeles than any attorney, judge, or real estate agent over the past 3 years. Born in Santa Monica and raised in Orange County, I have lived in the Inland Empire, San Gabriel Valley, South Bay, and, for the last 20 years, the Westside of Los Angeles. I have been in real estate for over 30 years, closed thousands of transactions, and given my all to helping my customers achieve their goals.   In this episode, Bill Gross shares his experiences in the real estate industry. He discusses how he got into multifamily and how it's been a great vehicle for him to invest, while also mentioning that he is currently doing really well and has saved a lot of taxes. He notes that with any investment, there's always risk involved, but that overall, multifamily is a great option because it's passive and has a lot of potential for growth. He emphasizes that happiness and joy come from giving back to others and contributing to society. To learn more about Bill, listeners can visit his website at, https://billgross.exprealty.com/!   [00:01 - 04:14] Protecting Your Assets Through Probate Probate real estate is one way to protect your assets Having a plan in place can help to avoid potential conflicts and problems   [04:15 - 09:43] Grow Your Wealth and Contribute To The Community Tips to avoid probate or minimize probate How to navigate the “swamp-invested” situation of probate Probate can be avoided by using a living trust Find probate lawyers through a friend's recommendation Contributing more to the community   [09:44 - 21:30] Closing Segment Bill shares that he finds enjoyment in helping people and being encouraged by them         To learn more about Bill, listeners can visit his website at https://billgross.exprealty.com/!   Tweetable Quotes: “If you're going to deal with someone, you want to deal with somebody who's really an expert in that particular niche of probate or state planning or whatever you're looking to do.” – Bill Gross   “At this stage of my life, I'm just trying to determine what my quality of life will be for the rest of my life, the more assets I can put to work, between now and then, the higher quality of life we'll have for ourselves.” – Bill Gross   Connect with Bill through his: Website: https://billgross.exprealty.com/ LinkedIn: Bill Gross YouTube: Bill Gross Facebook: Bill Gross Twitter: Bill Gross Instagram: Bill Gross Pinterest: Bill Gross   LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode. Are you confused about where to start? Join our community and learn more about real estate investing. Head over to our Facebook Page, Youtube Channel, or website https://www.theacademypresents.com/jointhesummit36848306. Connect with Lorren Capital, LLC. for syndicated multifamily investments, https://lorrencapital.com/. To learn more about me, visit my LinkedIn profile, and connect with me.

Real Estate Influencer Buzz
Ep 092: 10 Tips To Navigate A Shifting Real Estate Market

Real Estate Influencer Buzz

Play Episode Listen Later Sep 24, 2022 53:04


Real estate agents, lets talk about the shifting real estate market! If you missed this week's Monday Morning Real Estate Mastermind here is the full video! Join myself, Eric Larkin, Aimee Burroughs, Tami Price, Ramsey Stewart and friends in this weeks Zoom call!Here is the YouTube Link to the recording! Get On The Email List &  Get Notified Each Week! - Join Our Private Facebook We discussed:Real Estate Market ShiftReal Estate Client AppreciationHow To Stay In Touch With Past Real Estate ClientsReal Estate Client Pop Buys/GiftsInvite and share with your agent friends!Episodes:EP 080: Struggling With Finding Inventory? EP 079: Is It Time For You To Pivot?Subscribe to In The Hive With Michele BeeBrought to you by #SoooBoca Lifestyle & Media & The Bellisari Group at Real Broker, LLC (Boca Based | Global Mindset) If you have a real estate referral for South Florida and Boca Raton think of me Michele Bee!*********************************************Considering Changing Brokerages?We are building something exceptional at Real Brokerage. Click this link for details.Did you know there is more than one way to earn income in real estate?The average millionaire has 7 streams of income! STOP working in your business and START working on your business! Get FREE Access to Weekly Training, Weekly Masterminds, Coaching Events, Business Building Training and more! If you would like to understand how to create 8 Different Ways to Earn Income in your real estate business lets schedule a Zoom call to  connect! ☀️Joint Team Sunshine ☀️Today!***********************************************Become A  Probate Real Estate Listing Specialist! Create Listing Inventory Now! Get The Probate Real Estate Bootcamp Master Course *************************************** SOCIAL MEDIASip Social Sell - Grab Your FreebieInstagram @themichelebeeClubhouse @themichelebeeJoin Women to Women In Real Estate Facebook GroupYouTube Channel Real Estate Niches & Instagram StrategiesDISCLOSURE: This podcast/page/video/social media contains affiliate or sponsored information. This allows me to earn a small commission if you make a purchase through my affiliate links. Information deemed reliable not guaranteed. Earnings by agents are exclusively up to the individual and team owners and are not guaranteed.Support the show

The Probate Fox Podcast
How to Become a Smart Real Estate Professional

The Probate Fox Podcast

Play Episode Listen Later Sep 22, 2022 47:31


During this call, Ernie focuses on the secret to becoming a smart real estate professional. The answer? Niche down!   Contrary to what some may believe, there is plenty of opportunity in the market right now as long as you know where to look. Ernie also discusses some fundamental probate questions such as: Who is inheriting probate What are they doing with it, and why? How do you find people who have inherited probate real estate?   Don't settle for ordinary, become extraordinary!   LINKS AND RESOURCES MENTIONED IN THIS EPISODE: Register for next week's Probate Essentials Q&A call ProbateFox.com Ernie's free probate toolkit   Thanks so much for joining me this week. Want to subscribe to The Probate Fox Podcast? Have some feedback you'd like to share? Connect with us on Apple Podcasts and leave a review!

Five Star Counsel Podcast
FSC Rewind: Running Your Service Delivery Like Disney w/ Lee Cockerell

Five Star Counsel Podcast

Play Episode Listen Later Sep 22, 2022 38:06


We're on a brief break while we gear up for Season 2 of FSC, but we still want to give you something to think about (or revisit) in the mean time, especially if you missed it the first time around. Service guru Lee Cockerell sat with us for a freewheeling chat about his service career and what we can learn from his time at Disney and beyond. ----- Lee Cockerell is a customer service icon, and I was thrilled to have him join our show. Lee served as the Executive Vice President of Operations for the Walt Disney World Resort for ten years. This means he ran 20 resort hotels with over 24,000 Guest rooms, 4 theme parks, 2 water parks, 5 golf courses, a shopping village & nighttime entertainment complex - pretty much every aspect of the resort you can imagine. Now, Lee clearly isn't an attorney, and his focus has never been in the legal field, but so much of what he does is at the heart of what I preach here: a holistic take on service that involves your clients, your staff, and your executives. We discuss how a *little* something extra can go a long way with your clients, but over-the-top gift giving is a wasteful distraction. We talk about the mistaken idea that customer service is a department. It's not just there to answer problems. It's how we deliver, and limiting it to just problem resolution means that we're doing nothing when everything goes right. Lee's got decades of experience, and an easygoing way of discussing and thinking about integrated service techniques. He understands the true value that service can bring a company and how happy customers make for easier business and bigger bottom lines. All of this can and should be translated to you, and your firm's overall approach to service. Find Lee at https://www.leecockerell.com or on Twitter: https://twitter.com/leecockerell ----- FiveStarCounsel.com Get our FREE client service whitepaper! Join the Five Star Counsellors FB Group: https://www.facebook.com/groups/1575616019297055 Here's a link for you to get 20% off your first year of using TextExpander! - https://fivestarcounsel.com/textexpander

Let's Talk Real Estate Investing with Sharon Vornholt
How to Get Started in Probate Investing

Let's Talk Real Estate Investing with Sharon Vornholt

Play Episode Listen Later Sep 22, 2022 23:18


One of the most common questions I get from investors is how to get started in probate investing. I love probate investing because they are an endless source of leads, and they are such lucrative deals. So why don't more investors dive into this niche? There are a number of things that hold real estate investors back when it comes to probate investing. But generally, it's for these reasons:  • They don't understand the process • They believe they need to know a lot of “legal stuff” • Their mindset around probate • They don't know how to have conversations with these folks They just don't know where to start. I have some tips for you today that will help you take those “first steps” and help you get started in probate investing. Key Highlights: [00:01 - 06:37] Opening Segment • How to get started in probate investing The process of probate • Why the decision maker is in a probate proceeding • What is next once all assets have been sold [06:38 - 13:05] How to Market to Probate Sellers • Reasons why people are often hesitant to start probate proceedings • The importance of understanding the process and the mindset of the seller • Why direct mail is the best way to reach these people [13:06 - 19:43] Handling a Probate Lead • Probate leads are sourced locally, so your marketing will be tailored to the area you're targeting • A website is a valuable tool for marketing and can help you to connect with potential clients • You can create content that will help you to build brand awareness and increase your chances of being chosen over competitors. [19:44 - 23:16] Closing Segment • Be prepared for conversations with sellers by being knowledgeable about the property and the deceased's situation • If you can't agree on the property always leave the door open to circle back Resources Mentioned: Probate Investing Simplified Course If you want to do a deeper dive into one of these topics covered in this show, here are some links to those shows. • How to Talk to Motivated Sellers with Confidence  • Probate Investing: The Step By Step Process    • Mining for Gold: Specializing in Probate Properties • The Mindset of Probates: Probate Investing Simplified • Overview of Marketing to Probates Key Quotes: "Marketing is how you get leads, but branding is why they choose you." - Sharon Vornholt WANT TO LEARN MORE? Connect with me through my website, Instagram, and LinkedIn Or you can send me an email at sharon@sharonvornholt.com  Be sure to check out the Louisville Gals Real Estate Blog and my course Probate Investing Simplified. Learn more about this podcast on iTunes, or Stitcher. If you liked my show, please LEAVE AN HONEST REVIEW, like, and subscribe!

PROBATE MASTERMIND Real Estate Podcast
Getting the Most Out of Your Leads | Probate Mastermind Episode #396

PROBATE MASTERMIND Real Estate Podcast

Play Episode Listen Later Sep 22, 2022 59:28


Show NotesPrevious episodes: AllTheLeads.com/probate-mastermindEpisode Topics:00:00 Introductions01:07 Introducing Real Estate Coaches Corner05:30 Expanding Opportunities Through Networking12:00 Wins & Success 20:55 Best Ways to Approach Attorneys About Offers27:25 Best Follow Up Practices After Receiving Interest29:50 Conversation Practices to Build Rapport with Attorneys36:02 Understanding Probate Leads45:40 Pros and Cons of Billboard Marketing51:30 Setting a Minimum Commission FeeInterested in Probate Leads? AllTheLeads.com/probate-leadsJoin 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 (http://www.facebook.com/groups/alltheleadsmastermind)Support the show

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
Carrybacks and sub2 creative financing in probate | PLUS Liens, step-up basis, and creditor process

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast

Play Episode Listen Later Sep 21, 2022 49:13 Transcription Available


This is episode 88 of the Estate Professionals Mastermind Podcast. The episode type is Weekly Certified Probate Expert Mastermind, an interactive Q&A featuring agents, investors, and attorneys specializing in probate.Show Notes, Topic Summary Guide, Resources, & YouTube Streams: https://probatemastery.com/carrybacks-sub2-real-estate-liens Episode Chapters:0:00 The problem with having patience (Business Mindset)5:01 Best skip-tracing services for probate leads (Probate Data)7:45 Step-up in basis and date of death appraisal (Real Estate Tax) 15:18 Eva gets 4 probate listings from one lead (Probate Deals)18:32 Sub2 and seller carryback financing in 2022 (Creative Finance)23:05 California court confirmation and probate sales (California Probate)29:11 Medicaid claw-backs and notice to creditors (Medicaid Liens)36:41 What liens and claims have priority stakes? IRS vs. Deed of Trust42:37 How Medicaid claims are treated in probate vs. trust (Medicaid and Probate)44:47 How to learn sub2 real estate for creative financing (Sub2 Investing)Join our nationwide referral directory: EstateProfessional.orgProbate Mastery reviews and enrollment: https://courses.magnumopusproject.com/checkout-pageEARN Course reviews and enrollment:https://courses.magnumopusproject.com/earnhttps://courses.magnumopusproject.com/earnPre-Roll Information: Join our Facebook Group: Estate Professionals MastermindCheck out ProbateMastery.com for the probate certification course and more content.

Simple Money Wins
E284 Tips for Cleaning Out Deceased's Home

Simple Money Wins

Play Episode Listen Later Sep 21, 2022 8:03


Here are our tips for cleaning out the decedent's home and getting it presentable for sale. Identify the estate clean-out problems For example, did the decedent die recently, or has some time passed? Sometimes folks become ill and move into a facility, leaving their home behind. We often see these homes in disrepair (leaks, mold, gas shut-off, rotting food, etc.). Alternatively, if the decedent was living at home and died suddenly, then there may not be so many issues. Remember, in New York, you won't be able to get into the house right away after someone passes. You will need to get permission, and that process should be built into your timeline. Next is the amount of clutter. This depends on the square footage of the home. Was the decedent a hoarder? How much are the heirs taking with them? Whatever the heirs take will reduce the amount you have to clear out. Lastly, are there property-specific issues? We've discussed in the past how New York co-ops are a very unique animal! Lofts can present specific issues, as well. Make sure you take into account elevator access, permission from the Board, etc. when you develop your clean-out plan. Find the best clean out service for your estate There are two types of services: clean-out and cleaning. Clean-out service means the big, burly dudes who carry out the furniture, etc. A cleaning service provides vacuuming, wiping, dusting, etc. The best service for an estate situation does it in one shot. Work with a team who is experienced in sizing and estimating the deal and is big enough to provide crew and trucks to handle it in one day. There's no apartment in New York that can't be handled in one day with the right team. We had a recent bad example: GotJunk sent 1 truck and 2 small guys for a 2,500 square foot loft! There was a lot of stuff, and we had to do the clean-out over two days. That's two days of cost, as well as inconveniencing the other neighbors in the building. Second, make sure the service is reputable and insured. Buildings will require a COI (Certificate of Insurance); they won't let anyone in to do the job. Co-ops and neighbors also appreciate well-manned crew. They don't want bubble wrap and tape littering the halls and elevators. Keeping the common areas clean goes a long way in maintaining the relationship with the neighbors and co-op board. Lastly, a good clean-out service will get the home broom clean. They not only clear out the junk but actually bring in the broom to clean. We've dealt with some clean-out companies who left bits of extension cords and zip-ties and tape on the floors. While it may not be a big deal, it does shift the burden and cost on to the next step: the cleaning service. How to choose a cleaning service The goal is not to clean the home so someone can move in and eat off the floor. You need to have the home presentable for sale. A sell-able condition may mean different things for different situations. If you are selling to the typical retail buyer, then you should get the home as pristine as possible. However, if you know the home will only attract investors, broom-cleaning is fine. If the house situation is borderline toxic, you may need a professional crew. For example, there could be bodily fluids from the decedent's death. Or maybe the level of mold in the bathroom or kitchen is dangerously high. If you encounter these situations, you can search for a local crime-scene cleaner. It might sound extreme, but they can provide a next-level cleaning service. As we've discussed before, there are a lot of moving parts to the probate process. To dig in deeper, check out my book, “How Probate Works.” Request your free consultation    

The Clarke County Democrat Podcast

LEGAL NOTICE NOTICE OF FORECLOSURE Default having been made in the payment of the indebtedness secured by that certain Mortgage dated September 20, 2011 executed by Robert Beck Megginson, a married man, to Bancorp- South Bank, a division of Cadence Bank, as successor by merger to Merchants Bank, in Book 1392, Page 472, as amended by that certain Amendment to Mortgage dated September 30, 2020, and recorded in Book 1538, Page 290, both being of record in the Office of the Judge of Probate of Clarke County, Alabama, the undersigned has elected to declare the entire indebtedness secured by the...Article Link

The Al Nicoletti Show
Marketing Plans, Brand Building & Probate Real Estate Investing with Sharon Vornholt

The Al Nicoletti Show

Play Episode Listen Later Sep 20, 2022 88:34


Sharon Vornholt joins The Al Nicoletti Show this week to discuss how to build a profitable probate investing business. Sharon has been a real estate investor for over 20 years and is now a full-time investor, blogger, coach, course creator, and podcast host. On the show, Sharon will be discussing marketing plans she has created that generate steady streams of leads. She has also developed a brand strategy to set you apart from your competition. You won't want to miss it!

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
How to get more referrals in real estate: Agent Success Story with Pete Marck

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast

Play Episode Listen Later Sep 20, 2022 27:30 Transcription Available


How to get more referrals in real estate: Pete Marck's Agent Success Story Podcast, guide, and show notes: https://probatemastery.com/get-more-referrals-in-real-estateIn this episode, Certified Probate Expert Pete Marck shares how he overcame several hurdles to get more leads and listings through referrals.-He was a new agent in a new market-COVID hit right as he was getting started-Direct Mail wasn't working and was just draining moneyTo start generating leads and increasing his ROI, Pete turned to sphere of influence marketing.  Pete successfully put creative referral marketing ideas into action, like:1) Looking for opportunities in traditional media like radio2) Networking with people that know people, like fencers and politicians.3) Inviting real estate referral partners into his marketing..4) Helping attorneys he knew so they'd learn to trust him as a probate real estate expertand more!Pete was able to start generating real estate referrals without cold calling and direct mail marketing, with 80% of his business coming from probate real estate. Episode Chapters0:00 Introducing Pete Marck, Certified Probate Expert1:24 Why I chose the probate niche3:09 Probate Marketing Results: Referrals vs. Direct Mail ROI6:06 How to increase your real estate referrals after taking EARN.7:27 Estate management software as a probate marketing tool8:38 Example probate script with a custom probate checklist USP (EstateExec Software Tips)12:40 Building a client referral pipeline with junk leads?!15:27 EARN Probate Course Reviews:  Should I take Probate Mastery vs. EARN?21:16 Co-Hosting a real estate radio show with attorneys & more contact info---“Thanks for having me. It's like I said at the beginning, before we started taping, if it wasn't for probate mastery, I wouldn't really have any referrals but you put it all together for everybody. And that's great. Thank you. “Keep learning how to get more real estate referrals!Probate Mastery reviews and enrollment: https://courses.magnumopusproject.com/checkout-pageEARN Course reviews and enrollment: https://courses.magnumopusproject.com/earnhttps://courses.magnumopusproject.com/earnPre-Roll Information: Join our Facebook Group: Estate Professionals MastermindCheck out ProbateMastery.com for the probate certification course and more content.

Hull on Estates
#648 - Can the Outline of a Will be Submitted for Probate?

Hull on Estates

Play Episode Listen Later Sep 20, 2022 20:10


Can an outline of a will be submitted in an Application for Appointment of Estate Trustee with a Will? In today's episode of Hull on Estates, Doreen So and Artur Adamin discuss a recent decision, , where the court grappled with this exact issue.   Follow us on Social Media.

Flipping Houses for Rookies
Episode #321: Creative Real Estate Meets Probate Deals!

Flipping Houses for Rookies

Play Episode Listen Later Sep 19, 2022 68:28


Until today, you might have considered probate a very lucrative business. But a strategy that needs capital, or available cash only because probate courts most often just want money now so they can actually close the estate. Maybe you have some misconceptions, or confusions about how probate works, and just don't pursue it because of that. Realize, most people often have an opinion about something they don't know anything about. Which is why you should listen today, and perhaps clear-up the basics on how to find these deals (the way no one else does). Plus, how to finance them, then how to sell them often without rehabbing them, so you can make Money Now, Money Monthly, and Money Later, while not being a landlord, or anything like it. By listening to this 60-minute podcast ... you will soon see probate properties are usually discounted type sales, but when probate meets creative you will soon see buying at these discounts, and selling over market value is a millionaire secret most won't put over airwaves like this one ...

ADV. ARUN DESHMUKH SHOW
221 Hindi | Probate के बारे मे जानकारी #Probate #Will

ADV. ARUN DESHMUKH SHOW

Play Episode Listen Later Sep 19, 2022 5:27


What is the meaning of probate and what is the process of the application of probate is explained in this YouTube video. People without understanding that for a probate the death certificate of the person making the will is important tend to ask while making a Will that would you also provide a Probate of the Will also? Lion adv. Arun Deshmukh has managed to continuously beam different topics through this YouTube channel and explain small legal topics to the benefit of common person as a whole. That it is benefit to the legal fraternity and to the benefit of the society to understand legal topics and law related questions. As a writer of 32 books Lion advocate Arun Deshmukh has wide variety of experience and knowledge on different topics of law which he tend to share with others

ADV. ARUN DESHMUKH SHOW
220 मराठी | प्रोबेट म्हणजे काय असतं...प्रोबेटसाठी अर्ज कधी व कुठे करतात #Probate #Will

ADV. ARUN DESHMUKH SHOW

Play Episode Listen Later Sep 16, 2022 5:50


What is the meaning of probate and what is the process of the application of probate is explained in this YouTube video. People without understanding that for a probate the death certificate of the person making the will is important tend to ask while making a Will that would you also provide a Probate of the Will also? Lion adv.Arun Deshmukh has managed to continuously beam different topics through this YouTube channel and explain small legal topics to the benefit of common person as a whole. That it is benefit to the legal fraternity and to the benefit of the society to understand legal topics and law related questions. As a writer of 32 books Lion advocate Arun Deshmukh has wide variety of lExperience and knowledge on different topics of law which he tend to share with others

Modern Family Matters
What Should You Expect From a Probate Case in Oregon?

Modern Family Matters

Play Episode Listen Later Sep 16, 2022 34:03 Transcription Available


Join us as we sit down with Attorney, Kimberly Brown, to talk through what you can expect from the probate process in Oregon. In this interview, Kimberly covers the following:•    What probate is, and what type of property will go through probate •    Important probate terminology to understand •    How to file for probate •    The impact that a will, or the lack of one, has on the probate process •    The role of personal representatives in the process •    An outline of the steps involved in a probate •    Filing tax returns and paying taxes •    …and MUCH more!If you would like to speak with one of our family law attorneys, please call our office at (503) 227-0200, or visit our website at https://www.pacificcascadelegal.com.Disclaimer: Nothing in this communication is intended to provide legal advice nor does it constitute a client-attorney relationship, therefore you should not interpret the contents as such.

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
The 48-hour action plan for building a probate referral system, with example referral scripts

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast

Play Episode Listen Later Sep 16, 2022 27:52 Transcription Available


Start generating real estate referrals in the next 48 hours.Show notes & YouTube Video: https://probatemastery.com/real-estate-referral-leads-quotes-and-scriptsIf you're like most people in the real estate industry, you're always looking for new leads and referrals. And if you're REALLY like most real estate agents and investors, you probably feel like this is easier said than done.What if I told you that there's a simple way to snowball your real estate referrals with no upfront costs and that you can get started in just 48 hours?And this is as easy said as it is done - Brian Wilson is proof.  As a busy dad and full-time agent, he took action immediately after learning the smart way to earn referrals from probate attorneys.Here's the deal: Go through this episode and you'll understand how you can build a referral network like the top 1% of real estate professionals - Today, not tomorrow.We cover:-How to get real estate referrals from lawyers-How to ASK for real estate referrals-Example real estate referral scripts-How to build your real estate referral network using software and vendor partnersYou'll find that Brian was able to get better results than 95% of real estate agents in just 4 days. And really, anyone can do it.Episode Chapters:0:00 Introducing Brian Wilson, Certified Probate Expert1:47 Probate Strategy: Direct Marketing vs. Referral Systems3:22 Solving administrative drag to get real estate referrals from attorneys8:38 How to take immediate action as a Certified Probate Expert14:04 How to start getting free probate real estate referrals16:26 Do THIS if you need to shake analysis paralysisThe approach, scripts for asking for referrals, and systems WORK, and Brian is proof.Skip the learning curve and get everything you need (marketing templates, example presentations, and helpful tools) to excel with these probate courses:Probate Mastery (Certification Course) https://courses.magnumopusproject.com/checkout-pageEARN Course (How to earn attorney referrals): http://earnattorneyreferralsnow.com/Sales Bluebird for leaders and go-to-market teams at cyber security startupsTips, tricks, ideas and inspiration from legendary cyber security CEOs and CROsListen on: Apple Podcasts SpotifyPre-Roll Information: Join our Facebook Group: Estate Professionals MastermindCheck out ProbateMastery.com for the probate certification course and more content.

ADV. ARUN DESHMUKH SHOW
219 Hindi वसीयतनामा (Will) और प्रोबेट (probate) इन दोनो में क्या फरक होता है ?

ADV. ARUN DESHMUKH SHOW

Play Episode Listen Later Sep 15, 2022 4:08


वसीयतनामा (Will) और प्रोबेट (probate) इन दोनो में क्या फरक होता है ? Will and Probate both are commonly words after a persons death regards to his property. The difference between two is hardly recognizable but is very important to understand.. People normally tend to say I want to make a will and please also get the Will probated. The statement itself shows that the said person have not understood that for probate he has to die. will is the document which explains the wish of the person where as the probate authenticates the will after his demise.

PROBATE MASTERMIND Real Estate Podcast
Keeping a Positive Mindset During Negative Situations | Probate Mastermind Episode #395

PROBATE MASTERMIND Real Estate Podcast

Play Episode Listen Later Sep 15, 2022 63:51


Show NotesPrevious episodes: AllTheLeads.com/probate-mastermindEpisode Topics:00:00 Introductions05:30 Effectively Offering Probate Cash16:02 Dealing with Negative Feedback39:00 Extend Your Services to be More Useful 44:45 Possible Steps to Avoid Negative EncountersInterested in Probate Leads? AllTheLeads.com/probate-leadsJoin 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 (http://www.facebook.com/groups/alltheleadsmastermind)Support the show

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
I got free probate leads from the courthouse! Plus SOI and Referral Marketing in probate real estate

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast

Play Episode Listen Later Sep 14, 2022 40:21 Transcription Available


This is episode 85 of the Estate Professionals Mastermind Podcast. The episode type is Weekly Certified Probate Expert Mastermind.In this episode, you will hear how to get probate leads from the courthouse, 3 probate success stories, and marketing tips and ideas to help you build a better probate business.Hosted by Bill Gross of Probate Weekly.Full Episode Notes and YouTube Stream: https://probatemastery.com/get-probate-leads-from-courthouse Get Certified in Probate: https://probatemastery.comTake EARN (Earn Attorney Referrals Now): https://courses.magnumopusproject.com/earnFacebook Group: https://facebook.com/groups/estateprofessionalsmastermindMarketing Consultation with Katt: https://courses.magnumopusproject.com/marketing-analysisCanva Template for Probate Court Social Post: Available in the Probate Mastery Alumni group https://www.facebook.com/groups/ProbateMasteryEstateExec Guide, Reviews, and Interview with Dan Stickel: https://probatemastery.com/estateexec-probate-software-for-executors/Free Guide to Probate for Investors: https://probatemastery.com/probate-for-investors-guide/In this episode:0:00 The probate niche and probate data vs. leads (Probate Niche)3:29 How to get probate leads from the courthouse free. (Probate Business)14:49 Easy, No-Face Social Media Post Template for probate court (Probate Marketing)18:28 Katt Marketing Coach Reviews (Marketing Coaching)21:38 Attorney Prospecting Ideas & Ancillary Probate Listing (Probate Success Story)28:20 Bill's probate investing deal from a YouTube lead (Probate Success Story) 30:03 Probate real estate referral systems and SOI marketing (Referral Marketing)Congratulations to Bill for buying probate property, ClaireMonique for breaking out of her comfort zone, Deborah for getting a probate listing by providing value first, and Larry for hitting the pavement with his probate marketing plan.Live participation is available for students of Chad Corbett's probate course. Enroll now: https://courses.magnumopusproject.com/chSales Bluebird for leaders and go-to-market teams at cyber security startupsTips, tricks, ideas and inspiration from legendary cyber security CEOs and CROsListen on: Apple Podcasts Spotify The Personal Finance PodcastSubscribe now and Master Your Money in Less than 30 Minutes Per Week! Listen on: Apple Podcasts SpotifyPre-Roll Information: Join our Facebook Group: Estate Professionals MastermindCheck out ProbateMastery.com for the probate certification course and more content.

The Bags To Riches Podcast
How to Do Your First Probate Deal this Month! - Wholesaling Real Estate (1)

The Bags To Riches Podcast

Play Episode Listen Later Sep 14, 2022 125:56


How to Do Your First Probate Deal this Month! - Wholesaling Real Estate

Boomers Today
Estate Planning – What You Need to Know

Boomers Today

Play Episode Listen Later Sep 14, 2022 27:33


Odelia Goldberg, Esq. was born in Israel and moved to the United States when she was six years old. She was educated in the United States and received her Juris Doctorate and graduated Cum Laude. Odelia regularly lectures to attorneys, CPAs and seniors throughout New York State and South Florida on Elder Law and how to protect your assets and leave money to heirs. She has established herself as a noted authority in the area of Estate Planning, Trusts and Estates, Probate and Contracts. www.SeniorCareAuthority.com

Legacy Lawyers
Never, Never, Never Add Someone Else's Name to Your Home's Deed [Ep. 71]

Legacy Lawyers

Play Episode Listen Later Sep 13, 2022 45:45


In this episode, Nathan and Michael discuss many different reasons why you should never put someone else's name on the deed of your home. From horror stories of theft and eviction to normal situations that face tax repercussions, this episode helps educate individuals on why getting a trusted advisor before making these decisions is crucial.

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
Interview with EstateExec CEO Dan Stickel - Why EstateExec is the best probate software for estate management

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast

Play Episode Listen Later Sep 9, 2022 36:41 Transcription Available


Read our FULL GUIDE on EstateExec or listen to this episode on our probate podcast: https://probatemastery.com/EstateExec-probate-software-for-executorsWatch on YouTube: https://www.youtube.com/watch?v=fVVGj7jnryQ&feature=youtu.beWhy we want more people to know about EstateExec software:Personal representatives can save hundreds, if not thousands, of their own time and money by using EstateExec software.  EstateExec CEO Dan Stickel created this software to help estate executors solve simple and complex problems involved with managing an estate. Magnum Opus Project founder Chad Corbett is educating probate attorneys and probate real estate agents on how to better serve families in probate using this great tool. Together, we are bridging the gap between consumers and professionals in the estate management space.This interview covers:The benefits of estate management softwareHow EstateExec software can streamline tasks and communicationWhat EstateExec costs and how to access special pricingEstateExec reviews, features, and updatesEpisode Chapters: 0:00 What is EstateExec?1:54 Who is Dan Stickel and why did he create EstateExec?5:24 EstateExec benefits for Personal Representatives8:03 How probate experts can benefit from EstateExec9:33 How to market and explain EstateExec to clients13:26 EstateExec user experience and updates16:51 EstateExec features: Universal and state-specific estate management20:52 Marketing EstateExec: Search intent, referrals, and word of mouth27:58 How to get probate referrals and attorney referrals from EstateExec 30:05 COMING SOON: The official Estate Professionals directory!Take the EARN Course: https://courses.magnumopusproject.com/earnGet Certified in Probate: https://probatemastery.com/hot-take-the-first-step/Checkout EstateExec (EARN Students should use the link in your course portal for special pricing!) https://www.estateexec.com/Sales Bluebird for leaders and go-to-market teams at cyber security startupsTips, tricks, ideas and inspiration from legendary cyber security CEOs and CROsListen on: Apple Podcasts SpotifyPre-Roll Information: Join our Facebook Group: Estate Professionals MastermindCheck out ProbateMastery.com for the probate certification course and more content.

The Probate Fox Podcast
How To Succeed By Being Intentional With Your Real Estate Goals

The Probate Fox Podcast

Play Episode Listen Later Sep 8, 2022 51:43


On today's Probate Essentials open-mic Q&A call, Ernie “The Probate Fox” Vargas starts out by outlining how you need to be intentional with the goals you choose and the actions you take to achieve those goals. And to always remember that you're in this business to make a better life. What good is wealth without health?   Then he answers your questions about probate real estate questions including:   [03:02] pay attention to your milestones and the success that is happening before you reach your end goal [04:50] create a goal, write it down, and create a plan to achieve it [07:49] How I overcame the fear that paralyzed me when I first got into real estate [11:45] Life rewards you when you make a decision to do something [13:10] There is a genuine need for honest real estate professionals [21:22] Why systems and processes are key components to achieving success [27:34] How do you differentiate yourself from everyone else in the marketplace [32:50] What systems should you put in place to succeed based on your strengths [42:55] Is it better to send direct mail or cold call real estate leads [45:15] How do you filter your leads to make the best use of them     LINKS AND RESOURCES MENTIONED IN THIS EPISODE: Register for next week's Probate Essentials Q&A call ProbateFox.com Ernie's free probate toolkit   Thanks so much for joining me this week. Want to subscribe to The Probate Fox Podcast? Have some feedback you'd like to share? Connect with us on Apple Podcasts and leave a review!

DEFining the Law
Madalyn Davis and the Georgia Statutory Power of Attorney

DEFining the Law

Play Episode Listen Later Sep 8, 2022 15:49


 Regardless of age or financial status, everyone can benefit from having a power of attorney. Madalyn Davis, a senior associate of Drew Eckl & Farnham's Estate Planning and Probate practice, understands that more than anybody. Kicking off Season 3 of DEFining the Law, Madalyn explains the details and benefits of having a power of attorney, specifically a Georgia Statutory Power of Attorney. 

PROBATE MASTERMIND Real Estate Podcast
Improving Your Real Estate Tactics | Probate Mastermind Episode #394

PROBATE MASTERMIND Real Estate Podcast

Play Episode Listen Later Sep 8, 2022 64:16


Show NotesPrevious episodes: AllTheLeads.com/probate-mastermindEpisode Topics:00:00 Introductions05:00 Wins & Success14:00 What Not To Do with Attorneys30:00 Wins & Success35:50 Scrubbing Your List Effectively45:48 All The Leads' Course Provisions48:55 The Do's and Dont's of Offering ServicesInterested in Probate Leads? AllTheLeads.com/probate-leadsJoin 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 (http://www.facebook.com/groups/alltheleadsmastermind)Support the show

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
White-Label Real Estate Marketing and more tips: Weekly probate mastermind

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast

Play Episode Listen Later Sep 7, 2022 49:40 Transcription Available


Authorify Reviews for Customizable Real Estate Books and more tips: Mastermind with Certified Probate ExpertsThese coaching sessions are recorded weekly and upload as a podcast and to YouTube.Full show notes: https://probatemastery.com/authorify-reviews-custom-real-estate-booksJoin Estate Professionals Mastermind on Facebook: https://facebook.com/groups/estateprofessionalsmastermindTake the #1 Probate Real Estate Certification course in the country: https://probatemastery.comTake the EARN course: https://courses.magnumopusproject.com/earnIn this episode:0:00 Probate court visit - Tips for Real Estate Professionals (Probate Business)9:39 When and how long should I prospect to generate leads? (New Agent Tips)11:27 Authorify Reviews: Customizable real estate books for marketing? (Real Estate Marketing)15:03 Real estate ebook ideas for probate marketing (Probate Marketing)18:10 Authorify Book Reviews: Book examples and direct mail letters (Authorify Books)27:32 How to find vendors for your probate real estate team (Probate Team)33:01 Best marketing pieces for probate leads? (Real Estate Doorknocking)37:01 EstateExec for probate real estate marketing (Probate Software)41:35 Choosing your personal probate brand (Probate Branding)Sales Bluebird for leaders and go-to-market teams at cyber security startupsTips, tricks, ideas and inspiration from legendary cyber security CEOs and CROsListen on: Apple Podcasts Spotify The Personal Finance PodcastSubscribe now and Master Your Money in Less than 30 Minutes Per Week! Listen on: Apple Podcasts SpotifyPre-Roll Information: Join our Facebook Group: Estate Professionals MastermindCheck out ProbateMastery.com for the probate certification course and more content.

PROBATE MASTERMIND Real Estate Podcast
Winning in the Probate Market: Best Practices for Success | Probate Mastermind Episode #393

PROBATE MASTERMIND Real Estate Podcast

Play Episode Listen Later Sep 1, 2022 63:36


Show NotesPrevious episodes: AllTheLeads.com/probate-mastermindEpisode Topics:00:00 Introductions05:00 Wins & Success14:00 What Not To Do with Attorneys30:00 Wins & Success35:50 Scrubbing Your List Effectively45:48 All The Leads' Course Provisions48:55 The Do's and Dont's of Offering ServicesInterested in Probate Leads? AllTheLeads.com/probate-leadsJoin 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 (http://www.facebook.com/groups/alltheleadsmastermind)Support the show

Five Star Counsel Podcast
Season 2 TEASER

Five Star Counsel Podcast

Play Episode Listen Later Sep 1, 2022 5:10


As you know, we've been on a little break while we put together the next season of the show, and we're super excited to share a sneak preview of what you can expect when we have our new episodes at the end of September.    Season 2 will be different than what you're used to. We won't have any guest interviews, and no cheeky diversions (well, maybe a few).  This is going to be a 7-week bootcamp for your firm's service, all based on the grand unifying theory of Five Star Counsel.   John will get into the basic outline and what to expect this season - it's exciting stuff! See you when we get back from the beach... ----- FiveStarCounsel.com Ask a question and we'll answer on the show! Get our FREE client service whitepaper! Join John and Five Star Counsel at Clio Cloud Con on October 10-11th in Nashville, TN! Click this link to save $300 on your registration! http://www.eventbrite.com/e/177608530897/?discount=Five-Star-Counsel-Podcast

Simple Money Wins
E281 MTA Covid Death Benefit and Beneficiaries

Simple Money Wins

Play Episode Listen Later Aug 31, 2022 10:39


Does the MTA covid death benefit have beneficiaries, and if not, who should inherit? The MTA is paying a pretty generous amount (about $500,000) to the estate of any employee who passed away with or from covid. The requirements seem to be tightening up a bit, but we'll see what comes of it. Have your MTA Covid death benefits been paid to the wrong person? We've had a few of these cases. Although well-intentioned and hardworking, the folks at MTA don't seem to be experienced with estate issues. They are probably also overwhelmed because Covid benefits are a new thing. Because the benefit is significant, MTA is probably getting a different energy from these heirs as opposed to heirs just looking to claim the decedent's last paycheck. For example, Mr. S. was confused because MTA told him they would pay benefit to him. Since he was named as beneficiary on son's pension, Mr. S. was told that the Covid benefit would go to him, too... even though Mr. S.'s son had a surviving wife and kids. It seems that the son never updated his beneficiary designations when he got married and had kids. We see this happen often, and it is a main reason why we don't recommend using beneficiary designations. In another example, the MTA paid the full amount to Mrs. B., but her husband died with no will and with kids from a prior marriage.  When you die with no will, your estate is supposed to go roughly half to your surviving spouse and half to your kids. Should his children from a prior marriage have received part of the benefit? It was actually the kids who called us to ask this, because dad's second wife (Mrs. B.) got all the MTA Covid death benefit money. Does the MTA Covid death benefit have named beneficiaries? While possible, it is highly unlikely. This emergency benefit only came into existence less than 2 years ago. It's an automatic benefit, not something employees signed up for, like a pension or life insurance. If naming a beneficiary is not the case, it's highly unlikely that Mr. S. being named on the pension carries over to the Covid death benefit in the example above. I can't think of any other scenario where beneficiary designation from one policy gets automatically transfers to another. That's like saying, “I named my wife as beneficiary on my life insurance, so she should get my IRA, too.” We ended up confirming that there was miscommunication with the MTA in Mr. S.'s case. Who is supposed to inherit the MTA Covid Death Benefit? In the absence of beneficiary designations, death benefits get paid according to the will, or if no will, then according to default inheritance law (intestacy). This has been consistent in our dealing with the MTA. They are requiring proof of a court-appointed executor or administrator before they pay anything to anyone. In our experience, the MTA has been handling this properly, yet sometimes heirs have a misunderstanding. So in Mrs. B.'s case: If a spouse has received funds and no funds were paid to the kids, either: There was a will that the kids didn't know about and they were disinherited under that will; or Maybe the spouse received funds not as the wife, but as the executor/administrator. If this is the case, the funds may pay out to the kids when estate is closed; or MTA paid the benefit directly to Mrs. B., even though she is not the executor/administrator; or B. received the check in her capacity as executor/administrator, and she is not fulfilling her duty as fiduciary. So, with $500,000 per claim, has the money run out? The program still exists, but the MTA is tightening qualifications for the benefit. When we first worked on these claims, “Covid” just had to be on the death certificate. Now the MTA wants medical records, and Covid needs to be the primary cause of death. They now have departments and committees dedicated to determining whether this benefit will be paid out. If you have questions about your family's eligibility or rights, please contact us. We've worked on several MTA Covid death benefit claims and have developed relationships with the MTA. We can get this done for you! If you want to learn more about how probate works in general, don't forget to check out my book, “How Probate Works,” available on Amazon. Request your free consultation  

Real Estate Influencer Buzz
Ep 091: 10 Fantastic Branding Tips From Martha Stewart

Real Estate Influencer Buzz

Play Episode Listen Later Aug 31, 2022 26:36


Today I will be sharing my takeaways from the Florida Realtor Conference and the Martha Stewart Keynote! Trust me it was fabulously informative! Thanks to my pal Eric Larkin, Cocoa Beach Insider, for joining me with his insights and takeaways! Episodes:Ep 088: Interview With Glennda Baker Super STAR Real Estate BrokerEP 080: Struggling With Finding Inventory? Off Market Solutions Are In Your Backyard!EP 079: Is It Time For You To Pivot?Subscribe to In The Hive With Michele BeeBrought to you by #SoooBoca Lifestyle & Media & The Bellisari Group at Real Broker, LLC (Boca Based | Global Mindset) If you have a real estate referral for South Florida and Boca Raton think of me Michele Bee!*********************************************Considering Changing Brokerages?We are building something exceptional at Real Brokerage. Click this link for details.Did you know there is more than one way to earn income in real estate? The average millionaire has 7 streams of income! STOP working in your business and START working on your business! We show you how!Get FREE Access to Weekly TrainingGet FREE Access to Weekly MastermindsGet FREE Access to Branding and Marketing TemplatesGet FREE Access to Exclusive Coach EventsGet FREE Custom Listing PresentationAnd Sooo Much More!Not all brokerages have this as their business model. We do! If you would like to understand how to create 8 Different Ways to Earn Income in your real estate business lets schedule a Zoom call to  connect!☀️Joint Team Sunshine ☀️Today!***********************************************Become A  Probate Real Estate Listing Specialist! Probate Real Estate Boot Camp Create Listing Inventory Now! Get The Probate Real Estate Bootcamp Master Course *************************************** SOCIAL MEDIASip Social Sell - Grab Your FreebieInstagram @themichelebeeClubhouse @themichelebeeJoin Women to Women In Real Estate Facebook GroupYouTube Channel Real Estate Niches & Instagram StrategiesDISCLOSURE: This podcast/page/video/social media contains affiliate or sponsored information. This allows me to earn a small commission if you make a purchase through my affiliate links. Information deemed reliable not guaranteed. Earnings by agents are exclusively up to the individual and team owners and are not guaranteed.Support the show

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
How do I brand myself? I have multiple real estate titles & services! Mastermind w/ Probate Experts

Estate Professionals Mastermind - More Than A Probate Real Estate Podcast

Play Episode Listen Later Aug 31, 2022 57:04 Transcription Available


How do I brand myself? I have multiple real estate titles & services! Mastermind w/ Probate ExpertsSHOW NOTES: https://probatemastery.com/branding-with-multiple-real-estate-titlesThis weekly probate mastermind with Certified Probate Experts covers multiple topics.  Use timestamp navigation to jump to a specific topic.Core Focus: Building a strong personal brand as you build your probate business.Maybe you're an agent who also invests.Maybe you're a real estate investor that also renovates houses.Maybe you're a Senior Real Estate Specialist, a Certified Probate Real Estate Specialist, and a Certified Probate Expert.There are so many different types of probate services and different types of real estate services you want to make sure you're able to offer in your marketing and conversations.So, how do you do that?This episode covers providing different probate services under one real estate brand, and more:0:00 How to succeed in real estate: Talk to people (Real Estate Mindset)5:54 I went to probate court - Here's what happened (EARN Course)22:27 Branding yourself as a Realtor that also invests (Probate Business)33:14 Probate designation and titles: Do they matter? (Probate USP)37:17 Do I need signed paperwork? (Probate Business)43:14 Choosing a probate brand name (Probate Marketing)48:39 Does every MLS offer probate property search filters? (Probate Property Search)51:12 What do I call myself when I do many things? (Branding Tips)RELEVANT CONTENT:12 ways to leverage a probate cash advance: https://probatemastery.com/get-real-estate-listings-deals-probate-cash/ Bill interviews MarcSales Bluebird for leaders and go-to-market teams at cyber security startupsTips, tricks, ideas and inspiration from legendary cyber security CEOs and CROsListen on: Apple Podcasts Spotify The Personal Finance PodcastSubscribe now and Master Your Money in Less than 30 Minutes Per Week! Listen on: Apple Podcasts Spotify Podcasting Power HourOne Hour of Podcasting Q&A with Jeff Townsend, aka The Podcast Father, Greg founder of...Listen on: Apple Podcasts SpotifyPre-Roll Information: Join our Facebook Group: Estate Professionals MastermindCheck out ProbateMastery.com for the probate certification course and more content.

THE PRACTICE PODCAST
75. Family Feud- Life as a Probate Litigator

THE PRACTICE PODCAST

Play Episode Listen Later Aug 31, 2022 27:12


New episode with Giovanna “Gia” Abreu O'Connor, a probate litigator with RMO Probate Litigation, a national law firm with offices throughout the country focused on trust and probate litigation. Brett Amron and Jeffrey Bast talk to Gia about how her career led her to become the Managing Attorney of RMO's Miami Office, which she helped launch. She shares with Brett and Jeff how a class in law school made her want to become a probate lawyer. She also talks about the complexities of the probate litigation practice, which focuses on trusts, estates, guardian litigation, elder exploitation, and how to avoid disputes that often arise from family disagreements.Listen now on  YouTube, Spotify, Google, Amazon Music, and Apple Podcasts.Follow Gia on LinkedIn click here.

Uncontested Investing
Recession-Proof Real Estate Investing: Getting Creative With Probate Properties With Al Nicoletti

Uncontested Investing

Play Episode Listen Later Aug 30, 2022 34:03


Things aren't exactly breezy in the real estate market right now, so you have to get creative when it comes to investing. There are niches out there that are relatively untapped and yet are virtually immune to recession. Probate properties is one of these niches, and this is what Al Nicoletti specializes in. In this conversation with Tim Herriage, Al talks in detail about the journey he took in real estate and how he eventually found his niche in probate properties. He also tells us crucial things any investor who's thinking of giving probate a try should watch out for. Tune in and learn how creative thinking can get you success in real estate even when inventory is at an all-time low!Love the show? Subscribe, rate, review, and share! REI INK – Magazine (rei-ink.com)

Estate Planning Daily
#334 Probate is easy (not)

Estate Planning Daily

Play Episode Listen Later Aug 30, 2022 6:03


Probate is easy (not) -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… PS - It would mean the world to me if you hit the subscribe button.

Live From My Office
Probate and Estate Recovery: You Need a Plan!

Live From My Office

Play Episode Listen Later Aug 30, 2022 30:55


On this new episode you will hear Margaret Osborn talk about the pain of losing her mother...and now possibly losing her house.The government programs that are supposed to help can be very dangerous.Hear why and what-to-do to protect yourself here!SHOW NOTESFind help here, at Aging in Place.Read more about the huge problems Estate Recovery can create.Listen to me on the radio weekday mornings from 5:30-9:00 on WLS AM 890, online, on your smart speaker, or on the TuneIn Radio App! Subscribe to Live From My Office on Apple Podcasts, Spotify, or wherever you get your podcasts.Follow Steve on Facebook, Instagram, Twitter, and LinkedIn.Win an ABT gift card by emailing me three of your friends emails who you think would like the show, and include your mailing address in the email. Check out the details here.Email the show with any questions, comments, or plugs for your favorite charity.

The Confident Retirement
Ep 067: Ins & Outs of Family Business Formation & Continuity

The Confident Retirement

Play Episode Listen Later Aug 25, 2022 32:45


Brent W. Nelson is a partner at Rimon, P.C., practicing in Arizona and Colorado. A select group of U.S. and international individuals, families and financial institutions work with Brent on their complex tax, estate planning, and family business matters. Collectively, Brent's clients live, invest, or have family on every inhabitable continent in the world. Brent is an ACTEC Fellow, the former Chair of the State Bar of Arizona, Probate and Trust Section, an author for Thomson Reuter's Arizona Estate Planning and Probate Handbook, and the host of the Wealth and Law Podcast.    Listen to this informative The Confident Retirement episode with Brent Nelson about family business topics. Here is what to expect on this week's show: ●     Raised on a farm in the sweltering heat motivated Brent to pursue law. ●     Be patient is his advice to younger self ●     What happens to a business when the principal becomes incapacitated? ●     Finding the right staffing is Brents biggest challenge      Connect with Brent: Links Mentioned: @WealthAndLaw Learn more about your ad choices. Visit megaphone.fm/adchoices

PROBATE MASTERMIND Real Estate Podcast
Mastering Probate by Mastering the Basics | Probate Mastermind Episode #392

PROBATE MASTERMIND Real Estate Podcast

Play Episode Listen Later Aug 25, 2022 63:36


Show NotesPrevious episodes: AllTheLeads.com/probate-mastermindEpisode Topics:00:00 Introductions07:30 Best Ways to Approach a Lead17:20 Expanding What You Offer Personal Representatives34:30 All The Leads' Process47:00 Master Tips to Help Succeed in Real Estate51:40 Best Ways to Schedule Outgoing Direct Mail55:35 How to Service Attorneys to Build RelationshipsInterested in Probate Leads? AllTheLeads.com/probate-leadsJoin 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 (http://www.facebook.com/groups/alltheleadsmastermind)Support the show

Estate Planning Daily
#331 What is probate and why do people want to avoid it?

Estate Planning Daily

Play Episode Listen Later Aug 24, 2022 3:47


What is probate and why do people want to avoid it? -- I love comments. I make these videos specifically to help people with no expectations. Please take a second and say ‘Hi' in the comments and let me and know what you thought of the video… and p.s. It would mean the world to me if you hit the subscribe button.

Simple Money Wins
E280 Someone Died, But No One Wants to be Executor

Simple Money Wins

Play Episode Listen Later Aug 24, 2022 6:41


We often get hired when someone has died, but no one wants to be the executor. Sometimes there was a will with nominated executors who don't want to serve. Other times there was no will, but none of the next of kin want to do the job. So they hire us as the professional executor. Being executor is too much work Most folks who've been an executor before avoid doing it again. They know first-hand how time-consuming it can be. Generally, we're referring to people other than surviving spouse or children. The job is a bit easier for surviving spouse or children, because there is a lot of shared knowledge and possibly even shared assets. Other relatives or friends who have served as an executor before know how time-consuming it can be. Or perhaps they've heard enough horror stories from friends. (Plus, if you've heard our prior podcasts, you know how difficult it can be!). Too old to be executor Some nominated executors simply feel that they are too old to be an executor. This doesn't necessarily mean they're incompetent. Perhaps they were nominated many years ago when they were younger, but now they know that being an executor can be stressful. Perhaps now they are used to low-stress retirement life, and they don't need any new stress. No need to increase that blood-pressure medication! Also, in terms of logistics, being an executor requires a lot of legwork, doing things in person, running around town for real estate, waiting in line at banks, going to the courthouse, etc. This may not seem appealing when you expected to relax in your old age. There are also tasks that can be done electronically, and an older person may not be very tech-savvy. Can I be estate executor if I live far away? The executor may live out of state or abroad, but it could cause some issues. The main issue is that the executor may be unfamiliar with local customs and laws. For example, if you are an executor residing in Colorado for a New York estate, you will be bewildered by how NYC co-ops work Perhaps an executor from Europe assumes that wiring funds to the heirs works best. You would be shocked to find out that wiring could be a huge mistake. For the same reasons as an older executor, there's too much legwork to get done from afar. The number of flights alone would be cost-prohibitive and a pain. Unfortunately, many probate documents need original, wet signatures. We have sent documents overseas, and even one document in one envelope can cost $150! So, if neither you nor your family members want to be someone's executor, remember that there are folks like us out there who can handle it. Declining to serve as an executor is very common, and there is no reason to feel guilty about it. You might be better off remembering your loved one fondly instead of remembering the frustrating estate work. If you fit into the criteria above, please check out my book “How to Hire an Executor” available on Amazon. Request your free consultation      

Five Star Counsel Podcast
FSC Rewind: Building Expert Status w/ Mike Whelan

Five Star Counsel Podcast

Play Episode Listen Later Aug 24, 2022 44:01


We're on a brief break while we gear up for Season 2 of FSC, but we still want to give you something to think about (or revisit) in the mean time, especially if you missed it the first time around. Mike Whelan sat with us to discuss expert status, what it can mean to you, and how to market it. ----- We know that attorneys are respected (and paid) for having knowledge of the law. But as a lawyer, you have a defining choice to make: create your market value as either an exceptional technical expert or as an accessible relationship builder. Today, we focus on the former choice, and how to make sure folks *know* you're the expert. Lawyer Forward's Mike Whelan joins us once again to unpack the various, often contradictory, ideas about being an expert that we as lawyers are constantly being told. We discuss where to draw your lines, where to focus your time and effort, the VORL (Value Over Replacement Lawyer) model, and ways to focus your expertise into products. Find Mike on Twitter or LinkedIn ----- FiveStarCounsel.com Ask a question and we'll answer on the show! Get our FREE client service whitepaper! Here's a link for you to get 20% off your first year of using Text Expander! - https://fivestarcounsel.com/textexpander

Investor Financing Podcast
PROBATE INVESTING SIMPLIFIED

Investor Financing Podcast

Play Episode Listen Later Aug 23, 2022 42:12


Investing in Probate Real Estate with Sharon Vornholt Beau's taking a look at a different side of the real estate market in this episode of the Investor Financing Podcast, as he sits down with probate and real estate marketing expert Sharon Vornholt. Sharon tells Beau how she got started working in probate and what makes it different to other kinds of real estate deals. She walks Beau through how she finds new leads in the probate market and what her sales funnel looks like. She also explains what she teaches on her probate real estate course, where she sets others up for success in the probate market. If this episode of the Investor Financing Podcast got you interested in the possibilities of the probate market, listen to the end to find out what resources Sharon recommends to get started and how to sign up for her course. Don't forget to subscribe to the Investor Financing Podcast to hear more episodes with guests who are making waves in real estate.

The Al Nicoletti Show
Commercial Real Estate Investing Strategies with Neil Timmins

The Al Nicoletti Show

Play Episode Listen Later Aug 22, 2022 126:46


Neil Timmins from The Real Grit podcast joins The Al Nicoletti Show this week! Neil has been a part of nearly 2000 real estate transactions with his main passion being commercial real estate investing. On the show, he will be sharing how to identify hot areas for commercial investing and where to go from there.

Voices of The Goddess
Episode 143: Replay with Solimar Rodriguez!

Voices of The Goddess

Play Episode Listen Later Aug 22, 2022 28:58


Enjoy one of our most listened to episodes!  Solimar is an attorney that dedicates her law practice to planning people and their loved ones' futures. She does Estate Planning and Probate (before and after death matters). Although her office is in Downtown Fort Lauderdale, she practices all over the State of Florida and Puerto Rico. She speaks Spanish as well. Solimar's most influential book(s): One Hundred Years of Solitude by Gabriel García Márquez, The Power of Intention by Wayne DyerSolimar's website: https://www.trustsrslegal.com Solimar on Facebook: https://www.facebook.com/TrustSRSLegal Solimar on LinkedIn: https://www.linkedin.com/company/srslegal/ Mentioned in the show: Solimar's show - https://www.facebook.com/JuntasySueltas/ ; https://www.instagram.com/juntasysueltas  #motivation  #mindset #inspiration #mindfulness #selflove #personaldevelopment #selfcare #love #life #success #meditation #personalgrowth  #happiness #lifecoaches #leadership #goals #loveyourself #healing #selfdevelopmentSubscribe To The Voices of The Goddess with Julietta Wenzel and Allyson Mancini on Youtube HERE: https://www.youtube.com/channel/UCJkusUQRFjoRa0oDQpCLAbA/videos Facebook: https://www.facebook.com/Voices-of-the-Goddess-356165865475415Instagram: https://www.instagram.com/voicesofthegoddess/Voices of The Goddess with Julietta the Magical PT and Allyson, Operations Director at The Goal Digger Girl,  is a show that  supports modern day goddesses in developing their super powers and acquiring the tools they need to achieve all their desires. Allyson, a Michigander, moved to South Florida in 1993 with her fiancé, Nick. Married for 27 years with two children, Nicholas 24 and Lexi  21.  A SAHM for 24 years and now an empty nester, she has found her true passion as a Holistic Nutritionist. Facebook: https://www.facebook.com/groups/healthylifestyleinandoutInstagram: https://www.instagram.com/allysonkmancini/?hl=en Julietta grew up in Wisconsin and graduated with a Physical Therapy degree from University of Wisconsin-Madison.  Working in many different settings before deciding the need to open her own clinic to provide the level of care her clients deserve.  When not busy treating patients or teaching Voila Method in the US and internationally, she is making healing crystal art and jewelry, creating spiritual/healing paintings, or planning underground dining experiences. https://bodyandsoul-pt.com/   http://julietta.love/ https://soulcandycrystals.com/ https://www.facebook.com/TheMagicalPThttps://www.facebook.com/soulcandybyjuliettaAlzheimer's Disease Podcast7-Part miniseries about Alzheimer's, treatments and lifestyle changes.Listen on: Apple Podcasts Spotify

Extreme Genes - America's Family History and Genealogy Radio Show & Podcast
Episode 381: Classic Rewind - Benedictine Monk On His Worldwide Adventures To Save Historic Writings / Forensic Genealogy And Probate Records

Extreme Genes - America's Family History and Genealogy Radio Show & Podcast

Play Episode Listen Later Aug 22, 2022 44:16


Host Scott Fisher opens the show with David Allen Lambert, Chief Genealogist of the New England Historic Genealogical Society and AmericanAncestors.org. The guys begin with Fisher's recent experience that CANNOT be explained! Catch what happened. Then, David shares good news for adoptees in Connecticut. Then, in neighboring Rhode Island a host of new records have been shared online by the state. Hear what you can now find! Who knew that there was still more to explore and excavate at Plymouth Colony. Find out about the latest dig. An underwater explorer has done great work in bringing closure to families who lost loved ones in World War 2 in several sunken submarines. Hear what he has done. Finally, a Massachusetts man has quite a new chapter in his personal history. He was literally swallowed by a whale and lived to tell about it! Next, Fisher visits with Father Columba Stewart, a Benedictine monk who has traveled the world on a mission to preserve the historic writings of mankind in places subject to war and natural disasters. Wait til you hear some of the things he has endured in his quest! Then, Jacqueline Tritsche from our sponsors at Legacy Tree Genealogists talks about forensic genealogy, working to connect estates with descendants. At the back end, David returns for Ask Us Anything. That's all this week on Extreme Genes, America's Family History Show!

Let's Talk Real Estate Investing with Sharon Vornholt
What Do You Do When the Heirs Can't Agree on a Sales Price for the Property in the Estate?

Let's Talk Real Estate Investing with Sharon Vornholt

Play Episode Listen Later Aug 18, 2022 7:49


I got a listener question this week and it was, "what do you do when the heirs can't agree on a sales price for the property in the estate"? That's a really good question, but I have to tell you that in reality, you get it less often than you might think. However, over time it will happen so it's good to know how to handle that situation. In this short episode, I will tell you how I handle those conversations and you can put your own spin on it. Key Highlights: [00:01 - 02:10] Opening Segment • An overview of how to get the family to agree on a sales price for a property [02:11 - 06:28] What Do You Do When the Heirs Can't Agree on a Sales Price? • It is important to be realistic about what needs to be done to fix up the property Be prepared to discuss those costs with the family representative • What's most important is to listen to the family's concerns • Get the family involved in the discussion and know what they would do if they lived there [06:29 - 07:48] Closing Segment • You should go back to the facts and the costs Key Quotes: "Your goal is to get the family involved in the discussion and get them invested in seeing themselves in the property." - Sharon Vornholt WANT TO LEARN MORE? Connect with me through my website, Instagram, and LinkedIn Or you can send me an email at sharon@sharonvornholt.com  Be sure to check out the Louisville Gals Real Estate Blog and my course Probate Investing Simplified. Learn more about this podcast on iTunes, or Stitcher. If you liked my show, please LEAVE AN HONEST REVIEW, like, and subscribe!

Build Your Wealth Muscle
Episode 47: 3 FREE Estate Planning Strategies for Fitness Professionals

Build Your Wealth Muscle

Play Episode Listen Later Aug 17, 2022 40:44


As a fitness professional, you know the importance of staying healthy and fit. But have you thought about what will happen to your assets when you pass away? Estate planning is an important part of ensuring your loved ones receive the money you worked so hard to make. In this episode, I will share some free and easy estate planning strategies for fitness professionals to help you plan for the future. I'll also show you how to simplify this process to make it much easier for yourself. Why Death Planning is important What is a Will vs Will Substitute What is Probate...and why you should avoid it 3 Free Ways to Avoid Probate! Links: Map How Your Money Flows: Map My Money Save Taxes in your business: Free Consultation Follow me: https://www.instagram.com/thepatdarby Help Your Peers: FitPro Business Benchmark Study

Five Star Counsel Podcast
FSC Rewind: Optimizing Your Intake Process w/ Billie Tarascio

Five Star Counsel Podcast

Play Episode Listen Later Aug 17, 2022 32:09


We're on a brief break while we gear up for Season 2 of FSC, but we still want to give you something to think about (or revisit) in the mean time, especially if you missed it the first time around. Billie Tarascio joined us with a boatload of incredible tips for supercharging your intake process. ---- Is your intake process getting your firm the results it needs? Is your intake process creating barriers for potential clients? Could it be refined or totally reworked? This week, we're joined by Billie Tarascio, successful attorney and co-author of Tiger Tactics: Powerful Strategies for Winning Law Firms. Billie is a master of the intake process, and gives us a really insightful breakdown of her own intake process, making things easier for the clients, the employees, and the owners. We talk about how to work backwards from the total volume your firm needs to succeed, in order to create and perfect your process. We also discuss running sales and specials on consultations, creating referral programs, optimizing your advertising spending, reframing your intake team as "advocates," and much more. Billie even challenges me on my own approach to intake - it's a great chat full of actionable tips for your firm. Find Billie at https://modernlawpractice.com/ or LinkedIn: https://www.linkedin.com/in/billie-tarascio-62322bb/ ----- FiveStarCounsel.com Get our FREE client service whitepaper! Join the Five Star Counsellors FB Group: https://www.facebook.com/groups/1575616019297055 Here's a link for you to get 20% off your first year of using Text Expander! - https://fivestarcounsel.com/textexpander

Flipping America
Flipping America 542, The NFL or Real Estate?

Flipping America

Play Episode Listen Later Aug 15, 2022 30:03


Zillow published a quiz recently that asked questions about the NFL, certain celebrities and real estate. The sad fact is, Americans know more about the Kardashians than their own property. What can we do? We take a couple of steps in that direction today on the Flipping America show. Bill Gross is a licensed real estate broker and probate expert from Los Angeles. He's going to join us in a few minutes to talk about the Zillow quiz, the lack of financial and real estate literacy and the failure of the American media to challenge incorrect notions put forward by our elected officials. Then we are going to answer William's questions about the foreclosure auction and auction process.