Podcasts about 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

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 

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   —--------------------

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 began with encouragement for attendees to share both challenges and wins. Bruce highlighted agents finding success by consistently building their pipelines—one secured six listing appointments in a week, while another has landed two listings per month for three months through daily prospecting. David shared a standout story about navigating a difficult probate deal involving squatters, back taxes, and an unresponsive attorney. His persistence—plus a creative goodwill gesture (a box of Cuban cigars)—led to a breakthrough, a court-backed eviction, and a profitable rental. Camille discussed her team's success using door knocking to uncover distressed properties, which led to two probate opportunities. The story highlighted the value of combining in-person outreach with skip tracing and consistent follow-up. Sheila shared a long-term win, closing eight of twelve probate properties after nearly two years of effort and weather-related delays—showing the power of patience and repeat contact. Jessica from the marketing team offered tips on boosting mail response rates using brochures, flyers, and door hangers to stand out. The episode closed with a reminder that steady, consistent action—via calls, mail, or door-knocking—is what drives results in probate real estate.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 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   —--------------------

Are you working probate leads but struggling with how to qualify them without sounding pushy?

3 Unexpected Reasons That Probate Sucks. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

Guest: Michelle WilsonBusiness: Wilson LegalLinkedIn: linkedin.com/in/wilsonlegalInstagram: @wilson.legalYouTube: @wilsonlegal164Topics Discussed:Michelle's surprising path to law (it all started with a speeding ticket) Launching her firm with $10K and no heating The impact of the BRCA1 gene on her business operations How she stepped away for 12 weeks—and had her best month ever Using mindset coaching and systems to scale Her vision to reach $10M in revenue and serve 10,000 Georgia families The role of letters, legacy, and emotionally intelligent estate planning What makes an “A” client—and why she lets the “F” ones go Book Mentioned:So I Can Love You Longer: A Mother's Message to Her DaughterAvailable on Amazon, Kindle, and Audible.Key Questions(01:05) How did you get to be where you are?(06:49) Have you stepped yourself out of your business?(09:29) How does that make you feel? Mixed emotion?(10:37) Who would you say are your ideal people to work with? Your ideal clients?(13:17) How do you get in front of these people?(16:19) To work with you, do I need to live near you?(20:52) What are some big goals we have for the next year or two?(22:08) What do you think is the number one roadblock that's stopping you from getting those goals?(27:25) One of the things I was going to ask is, how have you found overcoming financial obstacles?(31:04) Did you find that you went online more? That your business went online?(34:48) What is some of the best advice that you have ever received?(38:31) What's the best advice that you have ever given?(42:21) Anyway, is there anything that we haven't talked about yet that you would like to?Virginia PurnellFunnel & Visibility SpecialistDistinct Digital Marketing(833) 762-5336virginia@distinctdigitalmarketing.comwww.distinctdigitalmarketing.comwww.distinctdigitalmarketing.co

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!

Discover the most powerful probate tool Bruce has used for years to generate leads, build trust, and close more deals. Most real estate professionals miss this—don't be one of the

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 an in-depth conversation about negotiating with siblings in probate situations, particularly when one heir resists listing the property. Coaches shared actionable advice for maintaining neutrality, building rapport with all parties, and guiding conversations toward common goals, especially when one sibling is the personal representative. The discussion transitioned to effective ways of helping heirs understand the value of as-is sales versus putting in work to maximize a home's value. Several examples were given of walking families through ROI considerations and showing net proceeds with and without improvements. The group then addressed the issue of handling personal property, including strategies for resolving disagreements among heirs and leveraging estate sale companies. Coaches emphasized the importance of framing agents as problem-solvers rather than salespeople and offering vendor solutions that reduce stress. A significant portion of the episode explored the challenge of "quiet heirs" who don't respond to communication. Strategies included engaging the personal representative to take charge, offering family meetings, and setting deadlines for decision-making. Later participants discussed working with investors and how to manage relationships when sellers receive lowball offers. The coaches advised pre-framing investor roles as options providers rather than final decision-makers, and ensuring transparency throughout the process. The episode closed with insights on balancing urgency with patience—respecting the emotional landscape of probate while still driving momentum and accountability to get properties sold.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

When people think about estate planning, a will is often the first thing that comes to mind. But relying solely on a will might leave significant gaps in your financial plan, potentially putting your loved ones and your hard-earned assets at risk. Join Jeff as he breaks down the critical features of a will and why a will alone might not be enough to protect your assets and your family's future.    WHAT YOU NEED TO KNOW (00:00) Episode introduction. (03:20) While a will directs the distribution of assets in your name alone, it does not control assets with joint owners or designated beneficiaries, like insurance policies or jointly held bank accounts.  (07:46) Most financial institutions won't allow a testamentary trust (a trust established within a will) to be named as a beneficiary. This limits your ability to protect those assets after your death.  (09:26) Assets passed outright through a will can be exposed to risks like Medicaid repayment, creditor claims, financial mismanagement, and future spouses via death or divorce.   (11:11) Probate can be costly, with legal fees often ranging from 4-6% of the estate. While you can handle probate without a lawyer, the executor still bears significant personal liability to ensure everything is handled correctly.  (18:12) Relying on beneficiary designations to avoid probate can leave assets unprotected, potentially exposing them to creditors, lawsuits, and financial missteps.  (21:45) Unlike a will, a properly structured trust can help you avoid probate, reduce fees, and provide ongoing asset protection for your heirs.  (24:12) The absence of a will triggers the intestate succession process. State law will determine who receives the estate, or what is left of it. Most often, this is the closest living relative.   ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   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/      

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

On today's episode we talk to Rebecca, an licensed attorney from California who practices civil litigation including estate planning. Rebecca comes on to answer some of our burning questions about estate planning and to get into some of the more nitty-gritty details that our quick hitter episode didn't cover the first time. We are so thankful to have had an expert on the show, and we know you're going to get a ton from this episode.    Disclaimer: this is all legal education and not legal advice, so please do your research and connect with a local estate attorney for your specific situation.   In this episode, we chat about: Estate Planning 101 Holographic Wills Why “lawyering up” could save you money in the long run   MENTIONED IN THIS EPISODE: Empowered Money Academy   TODAY'S PODCAST SPONSOR Crew Finance Sign up today for free and Crew is giving $25 to any Toasties who deposit $500 or more  trycrew.com/toast  Use code TOAST   ABOUT PRICE OF AVOCADO TOAST: Listen in with Haley and Justin Brown-Woods, married millennials picking up the pieces from the financial fiasco they created as a young couple.  They want to normalize conversations about money and learn from others on the path towards financial empowerment. Whether you are just getting started on your debt-free journey, or if you are really starting to hit your stride, this podcast is for YOU!  Join weekly as they interview some others who have done it the right way, the wrong way, and every way in between. Avocado toast may cost a pretty penny, but that doesn't mean it can't be in your budget! FIND HALEY AND JUSTIN ONLINE + SOCIAL MEDIA HERE: Join Empowered Money Academy priceofavocadotoast.com Price of Avocado Toast Instagram Price of Avocado Toast Twitter Price of Avocado Toast Threads Price of Avocado Toast on TikTok Price of Avocado Toast Facebook Join the Price of Avocado Toast Newsletter OTHER LINKS: Apply for 1:1 Coaching With Haley & Justin Schedule a Budget Builder call with Haley & Justin Price of Avocado Toast customizable 12 month budgeting template   RECOGNITION: Audio engineer: Garrett Davis

This week, Todd Lutsky explains why you should check in with your estate planning attornery from time to time, making sure your trust is funded, probate being public record, and what some of the factors that you need to know when deciding on an estate plan.

A trust is not the only way to avoid probate. Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

Probate pt.2

What really happens when someone passes away—and are you (or your family) prepared to handle it? In this episode of Women's Money Wisdom, Melissa Joy, CFP®, sits down with Rachel Donnelly, founder of Afterlight and author of Late to Your Own Funeral, to unpack the messy, often overwhelming world of death administration.Rachel shares her personal story of becoming executor for both her parents' estates—while working full-time and raising young children—and how that experience inspired her to build a business helping others avoid the same chaos. Together, Melissa and Rachel dive into the real work that goes beyond writing a will: handling assets, updating beneficiaries, navigating probate, and keeping bills paid when no one's watching.They discuss why so many women delay estate planning, the hidden landmines (like untitled assets and digital accounts), and how you can start untangling this intimidating topic with simple, practical steps. The conversation also tackles how to bring up these sensitive issues with family, why “co-anything” can backfire, and how to avoid turning a loved one's legacy into a logistical nightmare.Key Takeaways:Estate planning isn't just about legal documents—it's about full asset management and communication.Women are more likely to delay estate planning, often because they don't know where to start.Probate horror stories highlight why comprehensive planning matters.Digital assets (social media, crypto, email) need to be included in your plan.Choose roles (executor, trustee) carefully—co-roles can create more problems than they solve.Even imperfect action now is better than procrastinating and risking chaos later.Having the tough conversations with family now can save heartache and confusion later.Whether you're starting from scratch or fine-tuning your existing plan, this episode will give you the confidence to take action—because death is inevitable, but an administrative nightmare doesn't have to be.Learn more & connect with Rachel: Website: www.myafterlight.com Instagram: @myafterlight LinkedIn: Rachel Donnelly Book: Late to Your Own FuneralThe previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING's investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING's current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...

What are Non-Probate Assets? Need estate planning help? Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession

In this episode, we tackle a difficult but crucial topic: what to do when someone passes away. While it's not a conversation most people want to have, planning ahead can save significant stress and confusion for those left behind.We start with the immediate steps that need to be taken. First, a legal pronouncement of death is required, which is usually handled by hospital or hospice staff, but in cases of a home passing, 911 or hospice must be called. Then, notifying immediate family and close friends becomes a priority. This can be overwhelming, so enlisting help to spread the word is essential. Arranging transportation of the body, securing the deceased's home and belongings, and taking care of any pets are also critical early tasks.Next, we move into handling financial and legal matters. Obtaining multiple copies of the death certificate is key, as most financial institutions require them. Locating the will or estate documents helps determine whether probate is necessary. If the deceased's assets were solely in their name, probate is likely required. However, if assets were jointly owned or placed in a trust, probate may be avoided. It's important to notify key institutions—banks, investment custodians, mortgage lenders, pension providers, Social Security, and credit card companies—to avoid complications like continued payments that may need to be repaid.Probate can be a time-consuming and public legal process, so we discuss three common scenarios:If assets are solely owned, probate is required to legally transfer them.If assets are jointly owned, probate is not needed, and the co-owner retains full ownership.If a trust is in place, assets can be distributed per the trust's instructions without probate, saving time and legal fees.After probate (or if it's not required), the final steps include distributing personal belongings and assets, closing remaining accounts, and handling final taxes. Supporting family members emotionally and financially is also critical, as unexpected financial burdens can arise even with the best planning.The best way to ease this process is by planning ahead. Having an updated will or trust, maintaining a list of financial accounts and key documents, using a password vault, and discussing final wishes with loved ones can help ensure a smooth transition. Regularly reviewing beneficiary designations on accounts and property is also essential to prevent unintended complications.While this is a difficult conversation, taking steps now can relieve significant stress later. If you need guidance, Thimbleberry Financial can help. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

In this episode of A Question of Law, solicitor Cora Sherlock looks at questions asked by listeners on personal injuries and on probate. L'articolo A Question of Law – Cora Sherlock – Personal injuries questions – probate proviene da Radio Maria.

In this episode of Absolute Trust Talk, host Kirsten Howe and associate attorney Jessica Colbert continue their discussion on estate planning during divorce proceedings with practical solutions. Following their previous episode on the potential problems that can arise if someone becomes incapacitated or dies during divorce, they now focus on preventative measures. The attorneys explain how to ensure your soon-to-be ex-spouse doesn't maintain control over your healthcare decisions or inherit your assets contrary to your wishes. They discuss the creation of new healthcare directives, powers of attorney, wills, and trusts—all while navigating the automatic temporary restraining orders (ATROs) that restrict asset transfers during divorce. This episode, part two of their divorce series, provides clear guidance on proper timing of estate planning updates during divorce to protect yourself legally before the process is finalized.   Time-stamped Show Notes: 0:00 Introduction 2:03 How to avoid having your spouse be responsible for you if incapacitated 2:26 Next, Kirsten and Jessica discuss options for those who have never created estate planning documents 2:48 What should you do if you already have documents naming your spouse? 3:16 Now, let's talk about how to prevent your spouse from inheriting if you die before the divorce is final 5:23 What are the next steps for clients who already have a joint trust with their spouse? 6:07 Let's clarify the importance of following trust-specific revocation methods and requirements during divorce 7:44 Finally, listen as Kirsten and Jessica talk about why accepting potential probate may be necessary and worth it

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

Learn how to build a business that fits your lifestyle and goals! Discover practical strategies for success and designing your dream 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!Today's episode of the All The Leads Mastermind podcast began with a discussion on executor liability, covering the limited legal risks involved and emphasizing transparency, timely action, and the importance of distinguishing administrative guidance from legal advice. The conversation moved into strategies for avoiding liability, including documenting decisions and working closely with probate attorneys, especially in markets with higher litigation risk. The group then tackled challenges around reverse mortgages in probate, particularly in California, noting automatic foreclosure timelines and the need for clear communication with heirs. This led to a deeper dive into navigating attorney resistance when a personal representative wants to work with an agent the attorney hasn't chosen. Coaches advised agents to maintain strong client relationships, remain professional, and take a long-term view on building trust with attorneys. Later, the hosts outlined the essential vendor network categories every probate agent should develop: white-collar professionals, blue-collar service providers, and niche specialists like estate sale companies and appraisers. The episode concluded with a heartfelt discussion about a new agent's commission dispute, offering broader lessons on setting expectations, respecting mentorship, and maintaining a resilient mindset early in your career.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

Kevin Bemel is the president of the Bemel Companies, which provide trust and estate administration, financial and real estate management, startup and early stage company advisory services, and media project production.Visit his website here: https://www.bemel.com/about

This week, Todd Lutsky explains who can get away with bare minimum estate planning, why it is best to plan beyond a will to avoid probate, and if you need multiple trusts if you own property in one state but reside in another.

Now that the Probate and Juvenile Court has moved into the new downtown judicial center, Hancock County Commissioners must tackle the question of what to do with the historic building that formerly served as the court's home (at 13:59) --- With a budget of nearly $10M, the Hancock County Board of Developmental Disabilities supports the success and well-being of hundreds of vulnerable individuals in the community... We discuss highlights from their latest annual report (at 25:17) --- Around Town: Details on the upcoming Hancock Sports Hall of Fame Golf Outing to support the continued recognition of our area's superior athletes and their inspiring stories (at 45:43)

Dead ex-spouse on the deed? Here's what to do. And if you need help, let's chat. Click to set up your free consultation - https://cmslawfirm.com/estateplanningstrategysession #estateplanning #probate #realestate #wealth #trusts #legacy #estatetaxes

Howdy folks of the interwebs! Your host Double J is back with another edition of OpGCD Live!  Today, Double J is discuss'n Where is the Evidence??: More Parapolitics & the Idaho 4 case.In today's journey, your host Double J welcomes the legendary Kane B - host of the Purge - an Idaho 4 murders weekly wrap-up show!We are talk'n where is the evidence in the Idaho 4 murders? This includes where is the evidence against the State's suspect Bryan Kohberger? But also includes where is the evidence for the grow'n list of mainstream and alternative media claims against Kohberger?Given consideration of the total lack of evidence at the 1122 King Road crime scene home, coupled with the lack of burial records and/or lack of Probate court cases for any of the victims. It is these circumstances that should cause any objectively reasonable party to search further for the truth!Where was the blood at the crime scene? Was that blood drip'n out the walls of 1122 King Road? Why did authorities fail to conduct a search for the murder weapon?The lack of phsyical evidence is one important factor in "Where is the evidence?". Another important factor is the aggressive media campaign to convict Bryan Kohberger in the "court of public opinion", which includes an apparent endless supply of manufactured "facts"/otherwise known as lies & the media efforts to perpetrate these apparent falsehoods in an effort to convict Kohberger in the public's minds!Did Kohberger bully younger teenagers in his youth? Was Kohberger a drug addict? Did Kohberger hate the LGTBQ community?? If folks listen to the media reports on Kohberger, they may believe all of those salacious claims (allegedly) made by 3rd parties that are named in the media reports, with an apparent intent to attack the character of suspect Bryan Kohberger!However, an objective review of the statements and the 3rd parties cited by the media in statements diminishing Kohberger's character in the "court of public opinion", appears to yield results that exhibit these statements against Kohberger's character to be false!Anyhow, folks of the interwebs, thank you again for joining me today to get a lil GCD! Enjoy today's podcast discussion, with guest Kane B, on Where is the Evidence??: More Parapolitics & the Idaho 4 case!Enjoy the show! Links for Kane B - https://www.youtube.com/@KanebsThePurgehttps://rumble.com/user/KanebsThePurgeLinks for JJ -https://linktr.ee/operationgcd

In this episode of the Real Estate Pros podcast, host Dylan Silver interviews seasoned real estate investor Trystan Trenberth. They discuss Trystan's journey into real estate, his first deals, and the complexities of navigating transactions. The conversation highlights the importance of networking, leveraging technology, and planning for retirement through multiple income streams. Trystan shares insights on how to build relationships in the industry and the future of real estate with data utilization. The episode concludes with practical advice for listeners on starting their financial journey and the significance of taking action now.   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   —--------------------

 Unlock the secrets to effective probate mailing for real estate success! In this video, we dive into strategies for sending targeted letters to probate leads, increasing your chances of closing deals. Learn how to craft compelling messages, choose the right mailing strategy, and maximize your reach to probate prospects. Whether you're a seasoned investor or just starting, this guide will help you build a stronger, more profitable probate business. Don't forget to like, comment, and subscribe for more expert tips! #ProbateRealEstate #MailingLetters #RealEstateTips #ProbateMarketing #LeadGeneration 

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 a discussion on the best practices in probate lead generation and conversion. Early dialogue centered on the differences between data fields like probate date versus file date, representative versus decedent addresses, and emphasized the value of tools like Property Plus for identifying out-of-area real estate opportunities. The conversation then shifts to emphasize the importance of understanding client  mindset and approaching with empathy, including tips on navigating objections like “I've got it handled,” and how to persist professionally when sellers initially resist. Role-playing scripts, asking for permission, and demonstrating local expertise were shared as strategies to build rapport. Several contributors stressed the importance of long-term lead nurturing, citing success stories where persistence over months led to multi-property listings. “Win of the Week” honors went to David, who turned a stalled hotel lead on a neighboring island into a multi-property probate opportunity through proactive follow-up and timing. The hosts also highlighted the power of vendor networks—contractors, estate sales, attorneys—and how these partnerships elevate agent value. The episode wrapped with reminders to approach every probate lead with patience, curiosity, and genuine intent to serve, reinforcing the core message: sustained effort, empathy, and local expertise are key to probate success.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, we explore how to pass on your assets smoothly and efficiently—without dragging your loved ones through probate court. You'll learn why probate can be costly and time-consuming, and how non-probate strategies like beneficiary designations, joint ownership, and revocable living trusts can help you keep more money in your family's hands and less in legal fees. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 

A legal dispute between Freedom From Religion Foundation and American Atheists over a donor's estate raised eyebrows—but the reality was far less dramatic. After questions emerged over a handwritten memo altering distribution plans, the parties sought transparency, not a fight. The case was settled amicably, with all organizations receiving more than expected. The panel unpacks lessons in ethics, optics, and legacy.News Source: Friendly Atheist by Hemant Mehta, April 8, 2025https://www.friendlyatheist.com/p/two-influential-atheist-groups-have?utm_source=share&utm_medium=android&r=oa4eg&triedRedirect=trueThe Non-Prophets 24.16.3 with Scott Dickie, Jonathan Roudabush and Eli Slack Two Atheist Groups Settle Estate Dispute Peacefully

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

Micah Nicholes is the President of US Lead List, which helps to provide pre-probate lead lists to real estate agents, brokers, wholesalers, and investors. His goal is to maximize your lead budget by providing high-quality leads that turn into closings, and giving you the best ROI on your marketing dollars. In addition to US Lead List, Micah is in investor that has properties in Southwest Wisconsin. Follow Micah

Thinking about jumping into the probate real estate game—or already in it and feeling overwhelmed? This episode is packed with real, unscripted insights from pros in the trenches. From building a business with no one-size-fits-all formula to sponsoring attorney lunches, working with public administrators, and learning from mistakes, this is your ultimate behind-the-scenes look at what it takes to grow.

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 kicked off with reflections on buyer hesitation in today's climate, emphasizing that market slowdowns create opportunities for agents and investors to build trust and gain market share through professionalism and expertise. The call then shifts to a detailed Q&A on the probate process in California, including steps such as identifying decision-makers, understanding trusts versus traditional probate, and determining when a property can be listed or sold. Attorneys' roles, court authority levels (like full or limited authority), and creditor claim periods were examined. The group highlighted the importance of building rapport with heirs, managing expectations, and contacting estate attorneys early—not just to clarify the process but to build valuable referral relationships. The conversation also touched on new lead types like late mortgage leads, emphasizing early outreach and support over predatory approaches. Listeners were encouraged to leverage CRM tools, the click-to-call feature, and website add-ons for better marketing automation. A Spring sale was announced offering discounts and bonuses such as free months of leads, waived hosting fees for websites, and bundled lead packages—including probate, pre-probate, divorce, and late mortgage data. These deals were designed to help agents and investors gear up for long-term success with enhanced tools and support. The episode wrapped with a “win of the week” story about perseverance in a challenging probate deal that turned into multiple attorney referrals and new opportunities, reinforcing a consistent theme: success in probate real estate hinges on patience, empathy, relationship-building, and providing genuine value.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 Horizon Advisers Unleashed, host Alex Dinser sits down with nationally recognized estate planning and elder law expert, Sandy Mall, to unravel the complexities of probate, estate administration, and elder care law. As the founder and senior partner of Mall Malisow & Cooney, PC, Sandy brings decades of experience guiding families through the legal landscape of estate planning, Medicaid/Medicare benefits, special needs trusts, and more.Tune in as we demystify the probate process, uncover common pitfalls, and share proactive strategies to help you protect your assets, ensure your wishes are honored, and avoid unnecessary legal headaches. Whether you're planning for yourself or helping a loved one navigate estate matters, this episode is packed with expert insights and practical advice you won't want to miss!

Send us a textJeanne E. Raya is the dynamic President of the John L Raya Insurance Agency, Inc., a well-respected minority women-owned business established in 1960. Under her leadership, the agency has carved out a niche of expertise, especially in working with non-profit organizations and medical facilities. With a deep-rooted commitment to both her profession and her community, Jeanne has dedicated her career to not only running a successful business but also to actively serving her community in a variety of roles.A lifelong resident of San Gabriel, Jeanne is a fourth-generation local, born at Garfield Hospital in Monterey Park and raised within the heart of the community. She attended San Gabriel public schools and Ramona Convent in Alhambra, shaping her educational foundation. A lover of travel, she has visited numerous countries, with Italy, Alaska, Ireland, Peru, and New York among her favorite destinations.Jeanne's academic journey reflects her diverse talents. She earned a Bachelor's Degree and Teaching Credentials from the University of Southern California, followed by a Law Degree from UC Davis. Her professional career includes serving as staff counsel to both the California Board of Equalization and the Public Employment Relations Board, as well as maintaining a private law practice specializing in Probate and Family Law in San Gabriel.Community service has always been central to Jeanne's life. She is currently the Chair of the San Gabriel Community Foundation, where she has supported a wide range of local initiatives. Her past service as a Commissioner for the California Independent Citizens Redistricting Commission (2010-2020) and her leadership roles with the California State Bar Committee of Bar Examiners underscore her dedication to public service and fair governance.Jeanne has also served in leadership positions for several important community and educational organizations, including the La Casa de San Gabriel Community Center, the San Gabriel Women's Foundation, the San Gabriel Historical Association, and the San Gabriel Chamber of Commerce. She is also active in the Roosevelt School Site Committee, which focuses on improving the local educational environment.Her leadership and service have not gone unnoticed. Jeanne has been honored by Assembly Member Mike Eng with the “Make a Difference Day” award, by State Senator Carol Liu for her contributions to women in business, and by Congresswoman Judy Chu with the “Women of Distinction” award. These accolades reflect the significant impact Jeanne has had in both her professional and personal endeavors to support and elevate the San Gabriel Valley community.___________________Music CreditsIntroEuphoria in the San Gabriel Valley, Yone OGStingerScarlet Fire (Sting), Otis McDonald, YouTube Audio LibraryOutroEuphoria in the San Gabriel Valley, Yone OG__________________My SGV Podcast:Website: www.mysgv.netNewsletter: Beyond the MicPatreon: MySGV Podcastinfo@sgvmasterkey.com

Estate planning attorney Brittany Britton from Best Coast Law joins Justin Worsham for the full hour to break down the essentials of trusts, wills, and probate—plus she takes listener questions live on-air. From protecting your kids to preparing your home for the next generation, this hour is packed with smart, actionable advice for anyone thinking ahead

Send us a textReady to break free from the myth that you can't find great real estate deals in today's market? In this milestone episode celebrating one million podcast downloads, Dwan Bent-Twyford shatters common misconceptions about real estate investing that keep most people stuck on the sidelines.The truth? Foreclosures, divorces, bankruptcies, and probates happen every single day regardless of market conditions. While everyone else is obsessing over interest rates and housing prices, savvy investors are quietly making fortunes by focusing on distressed properties that operate in a completely different ecosystem from retail real estate.Discover why banks lose 40% of a property's value the moment they file foreclosure paperwork, and how understanding this reality creates opportunities for short sales in any market. Learn the shocking statistic that 75% of bankruptcy filings happen within just three days of a foreclosure sale date - creating a goldmine of opportunity most investors completely overlook.Dwan shares creative strategies for finding deals including using Facebook to locate homeowners in foreclosure, placing strategic flyers in community spaces, and her time-tested "FedUp with Foreclosures" package that positions you as a problem-solver rather than just another investor. By putting on your "investor goggles" and focusing on helping people through difficult transitions, you'll find profitable opportunities hiding in plain sight.As Dwan celebrates her 66th birthday and embraces her motto "Time to thrive in '25," she challenges you to stop listening to market pessimists and start taking action today. Remember: when you put people before profits, the financial rewards naturally follow. Thanks again for listening. Don't forget to subscribe, share, and leave a FIVE-STAR review.Head to Dwanderful right now to claim your free real estate investing kit. And follow:http://www.Dwanderful.comhttp://www.facebook.com/Dwanderfulhttp://www.Instagram.com/Dwanderful http://www.youtube.com/DwanderfulRealEstateInvestingChannelMake it a Dwanderful Day!

Are you a grandparent wondering why every homeowner—especially those raising their grandchildren—needs a living trust? Are you concerned about ensuring your legacy is passed down without complications? Discover crucial insights into estate planning from the expert himself.I'm Laura Brazan, and in today's episode of 'Grandparents Raising Grandchildren: Nurturing Through Adversity,' we're joined by Oscar Vasquez, a seasoned real estate professional with over 28 years of experience. Oscar sheds light on why a living trust can save time, money, and stress, securing a bright future for your grandchildren. With 68% of Americans lacking a valid will or estate plan, this conversation is vital for grandparents committed to leaving a lasting legacy.Tune in as we discuss the intricacies of legal, financial, and emotional support, explore the importance of comprehensive living trusts, and share real-life stories showcasing the difference these trusts make. Learn actionable strategies to protect your assets and provide for your loved ones.For more information please visit Estate Prep Doc. Call toll free 1-805-909-4689 for general information or call Oscar directly at 1-805-290-6044.Together, let's navigate the complexities of kinship care, ensuring that our dreams for our grandSend us a textHello! Thank you for creating this podcast. It is a blessing to my life in this season

Will your taxes go up? Stay the same? Go down, even? Jeffrey Levine is Chief Planning Officer at Focus Partners, Professor of Practice in Taxation at the American College of Financial Services, and the Lead Financial Planning Nerd at Kitces.com. In other words, he's one of the savviest tax minds in the country. Jeff returns to the show today on Your Money, Your Wealth® podcast number 524 with Joe Anderson, CFP® and Big Al Clopine, CPA, with his thoughts on what will happen to taxes under the new administration, saving for retirement in a Roth IRA vs. a traditional IRA, managing inherited retirement accounts, and the future viability of Social Security. Plus, what should you do with required minimum distributions when you don't need the money to live on? How do you calculate the maximum amount you should convert from your retirement account to a tax-free Roth account, and how much should you convert - or not - to keep RMDs under control? Finally, how can minor beneficiaries avoid probate? Free financial resources & episode transcript: https://bit.ly/ymyw-524 LIMITED TIME SPECIAL OFFER: DOWNLOAD The DIY Retirement Guide by Friday April 11, 2025! WATCH Take Control of Your Retirement Plan on YMYW TV ASK Joe & Big Al for your Retirement Spitball Analysis SCHEDULE your Free Financial Assessment SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 01:05 - Will These Historic Low Tax Rates Be Extended? Insight from Jeff Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™, MSA 19:54 - Make These 3 Investments for a Happy Retirement and Watch Take Control of Your Retirement Plan on YMYW TV 21:06 - What to Do With Required Minimum Distributions When You Don't Need the Money to Live On? (Judi, San Diego) 24:40 - How Much NOT to Convert to Roth to Keep RMDs Under Control? (DH from SoCal) 32:26 - LIMITED TIME SPECIAL OFFER: Download the DIY Retirement Guide by Friday, April 11, 2025! 33:39 - How to Calculate How Much Roth Conversion I Should Do? (Joe, voice) 38:42 - How Can I Reduce My Required Minimum Distributions? (Joel, CA) 40:18 - How Can Minor Beneficiaries Avoid Probate? (Esther, San Francisco) 46:04 - YMYW Podcast Outro