Podcasts about Probate

In our most recent probate coaching call, we focused on cold calling and broke down how to handle the most common roadblocks like “We're already done with probate” or “Just give me an offer.”You'll learn how to:00:51 – Objection: “We're almost done with probate, I don't need anything.”

Why do Probates Take So Long?

Send us a textJoin us as we sit down with CLPF, Sara Ecklein, to discuss why the traditional idea of a "reading of the will" is misleading, and how thoughtful conversations and proper planning can help prevent misunderstandings and surprises after death.As a leading divorce firm in Portland, our attorneys provide guidance on custody, alimony, separation, estate planning, and more. Learn what to expect in Oregon and Washington divorce cases and how we can help.If you would like to speak with one of our attorneys, please call our office at (503) 227-0200, or visit our website at https://www.pacificcascadelegal.com.To learn more about Sara and how she can help you, you can visit her website at: https://www.trustandhonor.coDisclaimer: 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.

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 of the All The Leads Mastermind podcast the call opened with a discussion on how coaches dig into research and track market trends to guide their strategies. From there, Tim, Bruce, Bill, and the other coaches shared tools, case studies, and practical scripts for turning probate, divorce, late mortgage or pre-foreclosure, and aging-in-place properties into dependable deals. They touched on key market indicators like price per square foot, vacancy, and absorption rate, and broke down how to interpret shifting conditions in local markets ranging from Jacksonville to Marin County. The group emphasized the importance of a strong CRM, steady follow-up, and a real estate-focused content strategy that makes use of templates, testimonials, and multiple options for sellers whether that's holding onto a property, pursuing a short sale, or opting for a quick close with clear timelines to set expectations. They also highlighted ways to tap underused lead sources, navigate compliance considerations, and frame offers that balance seller needs with investor goals. By the end, participants walked away with a clear blueprint for building a probate-centered business, sharper insight into market signals, and a call to action to engage peers, put strategies into practice, and track results in the weeks ahead. Key Takeaways:  - Learn a system for consistently tracking probate leads and market data.  - Leverage abatements and timing to negotiate better terms with sellers.  - Build a durable pipeline and follow-up routine to stay top of mind.  - Use absorption rates and price points to forecast market shifts.  - Use client testimonials and education content to build trust.  - Tailor your approach to local market conditions and laws.  To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.  #MarketTrends #PipelineBuilding #RealEstateInvesting #LeadGenerationPrevious episodes: AllTheLeads.com/probate-mastermindInterested in Leads? AllTheLeads.comJoin Future Episodes Live in the All The Leads Facebook Mastermind Group:  https://facebook.com/groups/alltheleadsmastermindBe sure to check out our full Mastermind Q&A Playlist Support the show

Michael Most provides exclusive concierge mortgage service and education to businesses and firms in Los Angeles and New York by combining individual and group teaching with ongoing advising for employees and clients interested in the home buying process or growing their real estate portfolio. https://www.mosthomeloans.com/about

Are you a landowner who wants your ranch to pass cleanly to the next generation—or a land agent tired of deals dying over cloudy title? In this episode of The National Land Podcast, host Mac Christian sits down with Tiffany Dowell Lashmet (Ag Law Professor & Extension Specialist, Texas A&M) and Wayne Dunson (Managing Broker, National Land Realty—West Texas) to demystify probate—the legal process that moves assets from the deceased to the living—and the tools that keep it from blowing up your land plans. What You'll Learn: What probate is and why you still need it even if there's a will Dying without a will (intestacy): how state statutes—not your wishes—divide assets and create messy joint ownership Why failing to probate strands title in the deceased's name, blocks sales, and costs heirs more later (e.g., Texas has a typical 4-year window) Wills vs. Trusts: trusts can bypass probate entirely; when each makes sense for landowners Texas will execution basics: handwritten (holographic) vs. typewritten wills, witness rules, and why beneficiaries shouldn't witness Probate-avoidance tools: LLCs and transfer-on-death deeds (in Texas, revocable) to move property with only a death certificate Real-world horror stories: unknown heirs, missing co-owners, partition suits, deep discounts to clear title Family dynamics you must address now: on-farm vs. off-farm heirs, unequal contributions, and setting expectations Why DIY online forms backfire on farms/ranches—hire an ag-savvy estate-planning attorney in your state Agent playbook: verify probate status early, flag title clouds, and get clients to counsel before listing This episode is a must-listen for: Landowners and family decision-makers on farms and ranches Heirs, executors, and trustees facing title/estate questions Land agents/brokers who want to prevent deal-killing probate issues CPAs and attorneys serving rural clients Don't punt on probate. A valid, state-compliant plan now is cheaper than courtroom chaos later—get the right documents in place, probate on time, and keep your land legacy intact.   Read about Tiffany Lashmet https://agecon.tamu.edu/people/dowell-lashmet-tiffany/   Contact Wayne Dunson https://nationalland.com/real-estate-agent/wayne-dunson   National Land Realty Buy, Sell, Lease, or Auction Land https://www.nationalland.com 

Probate real estate is one of the biggest untapped opportunities in 2025. Learn how probate real estate specialists are dominating this niche and turning inherited property leads into a profitable source. In this group coaching call, certified probate real estate experts break down:→ How to position yourself as the go-to probate agent or investor in your market→ What most professionals overlook when dealing with inherited homes→ Proven strategies to win trust with families going through probate→ Guide to becoming a certified probate real estate expert in 20252:08  The type of service that builds a predictable business , and making a system behind it centered in building relationship with families  through needed services 12:46  -Giving value to attorneys to develop great relationships by helping them get business-Business Development (marketing, lead gen) a skillset we must develop aside from the point of attack which most realtors and investors are already experts at -Don't limit your solution to your Capitalize on other solutions in the beginning to offer a lot more value to different kinds of people / families -Wording on presenting different kind of solutions or paths to clients -Properties that needs a lot of work 42:30 About Pre probate leads. When is the best time to contact them ? 1:01:57 Is the certificate of transfer without probate enough or do I also need to file the small estate affidavit ??If you're ready to stand out in your market, attract referrals, and scale your probate business,

Judge Mary Lou Alvarez joins Shannon Salmon-Haas and host Todd Marquardt to talk about foster children on this edition of Talk Law Radio. #fosterchildren #fostercare #law #legal #familylaw 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. Leave a legacy that makes a positive impact on people's lives Chat online at MarquardtLawFirm.com to schedule an appointment to help you create a legally enforceable last will, living trust, or tax protected inheritance plan. Tell a friend what this show is about discovering hidden legal issue blind spots like in business and estates and elder law. Today's hidden legal issue blind spot is "Citizenship." Subscribe to the Talk Law Radio YouTube channel to watch the show in four separate segments. Like & Subscribe! https://www.youtube.com/@talklawradio3421 Listen here! www.TalkLawRadio.com Follow Shannon Salmon-Haas! Instagram: @shannonrobertasanantonio Tik Tok: @shannonrobertasa Facebook: @Shannon Roberta San AntonioSee omnystudio.com/listener for privacy information.

Dylan Wilbanks Life can take sudden turns, and legal challenges often arise when least expected. The Wilbanks Law Firm, based in Commerce, Georgia, provides trusted guidance in probate matters, estate planning, contract disputes, real estate transactions, and judgment collections. The firm's team is equipped to respond quickly, offering direct and clear answers to clients' questions […]

Dylan Wilbanks Life can take sudden turns, and legal challenges often arise when least expected. The Wilbanks Law Firm, based in Commerce, Georgia, provides trusted guidance in probate matters, estate planning, contract disputes, real estate transactions, and judgment collections. The firm's team is equipped to respond quickly, offering direct and clear answers to clients' questions […] The post Dylan Wilbanks with Wilbanks Law Firm appeared first on Business RadioX ®.

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 All The Leads Mastermind episode #544 features an open forum where coaches and investors from across the country answer questions about probate, pre-probate, divorce, late mortgage and pre-foreclosure, and expired listings. Listeners hear practical plays for lead handling, including the first six touches, CRM workflow, and CMA-based value for property verification with tools like Property Plus. The discussion dives into strategies such as calling leads immediately after review, using unbranded thank-you cards, and leveraging video outreach with Dub to track engagement. They explore the power of multi-step mail campaigns (six to twelve months), the role of Probate Mastery and Probate Cash offers, and how to blend attorney and title-partner support without slowing momentum. Real-world examples highlight how a well-timed call, a well-crafted CMA, and a genuine service mindset can unlock new opportunities, even in challenging markets of probate, divorce, and distressed properties. This session emphasizes taking concrete action, sharing wins, and applying a repeatable process that builds trust, reduces friction, and increases closing probability across probate, pre-probate, and aging-in-place niches.  Key Takeaways:  - Use Property Plus to verify property types before outreach.  - Call leads immediately after review and log results in your CRM.  - Send unbranded cards after meaningful conversations to stay memorable.  - Use video messages and track engagement via a platform like Dub. - Implement a six-month (and twelve-month) letter campaign to nurture probate leads.  - Pair outreach with attorney or title-company support to close more deals.  To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.  #ProbateMarketing #LeadGeneration #RealEstateInvesting #RealEstateLeadsPrevious 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

Attorney Rob Silverman focuses primarily on trusts and estates work. This consists of estate planning, probate, and trust administration.Visit his website here: https://www.rsilvermanlaw.com/

In this episode of the Investor Fuel podcast, host Skyler Byrd interviews Mark Walker, a seasoned real estate agent with over 20 years of experience in the LA market. Mark shares his journey from the entertainment industry to real estate, discussing the significant changes in the LA housing market, the challenges of affordability, and the opportunities presented by probate properties. He emphasizes the importance of strategic investment in a market characterized by scarcity and offers insights into tenant screening and property management. Mark concludes by inviting listeners to connect with him for real estate inquiries.   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   —--------------------

In today's digital world, security is more complex than ever. Whether it's financial information or personal identification, cyber threats are among the fastest-growing crimes in the country, according to FBI statistics. Join us in this episode as we explore these modern challenges with Thomas B. Christiano, an attorney at Blankingship & Christiano P.C.. Identity thieves can use stolen information to apply for credit, file taxes, receive medical services, or make frivolous purchases in someone else's name. This can devastate the victim's credit and finances — leaving crippling debt and lasting uncertainty in its wake.  Whether you've recently experienced identity theft or simply want to safeguard yourself against it, this episode will provide essential insights and practical steps to help you stay protected. This conversation explores: The different types of identity theft. Methods of defending and deferring attempts at identity theft.  How legal professionals help victims of identity theft. The benefits of checking your credit report regularly to detect potential incidents. Thomas is a consumer protection attorney with extensive experience in credit reporting cases under the Fair Credit Reporting Act. A graduate of the University of Virginia and William & Mary Law School, he has successfully represented clients against inaccurate credit reporting by major agencies and banks. His work helps victims recover damages for lost opportunities, financial harm, and emotional distress. He also shares insights on his blog at Yourfaircreditreportlawyernow.com.

Staying on top of recent decisions and legislation impacting estate planning, guardianships, and more is essential for elder law attorneys who advise clients and their families on wide-ranging matters. In Illinois, important 2025 developments include the One Big Beautiful Bill, limits to facility liability for negligence, attorney duties for mental capacity determinations, receipt of assets by minor family members, and more. Linda Strohschein and Paula Willuweit of Strohschein Law Group in St. Charles are presenting this year's caselaw and legislative update at the IICLE® Elder Law Short Course, which is at the Chicago Marriott Southwest and via live webcast on September 18 - 19, 2025. The annual reception hosted by the Illinois Chapter of the National Academy of Elder Law Attorneys (NAELA-IL) is open to all in-person attendees at no additional cost.IICLE® is a 501(c)(3) not-for-profit based in Springfield, Illinois. We produce a wide range of practice guidance for Illinois attorneys and other legal professionals in all areas of law with the generous contributions of time and expertise from volunteer attorneys, judges, and other legal professionals.

Melody Smith joins Shannon Salmon-Haas and host Todd Marquardt to talk about homelessness in D.C. on this edition of Talk Law Radio! •The central topic is President Trump’s executive order addressing homelessness in Washington, D.C., signed on July 24, 2025, and the broader legal, ethical, and social ramifications of such policies.•We discuss dignity, relationship-building, and the Christian perspective of treating those experiencing homelessness as brothers and sisters deserving of empathy.•Shannon shares observations from San Antonio, describing the visible increase in encampments and the challenges faced by business owners and community members.•Local organizations like THRU Project are highlighted for their work in supporting foster youth at risk of homelessness, with statistics showing a high percentage of homeless adults having a history in the foster system. Learn more at https://www.thruproject.org/ #homeless #unhoused #law #legal #Trump #policy #DC #executiveorder 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. Leave a legacy that makes a positive impact on people's lives Chat online at MarquardtLawFirm.com to schedule an appointment to help you create a legally enforceable last will, living trust, or tax protected inheritance plan. Tell a friend what this show is about discovering hidden legal issue blind spots like in business and estates and elder law. Today's hidden legal issue blind spot is "Citizenship." Subscribe to the Talk Law Radio YouTube channel to watch the show in four separate segments. Like & Subscribe! https://www.youtube.com/@talklawradio3421 Listen here! www.TalkLawRadio.com Follow Shannon Salmon-Haas! Instagram: @shannonrobertasanantonio Tik Tok: @shannonrobertasa Facebook: @Shannon Roberta San AntonioSee omnystudio.com/listener for privacy information.

Probate real estate doesn't have to feel vulture-like. Learn how a Probate Specialist turned trust into 4 deals in 2 weeks.00:00 – Building a pipeline without sounding like a vulture  02:30 – From Stranger to Trusted Guide: Helping Families Who Just Lost a Loved One32:40 – This Heir Remembered James' Name Just From His Marketing43:08 – When Heirs Lie, What Do You Do?52:06 – How Randy's Pipeline Snowballed Into 4 Probate Deals in 2 WeeksIn This Episode of the Estate Professionals Mastermind,  Learn how to build a compassionate probate pipeline, position yourself as a concierge service, and handle tough heir scenarios all while scaling quickly.

Probate can be complex, but understanding each stage of the legal process is essential. This guide provides a clear, structured overview to help you approach probate with clarity and confidence.Learn how to invest in real estate with the Cashflow 2.0 System! Your business in a box with 1:1 coaching, motivated seller leads, & softwares. https://www.wealthyinvestor.com/Want to work 1:1 with Ryan Pineda? Apply at ryanpineda.comJoin our FREE community, weekly calls, and bible studies for Christian entrepreneurs and business people. https://tentmakers.us/Want to grow your business and network with elite entrepreneurs on world-class golf courses? Apply now to join Mastermind19 – Ryan Pineda's private golf mastermind for high-level founders and dealmakers. www.mastermind19.com--- About Ryan Pineda: Ryan Pineda has been in the real estate industry since 2010 and has invested in over $100,000,000 of real estate. He has completed over 700 flips and wholesales, and he owns over 650 rental units. As an entrepreneur, he has founded seven different businesses that have generated 7-8 figures of revenue. Ryan has amassed over 2 million followers on social media and has generated over 1 billion views online. Starting as a minor league baseball player making less than $2,000 a month, Ryan is now worth over $100 million. He shares his experiences in building wealth and believes that anyone can change their life with real estate investing. ...

Are you tired of getting hung up on when you probate cold calling? This episode reveals how to talk to probate leads so they actually listen. In this powerful real estate role play, top coach Aaron Novello shows you the probate script that gets them to talk and gets you appointments every time.In this coaching session, you'll discover the strategic mindset shift that turns frustrated calls into high-value conversations. Most real estate agents make a critical mistake that causes them to fail with this type of lead, but this training shows you other ways to look for probate leads and connect with them on a human level.What you'll learn:➡️ The proven dialogue to handle the most common probate objections➡️ How to position yourself as a helpful guide, not a pushy salesperson➡️ Why "I don't know" is not a dead end but the beginning of a valuable conversation➡️ How to use local market data to create urgency without being misleading➡️ A simple method to help families understand the financial impact of waiting➡️ The exact approach that leads to more appointments and probate lead conversionThis isn't just a probate real estate training, it's a complete mindset and approach overhaul for real estate agents who want to master probate. Learn how to generate leads when probate cold calling and build a predictable business.

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 of the All The Leads Mastermind podcast is an open forum style that dives into practical, affordable marketing strategies for probate and related real estate needs while giving agents and investors across the country a space to ask questions, share wins, and tackle challenges together. The discussion highlights the core distinctions between organic and paid traffic, the long-term nature of Google rankings, and the importance of long-tail, local keywords in probate and divorce markets. Attendees gain actionable steps such as publishing regular community-focused content, posting local data to establish authority, and using direct mail and local forums to drive traffic. The panel stresses the value of a pillar approach that positions probate, divorce, or late mortgage support as a visible, trusted part of a business and explains how consistency builds both SEO and client trust over time. Practical advice includes leveraging AI tools for drafting content while editing for authenticity, avoiding overpriced SEO schemes, and focusing on content people will actually read. Real-world examples from members illustrate success stories, from closing divorce leads after months of effort to expanding listings through collaborations and sustained lead generation. Listeners are encouraged to test small budgets, track conversions, and combine direct mail with online activity to create tangible, lasting impressions. The hosts emphasize that trust, empathy, and consistency are as important as technical SEO and recommend building a credible site filled with FAQs, local data, and client stories to invite engagement. The final takeaway challenges participants to choose one idea, implement it this week, and report back to the community next Thursday to celebrate progress and refine strategies together.Key Takeaways:- The open forum format invites audience participation and real-time problem solving.- Organic traffic requires patience and focus on long-tail, local keywords.- Publicize your expertise through consistent content and community data.- Use affordable tactics like QR codes, mail, and local forums to drive traffic.- AI drafts should be edited to preserve your voice and avoid machine-like text.- Make probate, divorce, and related services the core pillars of your business to build credibility and trust.- Test small budgets and measure conversions to optimize results.To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market.#OpenForum #ProbateMarketing #RealEstateMarketing #ContentMarketingPrevious 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

According to the National Association of Legal Professions, when I graduated from Law School in 1988 only 2.7% of graduating attorneys made the choice to go solo.Looking at those same numbers, it's easy to track the strength of the economy with the number of new attorneys going solo increasing during economic downturns.But now that so much of the work we do can be done virtually, what used to be one of the largest challenges for any attorney deciding to hang out their own shingle – finding physical office space – has all but been eliminated. As my guest today points out, with the ability to work remotely no longer in question, the stigma of being what was once called “post-office attorney” is fading.Nikita Lamar is an attorney specializing in Family Law, Trademarks, and Probate & Estate Planning. After graduating from Law School in the wake of the Great Recession, Nikita would found The Lamar Legal Group and, as she herself has written, her commitment to preserving what clients have worked tirelessly to build is the cornerstone of her practice. We talk about her unlikely journey to law school, practical and philosophical tips for attorneys thinking of starting their own practice, and how vulnerability and empathy can coexist with zealousness. Enjoy the show! 

Getting probate attorney referrals comes down to two things: timing and nurturing.In this coaching call, Bill Gross and Bruce Hill share:-When to approach probate attorneys so they actually listen-Tips to nurture those relationships without feeling salesy-How networking moves turn into referral pipelines-Why attorneys can become your most consistent probate lead source

If you're working probate leads without a system, you're probably losing deals you could be closing.In this video, you'll learn exactly how to create a probate resource package and follow-up plan that builds trust fast, keeps you top-of-mind, avoid you from sounding  "always pitching".What you'll learn in this video: 2:12  How the 12-Minute Rule builds instant rapport, lowers resistance, and gets prospects talking9:39  The exact daily tasks for a cold-calling VA and how they pass you 3 qualified probate leads (plus how to keep leads from slipping through the cracks).16:01 What's actually inside your probate resource package that makes you stand out.21:50  Why qualifying conversations before sending your resource package leads to better conversion rates.30:29 Why out-of-state executors are the highest-converting leads, and when your VA should be calling them.40:14  What to give your VA on day one and how much it costs to hire them.50:08 The best way to respond when a prospect says, "I already have a realtor.”Whether you're a realtor or investor, these strategies will help you turn  probate leads into predictable closings and avoid burning out.

When someone passes away, their assets can get locked up in probate court—leaving loved ones stuck in a legal and financial mess. Today, Nicole breaks down what probate really means, why a will alone won't keep your family out of it, and the smart moves you can make right now to protect what you've built. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

➡️ Want To Learn More About Partnering With Me at eXp (Get all my Training & Coaching For Free) Schedule a Zero Pressure, Fully Confidential Zoom Call with me: https://go.oncehub.com/PartnerwithJoshuaSmithGSD   ➡️ Connect With Me On Social Media: Facebook: https://www.facebook.com/JoshuaSmithGSD Instagram: https://instagram.com/joshuasmithgsd/   ➡️ Connect With Carolyn Castillo: YouTube: https://www.youtube.com/@absolutetopdollar Instagram: https://www.instagram.com/absolutetopdollar/ Facebook: https://www.facebook.com/profile.php?id=61556198800803   About Joshua Smith: -Licensed Realtor/Team Leader Since 2005 -Voted 30th Top Realtor in America by The Wall Street Journal -NAR "30 Under 30" Finalist -Named Top 100 Most Influential People In Real Estate -Top 1% of Realtors/Team Leaders Worldwide -6000+ Homes Sold & Currently Selling 1+ Homes Daily -Featured In: Forbes, Wall Street Journal, Inman & Realtor Magazine -Realtor, Team Leader, Coach, Mentor

This episode is Part 2 of a two-part series. In this follow-up episode of Senior Matters, host dig deeper into the probate process in Idaho. They cover how probate protects against unknown debts, why personal representatives can be personally liable, and how to close an estate formally or informally. You will also learn practical ways to avoid probate through beneficiary designations, small estate strategies, and revocable living trusts. If you are planning your estate or managing a loved one's, this episode gives you tools to protect assets and reduce stress. To listen to the first episode, find What Really Happens When Someone Dies at  

In this episode, Tom Petty's shocking Estate Battle: Free Fallin' | EP 318, we're diving deep into the messy saga of the Tom Petty estate.Tom Petty was a rock and roll legend, but his death sparked a legal battle that serves as a hilarious (and terrifying) warning to us all.

In this conversation, Bruce Hill, a probate consultant, shares his journey into the probate space, discussing the complexities of probate deals and the importance of understanding the probate process. He emphasizes the need for investors to be well-versed in probate law and the various challenges that can arise during transactions. Bruce also highlights the opportunities for service providers in the estate planning sector and the psychological aspects of succeeding in probate. He concludes by offering resources for those interested in learning more about probate consulting and real estate investing.   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   —--------------------

Listen to TEXCOM Members Kim McGhee, Ben Schwefel, Jadene Tamura, and Kristin Yokomoto discuss the benefits of becoming a Certified Legal Specialist and the five TEXCOM modules making up the Exam and You preparation course.  The speakers will cover examination tips and briefly describe the examination topics, including professional responsibility, estate, gift, and tax planning through the use of revocable and irrevocable trusts, trust administration, accountings, probate law, powers of attorney, advance health care directives, incapacity, elder law and abuse, conservatorships, and trust and estate litigation. The Exam and You webinars discuss the five areas listed by the State Bar of California that may be on the examination, which is scheduled for October 30, 2025. To purchase a Session or bundle of 5 Sessions of The Exam and You, click here – https://calawyers.org/trusts-and-estates/exam-and-you-estate-planning-through-administration-and-litigation/ Speakers: Kimberly R. McGhee is the principal attorney at Black & McGhee, A Professional Law Corporation. She is a Certified Elder Law Attorney by the National Elder Law Foundation, a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization, V.A. Certified Accredited Attorney, and member of the California Lawyers Association, Trusts and Estates Executive Committee (TEXCOM). She is licensed in California and Nevada. Ben Schwefel is a Partner at Murtaugh Treglia Stern & Deily LLP and is a certified specialist in Estate Planning, Trust, and Probate law by the State Bar of California. Ben's practice focuses on estate planning, trust administration, probate administration, and trust litigation. Ben is a member of the Executive Committee of the Trust and Estates Section of the California Lawyers Association (TEXCOM) and the Orange County Bar Association Trusts & Estates Section. Jadene Tamura is a shareholder and co-chair of the Trusts & Estates Dept. at Parker Milliken Clark O'Hara & Samuelian, APC. Her practice includes all aspects of trusts and estates with an emphasis on estate planning and administration. She is a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California, and a member of the Executive Committee of the CLA Trust and Estate Section (TEXCOM). Kristin Yokomoto is a partner at Baker & Hostetler LLP in Costa Mesa, California. She practices in the areas of estate planning for high net worth clients and trust administration. Kristin is a Legal Specialist in Estate Planning, Trust & Probate Law certified by the State Bar of California. She is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and Executive Committee Member of the CLA Trust and Estate Section (TEXCOM).Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Cat Hammons and Todd Gajdusek

Imagine having someone looking after YOU as a business owner. Business owners often focus on cash flow, payroll, and acquiring new cash flow.  Neglecting to plan for life-changing events like tragic accidents or temporary disabilities hinders continuity in your business. Andy Fankhauser offers a process to help business owners, their partners, and families make smooth transitions if the owner is incapacitated or worse. After speaking with Andy, I realized I never considered a backup plan for my French-themed inn, in case I couldn't manage it for a few months. I mentioned having $300,000 in life insurance to cover expenses for the inheritor while they sold the property—this only prepares for unexpected death. Andy pointed out that without a method for someone to authorize payroll or pay bills through the business bank, outstanding debts and expenses won't be paid. Life insurance alone is not enough. Andy suggests taking steps with your bank to ensure someone can continue business operations if you're unable to sign those checks or make withdrawals.. ANDY FANKHAUSER aqualuxuryconsulting@gmail.com Andy offers a free resource: “PROBATE PROOF YOUR BUSINESS: THE OWNER'S ACTION WORKBOOK RESOURCES  HERE: PROBATE PROOF YOUR BUSINESS: THE OWNER'S ACTION WORKBOOK https://mail.google.com/mail/u/0/#search/Andy/FMfcgzQbfpMSfLxhmDxWQCLlmsWfLZFC?projector=1&messagePartId=0.1    “PROBATE PROOF YOUR BUSINESS: THE OWNER'S ACTION WORKBOOK RESOURCES  HERE: PROBATE PROOF YOUR BUSINESS: THE OWNER'S ACTION WORKBOOK https://mail.google.com/mail/u/0/#search/Andy/FMfcgzQbfpMSfLxhmDxWQCLlmsWfLZFC?projector=1&messagePartId=0.1   CONTACT VALERIE HAIL FOR CHANGE MAKERS MARKETING PLACEMENTS ON WEEKLY PODCASTS vahail1956@gmail.com valerie@allinourminds.com      www.allinourminds.com    

Tune into our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure and Aged Expired niches!In today's episode of the All The Leads Mastermind podcast the conversation focused on sharpening marketing strategies through direct mail campaigns and building a stronger digital presence. The panel emphasized the importance of consistency in mailing, discussing how cadence, message clarity, and professional presentation directly impact response rates. Members shared success stories around pairing letters with follow-up calls, as well as tips for segmenting lists to prioritize the most motivated sellers. The discussion then turned to websites as a credibility and conversion tool. Bruce explained how even a simple, well-structured site can build trust with probate leads by showing professionalism, authority, and resources tailored to families in transition. The group explored best practices for content such as including probate FAQs, testimonials, and clear calls to action along with the value of integrating websites with mailing campaigns so prospects have multiple touchpoints to validate your expertise. Tim and Jim highlighted how the most successful agents combine print and digital, using direct mail to open the door and online presence to establish credibility once homeowners start researching. The episode wrapped with practical advice on tracking responses, refining messaging over time, and making sure that both websites and mailings work together to build trust, stay top-of-mind, and increase long-term conversion rates. Key Takeaways Consistency in direct mail is key. Mailing cadence and clear messaging dramatically influence response rates. Pair mailings with calls to create a natural follow-up process and build stronger connections. Websites establish credibility by providing families with probate-specific resources, FAQs, and testimonials. Mail + website = multi-touch trust: Prospects often research you online after receiving a letter, so both channels must align. Professional presentation matters: Polished websites and high-quality mailings convey authority and reliability. Track and refine: Monitoring response rates and adjusting both messaging and design can boost results over time. Integration creates long-term wins: Using direct mail to initiate contact and websites to nurture trust produces higher conversions than relying on a single channel. To learn more, visit To learn more, visit https://www.AllTheLeads.com or call (844) 532-3369 to check how many leads are available in your market. #ProbateRealEstate  #RealEstateMarketing #DirectMailMarketing #RealEstateLeads  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

Steve Legler speaks with U.S. estate planning attorney Mark Shiller about his book, How to NOT Ruin Your Kids With Money: Navigating the Challenges of Transitioning Wealth in Families. Together, they discuss issues around character, competence, and capacity, the maturation process, and the uniqueness of each family member, with lots of useful tidbits for parents and rising generation family members along the way.   All views, information, and opinions expressed during this podcast are solely those of the individuals involved and do not necessarily represent those of Family Enterprise Canada.   Guest bio Mark A. Shiller has been a practicing estate and business succession attorney and wealth consultant for over 20 years. He works with individuals, couples, and families in connection with their estate, tax, and business planning. His clients are typically business owners, professionals, and senior executives who appreciate his thoughtful and creative approaches to their often complicated personal, tax, and financial planning challenges.   He is a Fellow of the American College of Trusts and Estates Counsel, former Chair of the Board of Governors of the Real Property, Probate and Trust Law Section of the State Bar of Wisconsin, Past President of the Milwaukee Estate Planning Forum, and Past Chair of the Estate and Trust Law Section of the Milwaukee Bar Association. Mark also served as an adjunct professor at the University of Wisconsin Law School for four years, teaching a course on estate and business planning for the privately-held enterprise.   You can learn more about Mark Shiller on his website and LinkedIn.   Key Takeaways [:26] Steve Legler welcomes Mark Shiller and asks him to share about the process that took him through to writing his book.   [3:48] The minority, maturation, and maturity needs of any person impact their relationships with others and wealth; Marc shares an anecdote.   [6:16] Wealth magnifies and reveals character; money can enable people to do damage.   [8:08] Mark explains why resisting the urge to “fix it for them” is important when it comes to advising families.   [12:08] Mark's allowance system and how it both worked and failed.   [14:52] Money conversations shouldn't be all or nothing; raising kids is a process.   [16:34] What's the purpose of apple trees?   [19:02] The definition of success as a parent shouldn't be an imposition; involving the upcoming generation is a requirement of a continued legacy.   [21:44] Modelling as a way of ensuring success.   [22:47] On Al, Brittany and Carl, and the difference between value and virtue.   [26:45] The danger zone and some tips on how to navigate it best, according to Mark.   [29:32] Mark's book recommendation and advice for advisors.   [32:13] Steve thanks Mark Shiller for sharing his wisdom, and closes this episode by reminding listeners to rate and subscribe.   If you enjoyed today's episode, you can subscribe to Let's Talk Family Enterprise on Spotify, Apple Podcasts, and other podcast apps. Please remember to share this episode with family, friends, and colleagues. Share your thoughts with us at fea@familyenterprise.ca.   Mentioned in this episode How to Not Ruin Your Kids with Money: Navigating the Challenges of Transitioning Wealth in Families, by Mark Shiller   How to Know a Person: The Art of Seeing Others Deeply and Being Deeply Seen, by David Brooks   More about Family Enterprise Canada Family Enterprise Canada FEC on Facebook FEC on Twitter FEC on LinkedIn

When a loved one passes away, most people assume everything must go through probate—but that's not always the case.In this episode, Ryan and Andrew break down what actually happens to financial accounts in a small probate case. They cover:Which accounts typically do go through small probateHow to avoid probate altogether with simple planningWhat to know about jointly owned accounts, PODs, and TODsReal-world examples of how families can save time, money, and stressWhy the size of the estate doesn't always match the complexityWhether you're helping a family member settle an estate or planning ahead for your own legacy, this episode offers clarity on an often confusing process.

Host Todd Marquardt talks about new Texas business laws on this bonus edition of Talk Law Radio. Marquardt Law Firm sponsors the show and is offering a business deficiencies checklist by emailing welcome@marquardtlawfirm.com include business checklist in the subject line. 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. #Texaslaw #business #businesslaw 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.

In this insightful episode of Talk Law Radio, listeners are guided through the complex intersection of caregiving, legal considerations, and personal legacy. The show opens with Shannon’s Instagram Encouraging Word, bringing hope and inspiration that frames a heartfelt discussion on the values essential to caregiving—compassion, patience, and faith. Host and guest Jeremy Farber, owner of Home Instead in Boerne and New Braunfels, share practical wisdom and industry insight on what sets quality caregiver services apart, highlighting the importance of empathy, professionalism, and innovation. Sponsored by Marquardt Law Firm, the episode emphasizes how a legal focus in elder and estate law is crucial for families navigating the responsibilities and challenges of caregiving. The episode is marked by a spirit of reflection, including a moment of prayer, encouraging listeners to consider both the practical and spiritual dimensions of supporting vulnerable loved ones. #TalkLawRadio #TexasLaw #LegalBlindSpots #EstatePlanning #WillsAndTrusts #TexasAttorney #LegalTips #FloodRelief #WrongfulDeath #TexasLawyer

Tune into our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure and Aged Expired niches! In today's episode of the All The Leads Mastermind podcast the panel hosted an open-mic discussion covering market shifts, prospecting strategies, and lead conversion best practices. Agents compared regional trends with some areas seeing price drops and short sales rising, others booming with new construction, and also shared tactics for finding motivated sellers through data sources like tax liens, abatements, and late mortgage leads. Bruce outlined his conversational approach to scripts, starting with a short framework, refining tone and body language, and internalizing key points for unscripted, natural delivery. Jim and Bruce stressed the impact of physical energy and micro-techniques that can be applied fluidly during calls. Tim shared early results from using AI for instant lead follow-up, improving connection rates by keeping responses lifelike and unscripted. The group discussed the ROI of probate marketing, with most conversions happening between months five and seven, and the importance of consistent, multi-channel outreach to build a long-term business pillar. Guest contributions from Bill, Kerry, and David highlighted the value of knowing your numbers, preparing pre-listing materials to win before you arrive, and approaching probate as a relationship-based niche with multiple transaction opportunities. Key Takeaways Knowing local market numbers, targeting urgent sellers, and tapping underused sources like tax liens and abatements. Update from older probate certifications to “Probate Mastery 2.0,” focusing on conversation skills over rigid scripts. Refining sales talks through body language, practicing short techniques, and adapting to different client scenarios. Using AI for instant lead contact while keeping conversations natural and unscripted. Probate lead ROI basics, cost per lead, conversion timelines, and building it as a long-term business pillar. #LeadGeneration #RealEstateLeads #AgentTraining #MarketTrends 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

Whether you live in California or elsewhere, understanding how a trust works can protect your assets, prevent costly probate, and ensure your wishes are honored. From successor trustees to buy-sell agreements for business owners, Jason and Alex share real-life stories — some tragic, some uplifting — that illustrate why planning ahead is critical. They explain:

This episode, we welcome back estate planning expert Nicole Cleland to discuss important topics such as how property passes after death, the rights of spouses and blended families, challenges minors face when inheriting, and the benefits of avoiding probate. Whether you're single, married, or navigating a complex family dynamic, this episode offers valuable insights to help you protect your legacy and plan effectively for the future.   Learn more about Nicole and Legacy Protection Lawyers Contact info: www.legacyprotectionlawyers.com Phone 727-471-5868   Helpful Information: PFG Website: https://www.pfgprivatewealth.com/ Contact: 813-286-7776 Email: info@pfgprivatewealth.com   Disclaimer: PFG Private Wealth Management, LLC is an SEC Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. The topics and information discussed during this podcast are not intended to provide tax or legal advice. Investments involve risk, and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed on this podcast. Past performance is not indicative of future performance. Insurance products and services are offered and sold through individually licensed and appointed insurance agents.     Marc: Time once again for another edition of Retirement Planning Redefined with John and Nick from PFG Private Wealth. And once again, we're going to continue our conversation with Nicole Cleland on estate planning. So really happy to have her back on this chat with us. And if you've got questions, need some help when it comes to the legal side of things, reach out to them at legacyprotectionlawyers.com. That's legacyprotectionlawyers.com. And of course, if you've got some questions on the financial side, reach out to John and Nick at pfgprivatewealth.com, pfgprivatewealth.com.   Nicole, welcome back in. Thanks for being here again.   Nicole Cleland: Thanks for having me again.   Marc: Lovely to talk with you. And John, my friend, thanks for being here as we continue this chat with Nicole. We covered a lot of stuff and I want to kind of circle back to a few pieces. We were talking about property, how it passes on death. Who should inherit your assets? I think that's kind of maybe a big question for people in general.   Nicole Cleland: So this is what we call testamentary intent, meaning you can leave your assets to whomever you want. There is no restriction or requirement on who takes from your estate. However, most states, Florida included, has a law that says if you are married, you cannot disinherit your spouse. And sort of the philosophy behind that is if you had, back in the old days, husbands were the breadwinners, wife stayed homemaker. And if husband wanted to leave assets to someone else, his children, a mistress, something like that, the law would not allow you to disinherit that spouse. And that's sole control.   So the law presumes that spouses are meant to be taken care of and you cannot leave your spouse less than a certain percent. In Florida, that percent is 30%. So although you can disinherit the rotten children, you can't disinherit the spouse.   Marc: Okay. I like that.   John: So I'd also say this becomes very important when you have blended families. I'll say that.   Nicole Cleland: Absolutely.   John: Working with clients where it's second marriage, kids. This becomes a very important topic that I think most people I'll say that haven't gone through an estate plan or just haven't made that decision yet to go through it, have no idea this even exists. And also I've even talked to some pretty savvy attorneys that I've talked to and I mention it, like, "What are you talking about?" And they look it up and they're like, "I had no idea."   Nicole Cleland: Yeah, it's one of those things that a lot of people don't realize because again, circling back to that testamentary intent, you should be able to leave your assets to whomever you want, but the law's not going to say that for a spouse. And you're right on the money there, John, with the blended family situation.   And I usually try to even say it's not always that later-in-life marriage couple. So if you've got a husband and wife that get married later in life, they both have children from prior relationships, we usually find that they honor that testamentary intent, meaning, all right, husband, whenever you pass, you can leave your money to your children and then I'm going to leave my money to my children. We don't need to leave anything for each other. We're getting married later in life. We've built our wealth so we don't need to support each other.   But what ends up happening is if my husband passed away and I'm still alive, I might be older and a little bit more vulnerable. And usually I find that it's the kids of the surviving spouse that end up saying, "No, mom, you're entitled to that elective share. You're entitled to that 30%. You need to pursue it." And it's usually the children of that surviving spouse in that blended marriage that end up trying to push for things that that married couple really had no intent to do.   Marc: Is it easier or more complicated for folks on a... I guess if you've never had children and just you're single or whatever, do people feel like, "Well, I don't need any of this stuff because it's just me"? But you still have to leave your stuff somewhere, right?   Nicole Cleland: Right. No, and I think it's where whether you're single, whether you're married, like I mentioned on our last podcast, I made a comment that everyone has an estate plan, you just may not know what it is.   Marc: Right.   Nicole Cleland: So a lot of people where let's say you have a young person who's working out in Silicon Valley, they graduated from an Ivy League school, they're making a ton of money out there, and they were raised by their mom but have no relationship with their father. In that instance, if that single individual passes away, not married, no children, their money's not going to go to the mom that raised them single-handedly. It's going to go 50/50. And I see that. I see those instances where you have money going to estranged family members, family members you had no relationship with because you just did not know what the law was going to presume you wanted.   Marc: Yeah, that makes a lot of sense. And it gets really interesting because it's more complex than I think people realize, but yet it's also something simple to handle. You just need to get it done. And that's where making sure that you're checking off beneficiaries and all those things come into play as well.   John: And I'll jump in here. Just I'd say that the biggest thing I think doing estate plan, and I'll say guilty where I didn't officially do one until my daughter, my first daughter was two, it was just kind of peace of mind that it was done. Because it was always kind of lingering there like, "Hey, you got to get this done." And finally when I did it was just like, "Hey, I'm good." And then we make updates to it. But it was a relief to get it done and know that my wishes would be taken care of if something happened to me and Jenny.   Nicole Cleland: And I think that type of planning is very important for younger couples that do have children. You can name who you would want to have what I call custodial care for your child, who your children would live with if something happened to you and your spouse. But that also doesn't mean that has to be the same person that's managing the money. So you might have one person that decides whether your child goes to public or private school, whether they go to church or not, but then you can have someone else be the one to manage the checkbook, so to speak.   But the other thing that's wrecking havoc on our world a little bit is ancestry.com, believe it or not. We're having children that no one knew existed come to the forefront. So that's where planning could be even more important is you might have biological children that you did not know about.   John: So I got to ask, I know this isn't a topic we were going to discuss, but how often is that happening and do those surprise kids, let's call it, have any rights?   Nicole Cleland: Great question. So I've had it come up once, and it was in the context of what we call an intestate estate. So there are two different types of probates in the sense of who are your beneficiaries, meaning an intestate estate is a probate administration where the decedent had no will. So the law declares who your beneficiaries are, who your heirs are. A testate estate is a probate administration where you have a will. And so your will that you've created dictates the beneficiaries under your estate administration.   Most wills, at least I will say most good wills define who your children are. So for example, if I was creating a will for someone, I would say, "Okay, your children are A, B, and C. and for purposes of this document we're limiting your descendants or your children to those three kids."   Now, with an intestate estate, the one that I'm speaking of that we had happen is the family sort of was suspicious of this individual being a descendant. And after a paternity test, it was deemed true. But that didn't come to fruition until after the person had passed and the parent of this minor wanted to stake a claim in the estate. And they were successful because they were a biological child, even though there was no relationship at all, the child did not know the other family members. But they were an equal child to all the other children, even though they're technically half sibling. But it was a direct child of the decedent.   Marc: Wow. Yeah, it gets a little sticky there. So we tend to think about that with celebrities or something like that. But I guess, yeah, it can happen anywhere.   Nicole Cleland: Yeah, it really can. And it's not fun to manage because now as the attorney, I'm having to really make sure my clients understand, my executors or my personal representatives, I have to ask them, "Are you sure these are the only children of the decedent?"   Marc: I'm sure you get, "What kind of question is that?"   Nicole Cleland: Correct. Yeah, it's not a fun one, but it's something that I have to say, really make sure we've got the right heirs here.   Marc: Yeah, that certainly, it was a great question by John. I didn't even think about that, kind of kids coming out of nowhere. And maybe this is one reason, Nicole, why people want to avoid probate amongst other reasons, right? Because if you're going to a trust or something like that, you have more privacy, correct? Where probate is out in the open.   Nicole Cleland: That's correct. So trust administrations are typically private, meaning we don't file the trust anywhere. We don't have any sort of public record of the administration process. But probate is the opposite. We have to deposit your will with the court. The probate administration is all public record. So whenever you have a probate proceeding, we talked in our last session about how long it can take. I'm saying now the average is about 12 to 18 months. And a lot of that is, I think directly dependent on your fiduciary, your personal representative that you have serving in that role. Some of it is the court, but a lot of it is that person that you have named.   But a lot of people tend to shy away from probate administrations, not because it's necessarily public and not so much because of the delay, but the cost. The cost for probate proceedings here in Florida are statutory, which means there is a Florida statute dictating the schedule on what is deemed a reasonable fee for not just your personal representative but the lawyer.   And in Florida, 3% of the probate estate is deemed reasonable. So if you've got a million dollar investment account that needs to go through probate, and it could just be the one account, what would be presumed a reasonable fee under Florida law would be 3%, 3% for the lawyer and 3% for your personal representative. So just right there, you've got 6% coming from that million dollar account, $60,000 for a probate administration. So the cost can add up fairly quickly, especially the bigger and the more complex the size of the estate.   John: Yeah. And I'll add to that just kind of personal experience. You don't know what you don't know. And I'll tell you that even though I'm somewhat in the industry, not an attorney, there's a lot of questions that I'm having for helping my wife be the executor of her father's estate. And it's like, "Hey, what about this?" So we're emailing the probate attorney quite a bit of just, "Hey, what about this scenario? What about this?" And there's a lot of nuances that I think the average person just is not aware of.   Nicole Cleland: Absolutely. I think for most administrations, we always joke here in the estate planning world in the administration side is there's no easy probate. There's something new in every single probate administration that you have just because the family dynamic could be different, the type of asset that could be different. You could have what I would deem a very easy probate where the only thing we have to transfer title to is maybe the house. But let's say the house isn't selling. Let's say the mortgage is worth more than the house, or there's a special assessment on the condo or one of the beneficiaries doesn't want to consent to the sale. Something, anything can just come up at any time with a probate administration that can turn what I would deem an easy probate into a very, very complicated one.   And like John said, you don't know what you don't know, and sometimes you can't envision or foresee what's going to happen at the end of the probate proceeding. But surprises do often come along. And that's where I think sometimes experience can really matter in terms of the type of attorney that you pick because they're going to have experience dealing with this type of issue, this type of condo that's being sold or this type of family dynamic that's occurring or something like that.   John: Nicole, how about something that comes up a lot with I would say Nick and I is minors. Minors that potentially could or have inherited money that maybe they were listed on a beneficiary account and the person didn't know the rules in Florida with minors inheriting money. How does that work?   Nicole Cleland: Yeah, that is just not great planning, frankly. I think a lot of people who maybe don't have a lot of wealth or have young children, they name their minor children as a default, and it becomes really sticky very quickly. And even in the best of scenarios where let's say you've named your minor as the beneficiary on an account, and let's say we have to do a guardianship for that child because minors can't manage over a certain dollar amount, or let's say you even have a custodial account, even if all of those get teed up perfectly, at the end of the day when those minors inherit the money, they're 18 years old or 21 years old, or even 25 years old. And I don't know about you, but I don't see a lot of financially savvy or financially prudent 18-year-olds or 21-year-olds.   So it ends up being where even in best of scenarios, without proper planning for young kids, it's really hard for someone in their early twenties to inherit any type of money, not just a significant amount.   John: Yeah, I'd say one thing we come across when we're doing initial consults, we'll do reviews of beneficiaries and we'll see minors as contingents. And that's where, going back to who needs an estate plan or why, I think people really need to take a look at that with kids.   Nicole Cleland: They really do. Because that's the one where, again, even if we're able to do the guardianship for that minor or a custodial account or something, it just doesn't work well when you have a young person inheriting.   I've had a minor, no, actually take that back, they were an adult, inherit a life insurance policy, and I think they were 21, what the law presumes financially mature enough to inherit money. And this 21-year-old spent over half a million dollars in life insurance in a year.   Marc: Wow.   Nicole Cleland: And they had nothing to show for it at the end of that year, nothing. It was you almost felt guilty asking them what did you even spend that money on? Because they're just so young. And it wasn't necessarily their fault in the sense that that was not the planning that should have been put in place for that person.   Marc: Yeah, their sneaker collection was amazing.   Nicole Cleland: Yeah, I couldn't even say that. There was no collection to speak of.   Marc: Oh, geez.   Nicole Cleland: I have no idea where the money went.   Marc: Really? Oh, no. Well, that's terrible. That's the importance, right? That's the importance of, and that's a great way to wrap up this episode, Nicole, the importance of planning for the individual, for the situation, just it's paramount. Right?   So get onto the calendar, have a conversation. If you need some help, reach out to Nicole and the team at legacyprotectionlawyers.com, that's legacyprotectionlawyers.com, or call them at 727-471-5868. That's 727-471-5868 to have a conversation about your situation. And of course, as always, don't forget to subscribe to the podcast, Retirement Planning Redefined with John and Nick. You can find that on Apple or Spotify. And of course, if you need to make it easy, just go to their website and get some time with them as well, pfgprivatewealth.com. That is pfgprivateweath.com.   Nicole, what does it look like if people want to reach out to you and the firm?   Nicole Cleland: We would love for clients to reach out and ask to meet with one of our attorneys to get a little bit more of a specific recommendation as to their family and their situation. Everyone is different. There's no cookie-cutter approach to planning, and it's important that people talk to an attorney or a professional that can be a little bit more custom approach to their type of plan. So they can give us a call and we can offer a complimentary consultation to kind of go over that in more detail with them.   Marc: All right, there you go. So thanks so much for listening to the podcast. We appreciate it. Again, reach out to them at legacyprotectionlawyers.com. That's legacyprotectionlawyers.com. And thanks for tuning in to Retirement Planning Redefined with John and Nick.  

In this episode, we pick up where we left off—diving into the second half of the top ten estate planning mistakes people make and how to avoid them. Trusts are where we pick up the conversation, and we emphasize that they are tools, not one-size-fits-all solutions. Using the wrong trust, or one that isn't necessary, can actually create more problems than it solves. We stress the importance of intentionality—choosing the right tool for the right issue, and understanding the specific goals and laws relevant to each person's situation, especially given varying state estate tax thresholds like Oregon's low $1 million.From there, we explore how conflicting or vague instructions can derail even well-meaning plans. When wills, trusts, and beneficiary designations don't align, chaos can follow. “Fairly” and “equally” may seem interchangeable, but they're not, and those subtle differences can lead to confusion, resentment, or even legal battles. We also caution against naming just one child with the “plan” that they'll distribute assets informally—that's a recipe for tax issues and strained family dynamics.Ignoring taxes is another frequent oversight. Many people don't realize how estate planning decisions can trigger income, capital gains, or estate taxes. Planning won't erase taxes, but it can eliminate nasty surprises. We revisit digital assets too—crypto, photo storage, password managers—emphasizing that if no one can access them, they may as well not exist. These assets require thoughtful handling, not just from a distribution standpoint, but also accessibility.Finally, we tackle the often-overlooked issue of naming the wrong fiduciary. This isn't an honorary role—it's a job. Too often people pick fiduciaries based on birth order, guilt, or assumptions rather than capability and willingness. We share stories illustrating how the wrong choice can create unnecessary complications, and how the right person isn't always the obvious one.  Jag shares how he's not at all upset that his brother is in charge of their parents' estate.To wrap, we recap all ten estate planning pitfalls discussed across both episodes and remind listeners to align legal documents, assets, and intent—while working with professionals who know how to navigate the complexity. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

Tune into our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure and Aged Expired niches! In today's episode of the All The Leads Mastermind podcast the panel explored how to build a strong business pillar around divorce leads by approaching them with neutrality, structure, and empathy. Tim led a case study walkthrough from first contact to closing, highlighting the emotional complexity of divorce compared to probate, and stressing that a single misstep can end the opportunity. The team emphasized the importance of clear, consistent communication with both spouses and attorneys, setting expectations early, and avoiding emotionally charged language. Bruce and Jim discussed how to use data, not emotion, when guiding clients through listing decisions, while Alyssa introduced a new downloadable divorce toolkit including checklists, scripts, and marketing templates. Bill Bird shared how staying neutral helped him earn listings and post-sale business from both divorcing spouses, and how net sheets became a key tool for diffusing tension and moving deals forward. The episode wrapped with reminders to lean on professionals for mediation when needed, focus on life-event nurturing, and always lead with value. With divorce rates rising, the panel encouraged agents to seize this opportunity and position themselves as the steady, trusted guide during turbulent transitions. Key Takeaways Stay neutral and avoid taking sides to maintain trust with both spouses. Set clear expectations early around timelines, communication, and decisions. Use data like net sheets and comps to guide conversations, not emotion. Be mindful of emotionally sensitive dates and keep both parties informed. Build relationships with divorce attorneys for long-term referrals. Use the provided toolkit (scripts, checklists, templates) to stay organized. One divorce lead can result in multiple deals when helping both spouses relocate. #DivorceLeads #RealEstateMarketing #LeadGeneration #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

In this episode of the Real Estate Pros podcast, host Kristen Knapp speaks with Evan Wagley, a realtor in San Diego. They discuss Evan's journey into real estate, the importance of mindset, and the significance of building strong client relationships. Evan shares his experiences in the real estate market, particularly focusing on his specialty in inheritance and probate sales, and how he finds fulfillment in helping clients navigate these challenging situations. 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   —--------------------

You're doing your best to build your probate real estate business, but deep down, something still feels off.You've done the research. You've skimmed some of these coaching calls. You know more than enough to get started.But when it's time to actually *put it all together…*make the calls, say the right words, stay consistent…it feels like you're stuck in the noise.It's not a lack of information.It's the list of to-dos piling up.The distractions.The pressure of doing this part-time while juggling everything else.And suddenly, even with everything in front of you… It still feels hard to move.Not because you're not capable, but because you need a structure you can return to.In this behind-the-scenes Q&A-style podcast, Bruce Hil, together with industry experts in the EPM community, such as Bill Gross and Matthew, walks through how real estate agents and investors can stop overthinking and start executing. This is practical, unfiltered advice from people who've built probate businesses from the ground up.

In this episode, we connect with Selena Sing, the president of Paralegal Activity, LLC, to discuss how she provides top-tier virtual paralegal support to attorneys across all fields of practice. Since starting her career at the public defender's office in Orange County, Florida, Selena honed her practice working in various areas of civil litigation and business until she launched her virtual paralegal service in 2020.  From client management and document drafting to case analytics, Paralegal Activity, LLC isn't just pushing paper – they're figuring out how to achieve goals on behalf of their clients… This discussion outlines: What virtual paralegal services are, and what makes them so valuable.  How Selena's company enhances the efficiency of law firms across Florida.  Paralegal Activity's most in-demand service. How to determine whether or not a law firm is functioning optimally. The most repetitive issues that exist within the legal field. Ready to learn how Paralegal Activity, LLC does all the legal legwork and document preparation to help attorneys expand their client base and grow their firm? Could virtual paralegals be the future of remote legal services for individuals? Hit play to decide for yourself! Ready to connect with a paralegal directly and put these services to the test? Click here or send an email to paralegalactivityllc@gmail.com now!

Tune into our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure and Aged Expired niches! In today's episode of the All The Leads Mastermind podcast the discussion focused on how to strategically prioritize probate leads, build meaningful attorney relationships, and turn objections into future opportunities. Bruce emphasized the value of segmenting lead lists by geography and timeline to focus on the most motivated prospects, while Jim and Tim reminded agents to avoid analysis paralysis and take fast, consistent action. Cam shared how offering mediation services and legal education has helped him build lasting attorney referral pipelines, and Bill outlined tactics for navigating gatekeepers and leading with value when pursuing legal partnerships. The panel also explored how to handle common objections like “we've got it handled” or “we're not ready,” with Bruce showing how thoughtful follow-up can uncover hidden needs over time. The conversation wrapped with tips on voicemail sequencing, CRM follow-up, and revisiting older leads to capture late-stage conversions, reinforcing that long-term success in probate comes from showing up consistently with empathy, clarity, and a service-first mindset.Key Takeaways Lead prioritization strategies, including segmenting by distance and probate timeline to focus on high-converting prospects Taking fast action on new leads instead of over-researching or waiting for the “perfect” moment Building referral pipelines with attorneys through consistent follow-up and value-added services like mediation and education Navigating attorney gatekeepers and crafting pitches that focus on helping families close estates efficiently Overcoming common objections like “we have it handled” by reframing and positioning for future follow-up Using CRMs and voicemail sequencing to streamline outreach while keeping communication personalized Revisiting old leads and staying top-of-mind through consistent, empathetic touchpoints over time #ProbateRealEstate #LeadFollowUp #RealEstateProspecting #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

Hey Note Investors! Scott Carson here, and I'm fired up about today's episode. We're diving deep into the world of probate leads—a niche that's been a secret weapon for savvy investors, and it's finally getting some well-deserved attention! Forget those tired old foreclosure lists; we're talking about a treasure trove of opportunities most investors are completely overlooking.Our special guest is Micah Nicholes, the head honcho over at US Leads List. Micah is not just an investor himself—he's built a thriving business solely around connecting investors with probate leads. Get ready for some serious insight into a strategy that could significantly increase your deal flow and boost your bottom line!What We Covered:Understanding Probate Leads: We debunked the mystery surrounding probate leads. It's much simpler than you think—finding properties owned by recently deceased individuals before they even hit the probate court. This means getting a head start on the competition!The Four Main Probate Lead Categories: Micah broke down probate leads into four key categories: pre-probate, surviving spouses, trusts, and inter-family transfers. Each category presents unique opportunities and allows you to tailor your approach.Pre-Probate Strategy: This is where the real magic happens! We discussed Micah's proven method of identifying probate leads before they enter the public record, giving you a massive leg up on other investors. It involves combining multiple data sources and sophisticated analysis - pure gold!Marketing to Probate Leads with Empathy and Sensitivity: This isn't just about finding deals; it's about working with grieving families during a challenging time. Micah shared his approach to connecting with families sensitively and ethically, making the most of each opportunity.The Importance of Consistent Follow-up: No matter how amazing your strategy is, you'll only succeed if you relentlessly follow up. Micah shared his process of reaching out to potential sellers with various methods and emphasized the power of consistently working the leads.Micah's Journey:This wasn't an overnight success! Micah started by purchasing a mostly paper-based probate lead business. He took this business from a quaint, traditional operation to a streamlined digital powerhouse. This transition allowed for much better data, more accurate information, and vastly improved efficiency, letting his clients target the hottest leads effectively. His story is a testament to how the right approach and technology can take a business to the next level.Wisconsin vs. Texas:We also had a fun conversation about the difference between the Wisconsin and Texas real estate markets. Turns out, they are worlds apart—Wisconsin has seasonal fluctuations and occasional unexpected challenges like frozen pipes! But with great challenges, come great opportunities!More Than Just Leads:US Leads List isn't just providing leads; they are providing a comprehensive service with added value. They offer skip tracing at an incredible price. This not only accelerates the process but also ensures that Micah's clients have accurate information and can effectively work potential deals.Listen in on this incredible episode! The secrets to succeeding in this niche are waiting to be unlocked. You might just find your next big win!Don't forget to check out Micah's website to find out what number of probate leads are available in your favorite counties to invest in.Sign Up For Your Probate Leads HERE!Watch the original VIDEO HERE!Love the show? Subscribe, rate, review, and share!Here's How »Join Note Night in America community today:WeCloseNotes.comScott Carson FacebookScott Carson TwitterScott Carson LinkedInNote Night in America YouTubeNote Night in America VimeoScott Carson InstagramWe Close Notes Pinterest

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.

Want to know how to get probate listings without sounding pushy or salesy? In this episode, we dive into the strategy that helped one agent make probate listings 50 percent of his business.If you're a real estate agent looking to grow your real estate listings with motivated sellers who aren't on Zillow, this approach changes everything. You'll learn exactly what to say, how to handle tough objections, and how to turn complex probate property cases into closed deals — even when sellers say they "just want a cash offer."✅ Discover the mindset shift that separates top agents from average ones✅ Hear the exact probate leads script that builds trust fast✅ Why understanding the process matters more than pushing a listing✅ How probate real estate made this agent sharper, more confident, and in-demand✅ What most agents get wrong about real estate prospectingThis isn't a course or a pitch — it's a real story with real lessons. If you've ever felt stuck working probate leads or afraid to reach out during emotional situations, this will give you clarity and confidence.By the end, you'll understand not just how to get probate listings, but how to become the kind of agent that clients trust more than their own attorney. If you're exploring probate training, or expanding into wholesaling real estate, this episode is a must-watch.

Ted Sutton specializes in Business Law, specifically business formation and maintenance of corporations and LLCs for primarily entrepreneurs, real estate investors and digital asset investors. #crypto #blockchain #digitalinvestors================All Episodes can be found at www.thecryptopodcast.org All about Roy / Brain Gym & Virtual Assistants athttps://roycoughlan.com/------------------About my Guest Ted Sutton:TED SUTTON (Reno, Nevada) is a Junior Partner and Asset Protection Attorney at Corporate Direct, working with his father, Garrett. Ted delivers high-value legal solutions primarily to entrepreneurs, real estate investors and digital asset investors in all 50 states. Ted specializes in Business Law, specifically business formation and maintenance of corporations and LLCs for primarily entrepreneurs, real estate investors and digital asset investors. To go above and beyond, Ted combines regulatory compliance precision with a commitment to personalized, value-driven client service. His goal is to help clients strategically set up corporate entities and asset protections from the beginning so you are never held personally liable when conducting business. To help business owners and fellow asset protection attorneys, Ted helped spearhead the new “Corporate Transparency Act” that requires companies to report information to the federal government. Ted's work has been in Forbes and on many top podcasts.What we Discussed: 00:30 Who is Ted Sutton01:30 How did he change professions to get into his Dad's Business02:50 How do they Navigate personal relationships outside the work.04:00 How they achieved a Massive YouTube Channel05:50 Its not easy when you take over a YouTube Channel06:30 His Blockchain Journey and how he brought the service into the company07:30 Why you Should put your digital assets into a LLC09:50 You can be Personally Liable as the President in a Polish Company10:15 The Process for Putting your Crypto into the LLC11:45 When is the Franchise Fee for a LLC12:45 Personaly Liable for Setting up a DAO 13:35 Inheritance Planning with a Trust16:10 Probate can take over 1 year16:50 How to Create different Trusts19:00 You still need to pay taxes in a Trust20:35 Do they Cater for Foreigners setting up an LLC22:22 Corporate Transparency Act24:44 Crypto Regulation25:25 Exchanges for an LLC27:00 Why you should have your assets in an LLC27:50 C & S Corp TaxHow to Contact Ted Sutton https://www.corporatedirect.com/https://www.youtube.com/@CorporateDirectInchttps://x.com/GarrettSutton------------------All about Roy / Brain Gym & Virtual Assistants at ⁠https://roycoughlan.com/⁠___________________