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To kick off the mini summer series our host, Al Nicoletti is sharing on everything Probate! Al will be covering tips for investors getting into the probate market, how to mitigate risk, what often gets overlooked, and where the Florida market is headed.Tune in to learn more about the current state of the real estate market, discover new trends, and learn tips and tricks from the biggest names in the industry!FACEBOOK: facebook.com/flattorneynicolettiINSTAGRAM: instagram.com/attorneynicolettiYOUTUBE: Al Nicoletti - YouTubeLINKEDIN: linkedin.com/in/attorneynicolettiWEBSITE: ...
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 team delivered a structured presentation on how to ethically and effectively work with late mortgage leads (homeowners who are behind on payments but not yet in foreclosure). Tim began by explaining the scale of this growing issue and how All The Leads has expanded its offerings beyond probate to include late mortgage, divorce, aged expired, and pre-probate leads. Coach Bill led with an emotional perspective, sharing his own past experience of losing multiple homes and underscoring the importance of empathy, gentle outreach, and avoiding alarmist language. Coach Bruce focused on having consultative conversations, asking about a homeowner's goals before presenting tailored solutions like cash offers, listing, refinancing, or short sales and emphasized building curiosity and trust early on. Coach Steve broke down creative strategies including subject-to financing, leasebacks, and delayed cash sales, highlighting how these can provide flexible, ethical exits for sellers when structured properly. Coach Aline closed the main presentation by identifying red flags and stressing the importance of listening, educating families, and protecting vulnerable homeowners from predatory offers, particularly elderly sellers. The team also promoted a limited-time offer to access late mortgage leads and tools via alltheleads.com/offer536, and encouraged attendees to reach out to support for a copy of the slide deck. The episode wrapped with a reminder to implement at least one idea from the discussion and return next week to share progress.
If you've ever wondered how to talk to probate leads without sounding pushy or lost, this episode shows exactly what to say. Learn how this agent went from unsure and uncomfortable to confident, consistent, and closing. From scripting to follow-up, he now gets listings because he knows how to talk to probate leads with clarity and purpose.You'll also learn:✅ The truth about real estate probate lead conversion✅ A simple shift that helped him get real estate listings from probate✅ What top agents say to stand out in cold calling conversations✅ The value of real real estate cold calling scripts that actually land appointments✅ How to get probate listings without sounding like a salesperson✅ Why this probate podcast conversation could shift how you approach leads✅ The difference between “trying” and using a script that worksIf you want more listings and less uncertainty, listen how this plays out — it's not theory. It's tactical, intentional, and used by real producers.
Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
Tired of cold calling probate leads and getting ghosted?If you're a realtor or investor trying to break through probate conversations, don't miss this episodeIn this group coaching session, Bruce Hill and the EPM community unpack what matters in probate marketing:✨ Less friction.⏱ Timing matters.
Shanta has an authentic talk with Authors Pam Baker & Cameron Zabko, about probate, wills, estate planning and the emotional and mental support needs to prepare for a loved one passing on.Pam & Cameron Authored a book titled: Where's The Keys To The Safe; HOW TO AVOID PROBATE PITFALLS and MAXIMIZE FAMILY FINANCESPam, Before stepping into her new role, Pam spent years leading philanthropic efforts. When two of her children werediagnosed with cystic fibrosis, she and Jon rallied friends and family to help raise millions for the Cystic FibrosisFoundation. She's a natural problem solver, a relentless optimist, and someone who believes in bringing peopletogether to support one another through life's hardest moments.Cameron, As a CFP® professional with a bachelor of business administration in finance from the University of Georgia's TerryCollege of Business, Cameron has spent years helping families and business owners create estate and financialplans, manage wealth, and prepare for the unexpected. His insights have been featured in NerdWallet and industryperiodicals, and he has advised clients through complex financial situations, including business successionplanning, multigenerational wealth transfers, and high–net worth estate strategies. Before founding WesthollowWealth, he played a key role at a leading wealth management firm, where he guided over 100 clients through criticalfinancial decisions and helped facilitate the transition and sale of his uncle's firm after his passing.Contact:Facebook: pam.r.baker.5Website: lastinglegacyconsulting.comLinkedIn: czabkoApple Podcasts | Spotify | Google Podcasts | Spreaker | Castbox and more. Connect with the host:Instagram: @AuthenticTalks2.0 Email: AuthenticShanta@gmail.com Website: www.AuthenticTalks2.com Facebook: AuthenticTalks2 Become a supporter of this podcast: https://www.spreaker.com/podcast/authentic-talks-2-0-with-shanta--4116672/support.
Sinead Ryan is a print and broadcast journalist for more than 20 years writing on consumer, property and personal finance matters for the Irish Independent. Sinead presents ‘The Home Show' on Newstalk on Saturday mornings. Originally trained as a financial advisor she worked in the insurance sector for many years. In 2009 Sinead set up a not-for-profit organisation teaching teenagers about budgeting and personal finance. Her book, co-written with Frank Conway, ‘Cents and Sensibility', was published in 2010. Sinead was appointed to the Pensions Council, a Government Advisory Board in January 2015 and to the Probate & Conveyancing Expert Group of the Department of Housing in 2023
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 focus was on helping new and seasoned agents navigate the probate process with confidence by providing value-first outreach and building long-term rapport. Bruce broke down how to identify real estate opportunities in probate data and why leading with service, rather than jumping straight to listing conversations, builds better conversion rates over time. He walked through how to approach calls with empathy, position yourself as a local probate expert, and transition naturally into real estate discussions. Robert and Corey asked key questions around list segmentation, working older leads, and whether to contact attorneys which sparked a broader conversation on how to prioritize outreach and tailor your message. The panel emphasized layering phone calls with direct mail and a strong online presence, recommending that letters go out first to warm up future conversations. For newer members, the group shared tips on reading lead data, setting mail cadence, and building credibility from day one. The episode wrapped with a deep dive into marketing strategy, including using probate-focused websites, retargeting, and long-tail keywords to drive traffic. Coaches also discussed offering services like cleanouts, locksmiths, and probate advances to distinguish yourself as a true concierge and not just another agent. Whether you're just getting started or scaling up, the key message was clear: bring real value, play the long game, and let trust lead the way to consistent deals.
Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
Caller ID for real estate investors, cold calling probate leads, name vs business caller ID, real estate marketing, probate prospecting tips
Andy dealt with court. Dan had a bachelor party. Tyler walked out of a Primus concert. All our guests have tv credits. try not 2 cum.
So You Just Inherited A Home... ...Which can be sad, exciting, and difficult all at the same time In most cases there is a will, which makes known to all, the wishes of the deceased a decision maker called The Executor, is named in the document a process that is called probate, which is handled by an attorney ensures that the will is legitimate and settles any/all claims to the estate for those that have considered, or in the process of their estate planning it can be a daunting task to say the least the idea behind the process is to have an orderly distribution of assets to the heirs of the estate that allows a clear and simple path to its completion the process includes listing all of the assets, as well as any debts the names, numbers, contact information, and account numbers should be included if there is a home that is owned, then all of the maintenance vendors would be important if there are pets, then the information for the vet, and their records would be beneficial to whoever would care for them - and hopefully there is someone to take them in the most difficult task may be figuring out who gets all of the household possessions as it is not practical to have a list of every item that a person possesses and if there are multiple heirs involved trying to sort things out they may not all move at the same pace in fact its quite normal to see some heirs move faster than the others and there will likely be some very trying moments along the way and thats if everything goes somewhat smoothly its unfortunate, but there are times when there is diagreement on many levels which can lead to family strife, or even worse, dissension the fact that the process can be quite lengthy only adds to the stress involved and keep in mind that there are times when there isn't a will and there is little if any guidance on how to distribute things as time passes, we often find that the number one thing for most heirs changes from the actual inheritance of possessions to the eventual completion of the probate process and the closure that provides an opportunity to move on whether it is to finally fully grieve, or to celebrate those that have passed on todays show discusses a number of ways to navigate the process
Struggling with probate real estate objections? In this episode, you'll learn exactly how to respond when sellers push back, so you can handle probate real estate objections like a pro without sounding pushy or salesy.Aaron Novello breaks down the most common probate objections, including “We're waiting on the attorney” and “A family member won't leave,” and shows you how to guide the conversation with confidence and clarity.Whether you're new to probate real estate conversations or just want to level up your response game, this episode walks you through the mindset, language, and approach top agents use to overcome probate objections and move the deal forward.✅ Learn what to say when the seller says “We're not sure what we're doing yet”✅ Understand how to approach real estate objections and rebuttals probate style✅ Stop freezing and start using probate real estate scripts that create movement✅ Avoid the mistake of treating conditions like objections✅ Build confidence in how to talk to probate sellers during emotionally sensitive deals✅ Get a clear example of how to add value even before the seller is ready to list✅ Perfect for agents seeking real estate probate training that actually works✅ Hear exactly what to say to probate leads in those “what now?” momentsThis isn't about slick sales lines—it's about becoming the trusted guide families need during probate.
On this episode: Don’t be Bad Santa when sending money and assets to your children. The upside and downside of living into your 90s. A down stock market isn’t your only enemy in retirement. 4 trillion dollars are in these funds in 401(k)s and maybe they shouldn’t be. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.
Having an estate plan is very important. It ensures not only that your legacy is protected, but that you've planned for disruptions in your health and well being while you're alive. It's part of making sure that you are prepared for life's challenges (and the ultimate end of your life). But how you draft and prepare that plan can make a difference in avoiding problems when those documents are needed, especially your will. To tell us about how to avoid probate nightmares I talked with Certified Financial Planner Cameron Zabko on what you should do. In this episode you will learn about: - Challenges Facing Surviving Spouses - The "Widow's Tax" - Probate Pitfalls to Avoid - Not to Miss Estate Planning Tips - The Importance of Succession Planning for Your Small Business
Tune into our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure and Aged Expired niches!In today's episode of the All The Leads Mastermind podcast, the conversation focused on creating long-term success in probate real estate by building systems, setting realistic expectations, and leveraging multi-channel outreach. The panel explored how to shift your mindset from short-term wins to building a predictable business model—emphasizing that probate is a long game that often converts after 6 to 12 months. Bill shared his strategy of weekly mailing campaigns and personalized follow-ups that continue producing deals months later, while Bruce broke down how to turn common objections like “we have an attorney” into deeper conversations and future opportunities. New agent Melinda received tactical advice on overcoming DNC roadblocks, refining her call scripts, and segmenting lead lists for smarter follow-up. Patty and Michelle sparked a lively discussion on when to use virtual assistants versus handling calls personally, especially when building rapport with families in distress. The team also highlighted the opportunity with late mortgage leads, with tips on approaching these homeowners with empathy, avoiding “trigger words,” and connecting them to investors and creative solutions before foreclosure strikes. The episode wrapped with a discussion on mailing cadence, long-term drip campaigns, and why combining phone, print, and digital touches is key to winning trust and staying top-of-mind in any market.
Real Estate Expert & Best-Selling Author, Gerald Lucas reveals an easy way for homeowners to avoid probate when their property is transferred.
Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
In this episode of The Estate Professionals Mastermind Podcast, we discussed probate real estate investing and creative financing strategies that will help you close more deals, faster, and smarter.
Texas land in probate or under legal stress can be sold faster when a private acquisition firm navigates the red tape, providing owners with a fair cash outcome and relieving complex burdens. Go to https://landavion.com/ for more information. Land Avion, LLC City: Las Cruces Address: 2521 North Main Street Website: https://landavion.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 spotlight was on how to unlock referral goldmines by building strong relationships with probate and family law attorneys. The panel shared real-world tactics—from gift-giving to gatekeeper rapport—for breaking through and winning attorney referrals without needing to offer leads in return. Aline detailed how a short attorney meeting turned into multiple referrals, while Cam explained how social media, door-knocking, and TikTok helped him become a trusted probate resource. The team also discussed packaging your services into a three-part value proposition, the power of paralegals as allies, and how attorney testimonials can elevate your credibility. The episode wrapped with advice on navigating delayed title issues, the rise in late mortgage leads, and how to take action on motivated seller opportunities before they hit the market.
When someone passes away, their estate typically goes through one of two processes: probate or trust administration. These options appeal to different people for different reasons—and misinformation is common—so we receive many questions, especially on probate. Join Jeff as he explains the process of probate administration in Pennsylvania. It's important to understand whether you're an executor, a beneficiary, or someone planning for their family's future. WHAT YOU NEED TO KNOW (00:00) Episode introduction. (03:15) Probate is the legal process for distributing assets that are not jointly owned or attached to a beneficiary. (04:33) Powers of attorney become invalid at the time of death. (05:54) In Pennsylvania (PA), probate and trust administration are very similar. For probate, an executor is sworn in. (06:37) To be sworn in, the personal representative provides their law firm (or the Register of Wills) with the death certificate and the original will. (07:56) The executor is liable for ensuring that probate is handled correctly, so many people use a law firm. (09:09) The law firm provides notices to heirs and creditors and determines date-of-death values for all assets. (10:17) Making a tax prepayment within three months after death results in a 5% discount on the inheritance taxes owed. The inheritance tax return must be filed within nine months of death, but an extension, with interest, is possible. (12:27) A partial distribution can be made. Final distributions require the signing of receipts and releases. (14:46) A fiduciary return must be filed if there were gains in an estate account. (18:15) Most institutions will not allow testamentary trusts under a will. (18:45) You are not required to hire an attorney for probate, but an attorney can shoulder the work and risk for you. (23:09) An executor is entitled to an executor's commission. LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/
HOW BILLIONAIRES AVOID TAXES AND PROBATE WHILE YOU GET SOAKED
Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
Whether you're just starting or fine-tuning your process, this video breaks down high-impact strategies for probate, lead management, marketing, and content creation.
Bryce Desai is a Senior Probate Underwriter for Jet Insurance Company. Bryce is responsible for underwriting probate bond submissions, assisting in attorney partnerships, and creating digital marketing for the Probate Department. He has served in various roles in the surety industry, starting out as an intern with the nation's largest surety brokerage firm. During his tenure with Jet, Bryce has researched probate, estate, and guardianship law and has authored many featured articles on probate surety bonds.
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 focus was on turning objections into opportunities when working divorce leads. The team tackled a subscriber question about handling attorneys who say, “I already have a realtor,” and shared strategies for positioning yourself as a neutral, value-driven resource. They also explored the growing issue of outbound calls being flagged as spam, with tips on how to test your number, avoid call blocking, and protect your reputation with the carriers. A standout moment came when a subscriber described how they use ChatGPT and property photos to create rehab estimates and scope of work reports—an efficient way to generate offers and impress sellers. The conversation wrapped with advice for investors on building buyer networks through REI groups and Facebook communities, and a reminder that the most effective lead conversion strategies blend phone, mail, online credibility, and real relationships—executed with consistency and empathy.
Paperwork is boring, and we all try to avoid it. While estate planning is a lot of paperwork, it is a crucial part of making sure your children and family are taken care of after you're gone. Listen in as Nate Reineke and Ben Utley chat with special guest Christine Roberts, an estate planning attorney with a background in ERISA law and over 30 years of experience. She breaks down some common misconceptions and mistakes physicians make when setting up trusts and wills, and delves into how a good estate planning attorney can help you avoid pitfalls. They also look at control group rules and how physicians may be messing up their retirement plans without even realizing it. If you are in Santa Barbara, or California, and want to work with Christine, you can contact her at croberts@mullenlaw.com or (805) 966-1501 Are you ready to turn worries about taxes and investing into all the money you need for college and retirement? It's time to make a plan and get on track. To find out if we're a match visit physicianfamily.com and click get started or, you can ask a question of your own by emailing podcast@physicianfamily.com. See marketing disclosures at physicianfamily.com/disclosures
Paperwork is boring, and we all try to avoid it. While estate planning is a lot of paperwork, it is a crucial part of making sure your children and family are taken care of after you're gone. Listen in as Nate Reineke and Ben Utley chat with special guest Christine Roberts, an estate planning attorney with a background in ERISA law and over 30 years of experience. She breaks down some common misconceptions and mistakes physicians make when setting up trusts and wills, and delves into how a good estate planning attorney can help you avoid pitfalls. They also look at control group rules and how physicians may be messing up their retirement plans without even realizing it. If you are in Santa Barbara, or California, and want to work with Christine, you can contact her at croberts@mullenlaw.com or (805) 966-1501Are you ready to turn worries about taxes and investing into all the money you need for college and retirement? It's time to make a plan and get on track. To find out if we're a match visit physicianfamily.com and click get started or, you can ask a question of your own by emailing podcast@physicianfamily.com. See marketing disclosures at physicianfamily.com/disclosures
Trust Talk with Brandon Erickson from O'Keeffe O'Brien Lysson Attorneys talks about probate and what you might expect when settling an estate.See omnystudio.com/listener for privacy information.
What is probate and why do people hate it? We do estate planning. We do probate. We do it well. If you are in Washington State and need help, you can get a free strategy session at the link in our bio. #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes
We sit down with estate planning attorney Christopher Reeves of Reeves Law, P.C. to break down the essentials of protecting and transferring wealth. From the core documents every estate plan needs — like wills and powers of attorney — to the differences between probate and non-probate assets, Chris explains it all in plain English. Original Air Date: June 7, 2025 Read the Article: https://www.henssler.com/you-cant-take-it-with-you-but-you-can-decide-who-gets-it
We are digging into the tough subject of PROBATE today. Asking all the questions:What is probate?What happens when you HAVE to sell a house?How does selling a house in probate work?How do people get taken advantage of?When did DFW home values actually dip? Ian and Todd discuss.The luxury market is super healthy right now! There's a new private gated golf course community located in southwest Fort Worth. So what's next for that area? There is still a ton of land out there. Some of it will inevitably be commercial to cater to all the new homes coming to the area, but there will likely be more residential coming as well.We value families! We want you to have the BEST HOME but also the BEST possible LIFE in your home! Which is WHY we made our 2025 Edition of the Summer Fun Guide! Grab your FREE copy at dallashomerealty.comCall or TEXT us with your questions for the show -214-310-0008!Check your HOME BUYER READINESS in less than 90 seconds! Take this quiz! https://homebuyerreadiness.scoreapp.com/p/home-buyer-readiness-scorecard-2
In this episode of “Henssler Money Talks, we kick things off with a market update covering the latest Personal Consumption Expenditures (PCE) data, University of Michigan Consumer Sentiment readings, and ongoing trade talks impacting global markets. Then we sit down with estate planning attorney Christopher Reeves of Reeves Law, P.C. to break down the essentials of protecting and transferring wealth. From the core documents every estate plan needs — like wills and powers of attorney — to the differences between probate and non-probate assets, Chris explains it all in plain English. We dive into when and why you might need a trust, how various life scenarios affect your estate planning strategy, and how often you should a review of your plan. Whether you're married, single, have children, or just starting to think about the future, this episode offers practical insights for securing your legacy. Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — June 7, 2025 | Season 39, Episode 23 Timestamps and Chapters 1:58: Trade Talks with China, PCE Deflator, and Consumer Sentiment 22:43: Interview with Christopher Reeves, Esq. Follow Henssler: Facebook: https://www.facebook.com/HensslerFinancial/ YouTube: https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/
Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
Curious how professionals are making real income in the probate niche? In this video, we explore how agents, investors, and entrepreneurs build sustainable income through probate leads, AI tools, and consistent systems—while juggling other responsibilities.
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 spotlight was on working late mortgage leads — a high-potential but often mishandled opportunity. Tim opened with stories from agents who were struggling to connect, often because they led with direct questions like “Are you ready to sell?” which can backfire when someone is behind on their mortgage. The team discussed how to approach these leads with empathy and tact, using more strategic openings such as positioning yourself as a local expert with buyers in the area or offering services relevant to distressed situations (e.g., cleanouts, short sale assistance, or connections to refinancing options). Jim and Aline emphasized the importance of asking questions rather than making assumptions, highlighting how sellers will often tell you exactly how to help if you just listen. Bill dove into investor-friendly solutions like short-term leasebacks and pointed out how recognizing a home's hidden value (like the potential to add a second bathroom) can unlock deals. The group also stressed the importance of assembling a team — including lenders and cleanout crews — to support homeowners through difficult transitions. New subscribers Patty and Julia asked for guidance on getting started and were encouraged to make calls themselves early on to learn firsthand. The episode wrapped with David sharing a $30K assignment win — the result of over a year of patient follow-up and relationship-building — and a strong reminder that in this business, consistency, empathy, and meaningful conversation are what truly drive results.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
Bill hosts this weekly show to discuss all things probate real estate.Bill's Website: http://thelaprobateexpert.com/Join Probate Weekly live: https://www.eventbrite.com/e/probate-weekly-tickets-67396261031
In this powerful episode of The Mike Litton Experience, we sit down with Frank Macri, JD, a remarkable real estate expert and legal professional who has built a thriving business by serving families in the most delicate life transitions — probate, divorce, and bankruptcy. Frank shares how his background as a lawyer uniquely positioned him […]
In this week's episode, Gregory Ricks dives into the unexpected risks of not having your estate planning in place—with expert insight from estate planning attorney Wes Blanchard. From last-minute will changes to health scares that can derail your financial future, they cover the must-do documents and how to handle things a la carte if life catches you off guard. Then, CPA Jude Heath joins the show to break down real-world tax complications and the hidden pitfalls do-it-yourselfers face when they try to go it alone. Whether you're managing your 401(k) or facing an IRS notice, there's something in this episode to help you win with your money—today and long-term. For LIVE financial news talk radio, tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:WRNO-News Talk 99.5 FM New Orleans - 10 am - 1 pmWBUV-News Talk 104.9 FM Biloxi - 10 am - 1 pmWBRP-107.3 FM Baton Rouge - 11 am - 1 pmORFor financial news talk ON DEMAND, tune into the Ask Gregory Podcast for more financial topics that may interest you! Visit: https://gregoryricks.com/podcast/
This Move Guarantees Probate Avoidance.
5 ways you can avoid probate.
In this episode of Remodelers On The Rise, Kyle Hunt sits down with attorney Jennifer Winegardner to discuss a critical topic many remodelers overlook—estate planning and business succession. From wills to trusts, powers of attorney to living wills, Jennifer explains the five essential documents every business owner should have in place. Hear real-life stories, practical insights, and why preparing for the unexpected (yes, even a rogue flock of turkeys) is one of the best gifts you can give your family and your team. Whether you're just starting your business or you've been running it for decades, this episode will help you avoid unnecessary legal headaches—and leave a legacy that's organized, not chaotic. ----- Today's episode is sponsored by Builder Funnel! Click here to learn more about how Builder Funnel helps remodelers and home builders grow through strategic digital marketing. ----- Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit Remodelersontherise.com today and take your remodeling business to new heights! ----- Takeaways Estate planning is essential for everyone, not just the wealthy. Trusts can help avoid the probate process. A will alone may not be sufficient for effective estate planning. Funding your trust is crucial for it to be effective. Regularly updating your estate plan is necessary as life changes occur. Business succession planning is vital for business owners. An inventory of assets is a helpful first step in planning. Having a good relationship with a lawyer is important for effective planning. Keep your family out of conflict and court by planning ahead. Estate planning can save your family from costly probate fees. ----- Chapters 00:00 Introduction to Estate Planning and Business Succession 05:48 Understanding the Importance of Estate Planning 08:45 Key Components of an Estate Plan 09:39 The Role of Trusts in Estate Planning
Tune into our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure and Aged Expired niches!Today's episode of the All The Leads Mastermind podcast opened with encouragement for agents and investors to double down over the summer while competitors slow down. Bruce shared best practices for avoiding spam flags when cold calling — like limiting outbound calls to 40 per number and rotating numbers — and highlighted the benefits of using click-to-call tools inside the All The Leads CRM. The team discussed the resurgence of direct mail, noting that response rates are climbing again as people shift away from digital overload; they emphasized that mailed letters (especially personalized or creatively packaged) stand out far more than postcards. Aline reminded listeners that purpose and empathy matter most in outreach, whether using dialers, letters, or door knocking. Jim and Tim dug into the rising short sale activity, pointing out that many homeowners are now underwater due to post-pandemic financial strain, making short sales a growing opportunity. Jody detailed a special summer promotion on “late mortgage” leads — homeowners who are behind on payments but not yet in foreclosure — offering a strong niche for agents and investors to help distressed sellers. The episode wrapped with David sharing a wild success story: exposing and overcoming a decade-long fraudulent occupancy scheme on a probate property, setting up his client for a win in court and a profitable sale. The team closed by urging attendees to apply just one actionable idea from the call and report back with results next week.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
Slam the Gavel welcomes Ron Platt to the podcast. Ron is the co-founder of NASDF (National Association for Single and Divorced Families) https://www.nasdf.org With a background in insurance, business development, and real estate, and as a foster parent, Ron deeply understands the financial and emotional challenges families face post-divorce. His expertise in insurance product development led to the creation of Support Insured. This first-of-its-kind policy guarantees child support and alimony payments in cases of death, disability, or involuntary unemployment. We talked about issues that resonate with parents going through a divorce. With Ron's insurance policy there will be staff available such as licensed therapists, Divorce Coaches. We discussed breaking the cycle and how financial instability after divorce impacts future generations and parents who will be able to talk to a therapist. Also, staying mentally healthy and resilient during divorce/family court Ron explains he will have a staff of licensed therapists in the group to help parents. This new association offers support for single and divorced families and redefines the family by creating strong support networks to help divorcing and single families thrive. NASDF is committed to advocacy, financial stability and emotional support for so many families now navigating single parenthood and post-divorce challenges and difficulties that may arise.To Reach Ron Platt: https://www.nasdf.orgSupportshow(https://www.buymeacoffee.com/maryannpetri)Maryann Petri: dismantlingfamilycourtcorruption.comhttps://www.tiktok.com/@maryannpetriFacebook: https://www.youtube.com/@slamthegavelpodcasthostmar5536Instagram: https://www.instagram.com/guitarpeace/Pinterest: Slam The Gavel Podcast/@guitarpeaceLinkedIn: https://www.linkedin.com/in/maryann-petri-62a46b1ab/ YouTube: https://www.youtube.com/@slamthegavelpodcasthostmar5536 Twitter https://x.com/PetriMaryannEzlegalsuit.com https://ko-fi.com/maryannpetri*DISCLAIMER* The use of this information is at the viewer/user's own risk. Not financial, medical nor legal advice as the content on this podcast does not constitute legal, financial, medical or any other professional advice. Viewer/user's should consult with the relevant professionals. Reproduction, distribution, performing, publicly displaying and making a derivative of the work is explicitly prohibited without permission from content creator. Podcast is protected by owner. The content creator maintains the exclusive right and any unauthorized copyright infringement is subject to legal prosecution. Support the showSupportshow(https://www.buymeacoffee.com/maryannpetri)http://www.dismantlingfamilycourtcorruption.com/
Estate Professionals Mastermind - More Than A Probate Real Estate Podcast
Discover why celebrating small wins, tracking the right KPIs, and owning your unique voice in content creation are game-changers in probate real estate
May is Mental Health Awareness Month. In this episode of Trust Me!, our guest Bill Sias, who works for the Office of County Counsel in Los Angeles, will discuss the basics of LPS Proceedings. He will review how an LPS conservatorship begins and the general processes that follow. He will also discuss how an LPS conservatorship is different from other types of conservatorships. About Our Guest:William (“Bill”) Sias has extensive experience in conservatorships in Probate and Mental Health Court. Bill currently works for the Office of County Counsel in Los Angeles. He has had a series of published opinions under the LPS Act, including Conservatorship of K.P (2021) before the California Supreme Court.About Our Host:Host Anna Soliman is a member of the Executive Committee of the Trust and Estates Section of the California Lawyers Association. Thank you for listening to Trust Me!Trust Me is Produced by Foley Marra StudiosEdited by Cat Hammons and Todd Gajdusek
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.
The last thing anyone wants to think about is when your time on earth is going to be over, but what they end up ignoring is, who takes care of your stuff when you are gone? Who’s going to make sure the right family/beneficiaries get what you promised them? What if you didn’t make a Will? Find out from Todd Marquardt as he walks you through the steps of Probate, why it is often misunderstood, and how to help prevent your family from experiencing the potential nightmares of Probate. 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.
Your bad estate plan is going to cost you! In today's episode, Lauren Klein, a Florida-based tax and estate planning attorney, discussed the critical components of effective estate planning. She debunks myths about revocable trusts, touches on the importance of regularly updating estate plans, and shares on the unethical financial incentives some attorneys may have to let plans fall short. We also talk the strategic use of irrevocable trusts, asset titling, and state-specific protections like Florida's homestead laws for enhanced asset security. We discuss... Lauren Klein is a Florida-based tax, trust, and estate attorney who works nationally, helping clients with estate planning, probate avoidance, and tax strategies. Probate happens when someone dies owning assets solely in their name without a beneficiary or trust. Probate adds stress during grief and often sparks disputes—especially if there's no clear plan or distant relatives get involved. Family fights usually come from unresolved issues, emotional baggage, or greed. Clear planning helps prevent conflict, though it can't always stop it. Many assume a will or trust avoids probate, but trusts must be properly funded—assets need to be retitled into the trust or have it listed as beneficiary. The estate planning industry is too transactional—clients get documents but little follow-up. After a death, families often struggle to locate and transfer assets legally while grieving. It requires attorneys, paperwork, and patience. A common myth is that revocable trusts protect assets from taxes or lawsuits. They don't during your lifetime—but they help avoid probate and add control. Revocable trusts shine when passing assets to kids. They can protect inheritances from divorce or lawsuits and become irrevocable (and stronger) after death. Trusts are especially helpful for blended families and young kids. You can distribute assets in stages and add estate tax protection with proper planning. Irrevocable trusts offer stronger protections but are more complex and better suited for high net worth or special planning needs. Asset protection varies by state—Florida, for example, offers homestead and tenancy protections. Even how you title a car can matter. Retirement accounts and life insurance have some protection, but it depends on the state. Listing all assets is key to building a strong estate plan. Crypto is showing up more in estate planning. It requires special steps to protect and transfer securely. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/bad-estate-planning-lauren-klein-714
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode, Dylan Silver interviews Casey Conklin, a real estate attorney from Michigan, who shares insights into the world of real estate law, courtroom experiences, and the importance of trusts in estate planning. Casey discusses how most attorneys rarely go to court, the complexities of real estate contracts, and the significant benefits of establishing trusts to avoid probate. He emphasizes the need for proactive planning, especially for business owners and families, to ensure smooth transitions of assets and minimize legal complications. 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 —--------------------
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode of the Real Estate Pros podcast, host Michael Stansbury interviews Courtney Brenner, a real estate professional with a unique background in law and property management. Courtney shares her journey from law school to becoming a successful property manager and real estate agent. She discusses her marketing strategies, the challenges of managing inherited properties, and the importance of maintaining work-life balance in the demanding field of property management. The conversation also touches on personal anecdotes, including her love for sports and family connections. 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 —--------------------
The Lawyer Stories Podcast Episode 224 features Samah “Sam” Abukhodeir, Founder and Managing Partner at The Florida Probate and Family Law Firm. Sam shares her story of patience and perseverance and how she grew her law firm to 12 attorneys and 30 plus employees across nine offices. The firm is dedicated to serving clients throughout Florida in the areas of probate, guardianship, estate planning, elder law, and family law. We first shared Sam's story with the Lawyer Stories Community in October of 2020. Sam is also a Founding Member of Lawyer Stories Connect!
On today's Wholesale Hotline Podcast (TTP Edition), Brent is joined by Micah Nicholes, the president of USLeadsList. Today's episode is part of our Throwback Series where we re-air some of our most popular shows. This episode originally aired on 4/2/2024. Show notes -- in this episode we'll cover: What exactly are probate deals and how to find them. How to approach probate deals. Why probate can be such a great source of deals. Brent and Micah explain how they go about getting these kinds of deals -- full breakdown. Please give us a rating and let us know how we are doing! ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ ☎️ Welcome to Wholesale Hotline & TTP Breakout