Podcasts about Probate

Host Todd Marquardt talks about new Texas business laws on this bonus edition of Talk Law Radio. Marquardt Law Firm sponsors the show and is offering a business deficiencies checklist by emailing welcome@marquardtlawfirm.com include business checklist in the subject line. Attorney Todd Marquardt brings you insightful topics every Saturday morning, but he's not stopping there! Join Todd every Sunday afternoon at 4:30pm for a special bonus segment! He addresses trending and specific topics in more detail with a professional perspective. The mission of Talk Law Radio is to help you discover your legal issue blind spots by listening to me talk about the law on the radio. The state bar of Texas is the state agency that governs attorney law licenses. The State Bar wants attorneys to inform the public about the law but does not want us to attempt to solve your individual legal problems upon the basis of general information. Instead, contact an attorney like Todd A. Marquardt at Marquardt Law Firm, P.C. to discuss your specific facts and circumstances of your unique situation. #Texaslaw #business #businesslaw Like & Subscribe! https://www.youtube.com/@talklawradio3421 Listen here! www.TalkLawRadio.com Work with Todd! https://marquardtlawfirm.com/ Join attorney Todd Marquardt every week for exciting law talk on Talk Law Radio!See omnystudio.com/listener for privacy information.

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

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

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

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

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

In this episode of the Real Estate Pros podcast, host Kristen Knapp speaks with Evan Wagley, a realtor in San Diego. They discuss Evan's journey into real estate, the importance of mindset, and the significance of building strong client relationships. Evan shares his experiences in the real estate market, particularly focusing on his specialty in inheritance and probate sales, and how he finds fulfillment in helping clients navigate these challenging situations. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

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

In this episode of A Question of Law, solicitor Cora Sherlock looks at the question of probate application and discusses how to prepare your own estate. L'articolo A Question of Law – Cora Sherlock – Probate and dealing with Estates proviene da Radio Maria.

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

Justin from Wall Estate Solutions discusses wills and trusts.

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

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 probate, escrow services act as a neutral third-party to hold and manage funds and documents during the sale of estate assets. This ensures a secure and transparent process, protecting both the estate and the buyer, while also facilitating the proper distribution of funds according to the will or court orders.

Today, we look at the first five of ten common estate planning pitfalls that many people either ignore or misunderstand, and we lay out the real-life consequences of those mistakes. Estate planning is important not in terms of wealth, but in terms of reducing stress and preserving relationships when someone passes away. Whether or not someone is wealthy, a proper estate plan can prevent delayed decisions, misallocated assets, and elevated emotions for surviving loved ones - during a very stressful time.The first pitfall we tackle is not having a will at all. If someone dies without a will, their state—not their estate—decides who inherits what, based on legal formulas that ignore personal relationships or intentions. These formulas differ by state and often don't align with what people assume will happen.Next, we highlight the danger of outdated documents. Many people who think they're covered by old wills or plans don't realize that state laws or life changes—like moves, marriages, or children—can render those documents ineffective. We share a story of a family who thought they were protected, only to find out their paperwork didn't align with their current state's laws.Then, we move into beneficiary designations, which can override a will because they're treated as contracts. If those designations are outdated, such as naming an ex-spouse, the wrong person could end up with assets, regardless of what the will says. This is why reviewing beneficiaries regularly is crucial.The fourth pitfall is unfunded trusts. Setting up a trust isn't enough—it has to be funded, meaning the assets need to be formally moved into the trust. Without doing this, the trust is an empty safe, and the probate process still applies. We discuss a case where a well-intentioned trust ended up being completely ineffective because it wasn't properly funded.Finally, we address the lack of incapacity planning. Many people forget to prepare for a scenario where they're alive but unable to make decisions. Without healthcare directives or powers of attorney, families may have to go to court just to pay bills or make medical decisions—adding legal stress to already emotional situations.We wrap up by reiterating the importance of having clear, updated, and legally valid documents in place—not just for your sake, but for those you care about. In Part 2, we'll continue with the next five pitfalls to avoid. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

Estate Planning and Your Home - Tax and Probate pitfalls

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.

Are You Undervaluing Probate Properties Without Realising It? Unmodernised probate properties are being quietly undersold across the UK, and estate agents could be missing a huge opportunity to do better by their clients, especially charities. In this eye opening conversation, property commentator Dan Marsden reveals how too many legacy properties are being pushed out the door at knock down prices, often before they've had a proper chance on the open market. It's costing charities thousands, and damaging the trust the public places in our profession. Dan explains why auction isn't a last resort, but a smarter route to market for the right type of property. Faster sales, stronger prices, total transparency, and no seller fee. This isn't about replacing agents, it's about doing what's best for the client. If you've ever handled a probate property, you need to tune in. Let us know what you think in the comments, are we highlighting a real issue, or making a fuss?

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

 In this jam-packed session, we cover 11 real-world real estate strategies that work—from building your brand vs. brokerage identity, to the #1 probate question attorneys love, to how one simple video got 7,255 views in a week. Whether you're an agent, investor, or just getting started in probate, we discuss how to stand out, secure callbacks, build trust, and win deals through cold calling, YouTube, direct mail, and exceptional client service. 

Tune into our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure and Aged Expired niches!   In today's episode of the All The Leads Mastermind podcast the panel returned to an open forum, fielding real-world questions from agents and investors building momentum in the probate, divorce, and late mortgage space. A new agent shared her first listing win and asked how to prep leads efficiently and build credibility without a website. The team stressed that over-researching wastes time encouraging her to start calling, focus on out-of-state PRs, and lead with value. Aline, Tim, and Alyssa highlighted ATL's tools like ready-made websites, CRMs, and marketing materials that build trust fast. Cam shared how consistent attorney outreach and offering notary and mediation services has grown his business. Bill recapped a wild short sale deal, while Bruce explained how to vary voicemail strategies to trigger callbacks. The episode wrapped with advice on mailing cadence, long-term follow-up, and why persistence often leads to wins months down the road.  

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

Sean Murphy the forefront of eXp Commercial's dynamic expansion, and he joins Probate Weekly to talk about how you can add commercial real estate to your business via probate.

Inheriting a Home Shouldn't Be This Hard…In this episode, Dr. Preston Cherry breaks down why so many families run into legal trouble when passing down their home—and how a Transfer on Death Deed (TODD) can make things much easier.Takeaways:• Avoid probate delays• Keep control while alive• Name your home's heir• Protect emotional legacy• Pair with a trust00:00 Intro00:58 The Importance of Transfer on Death Deeds01:25 Steps to Implement a TOD Deed03:01 Limitations and Considerations04:29 Final ThoughtsGet The Wealth Word — our free weekly newsletter on wealth and well-being: https://wealth.concurrentfp.com/thewealthwordExplore award-winning wealth advisory services: https://www.concurrentfp.com/Read Wealth In The Key of Life by Dr. Preston Cherry: https://drprestoncherry.com/book/Disclosure: Educational content only. Not financial advice. https://www.concurrentfp.com/disclosures/

How to prequalify probate leads on call: In this episode, you'll get a step-by-step probate lead qualification phone script that lets you pre-qualify probate appointments instantly and with confidenceIn the next few minutes, you'll discover exactly how to prequalify probate leads on call without chasing follow-ups. You'll see the best questions to qualify probate leads, learn our “ask and then be quiet” approach for maximum information, and master the urgency triggers that convert more appointments on your first call YouTube SEO Best Practi…Below the fold, we dive deeper into:✅ Why on-the-spot qualification matters for reducing carrying costs✅ The key family-dynamics questions to build trust and authority✅ A complete probate appointment prequalification guide for agents✅ How to handle objections using empathy and urgency✅ The full step by step probate lead qualification process so you never miss critical detailsBy the end, you'll have a Proven Script for on the spot probate lead qualification that you can use immediately to book more qualified probate listings and shorten your sales cycle.

In a bonus episode of How to Run a Law Firm in 2025, Lauren Lester and Mathew Kerbis discuss the complexities and benefits of implementing subscription models in legal services. Mathew offers Lauren insights on how to structure subscription models for different legal practices, such as estate planning, emphasizing the importance of defining subscription benefits and ensuring compliance with ethical rules. They explore ideas like offering annual meetings and quarterly check-ins, leveraging technology for administrative tasks, and partnering with financial planners for added value. Lauren shares her apprehensions about the manual aspects of subscription management and her current fixed fee practice, but remains open to experimenting with new models.__________________________Sign up for Paxton, my all-in-one AI legal assistant, helping me with legal research, analysis, drafting, and enhancing existing legal work product.Get Connected with SixFifty⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, a business and employment legal document automation tool.Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Gavel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, an automation platform for law firms.Check out my other show, the Law for Kids Podcast.Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Law Subscribed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to subscribe to the weekly newsletter to listen from your web browser.Prefer monthly updates? Sign up for the Law Subscribed Monthly Digest on LinkedIn.Want to use the subscription model for your law firm? Sign up for the Subscription Seminar waitlist at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠subscriptionseminar.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mathew Kerbis'⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ law firm ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscription Attorney LLC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get full access to Law Subscribed at www.lawsubscribed.com/subscribe

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 short sales, how they work, when to use them, and why they're making a comeback as late mortgage and distressed property leads rise. Special guest Pam shared insights from over 2,000 short sale transactions, explaining how agents can partner with experts to handle the complex back-end process while staying focused on listing and selling. The discussion covered key documentation, timelines, lender criteria, and how short sales differ from traditional negotiations, emphasizing that banks aren't looking for lowball offers but complete well-documented packages. The team walked through scenarios including probate, divorce, reverse mortgages, and foreclosure, highlighting how short sales can be a solution even weeks before a sale date. Listeners learned how Pam is compensated through buyer-side closing costs, how MLS listing requirements affect investor offers, and why acting early gives agents a huge advantage. The episode closed with a strong call-to-action: use the new submission form at alltheleads.com/shortsale to turn tough leads into closable deals with expert support.

Andrea McNamara, Head of private client law at EY Law

Overwhelmed by probate real estate? Watch this before making your next move.This live coaching call breaks down exactly what to focus on in your first 30–90 days without overthinking or just getting lost on the list of things to do.

5 ways to avoid probate revision

15% Tax for Probate

Imagine having someone looking after YOU as a business owner. Business owners often focus on cash flow, payroll, and acquiring new cash flow.  Neglecting to plan for life-changing events like tragic accidents or temporary disabilities hinders continuity in your business. Andy Fankhauser offers a process to help business owners, their partners, and families make smooth transitions if the owner is incapacitated or worse. After speaking with Andy, I realized I never considered a backup plan for my French-themed inn, in case I couldn't manage it for a few months. I mentioned having $300,000 in life insurance to cover expenses for the inheritor while they sold the property—this only prepares for unexpected death. Andy pointed out that without a method for someone to authorize payroll or pay bills through the business bank, outstanding debts and expenses won't be paid. Life insurance alone is not enough. Andy suggests taking steps with your bank to ensure someone can continue business operations if you're unable to sign those checks or make withdrawals.. He guides you through a preplanning process for both temporary setbacks and death. Andy has over ten years of banking experience and saw firsthand the impact of COVID on business owners. A recurring issue: no plan for alternate people to access business funds if the owner is incapacitated or has passed away. Banks CAN require probate to access funds.  Probate of business accounts can take months to years,  preventing crirical payments. This scenario can be avoided with proper planning—Andy specializes in this area. He looks after YOU as a business owner and helps you avoid catastrophes. ANDY FANKHAUSER aqualuxuryconsulting@gmail.com Andy offers a free resource: “PROBATE PROOF YOUR BUSINESS: THE OWNER'S ACTION WORKBOOK RESOURCES  HERE: PROBATE PROOF YOUR BUSINESS: THE OWNER'S ACTION WORKBOOK https://mail.google.com/mail/u/0/#search/Andy/FMfcgzQbfpMSfLxhmDxWQCLlmsWfLZFC?projector=1&messagePartId=0.1 PROSPERITY and ABUNDANCE KRIYA KUNDALINI YOGA : FEEL YOUR ABUNDANCE. KID FRIENDLY YOGA!  Remember to use an orange https://youtu.be/jRegtSKAZDI?si=wAKsXcr8BKTqCXkJ Fine Wine & Spirits TEQUILLA for sipping NOT margaritas Typical flavors of Tequilla for food pairing: Blanco - unaged or slightly, in neutral oak.  Pair with fish, cheese, light meals such as shrimp salad.  Reposado means rested - it is aged in barrels from a few months to two years.. pair with Mexican food..easy. Anejo- smokey and smooth- grilled meats on the barbeque.. portabello mushrooms, corn on the cob.. big flavors so barbeque flavors are the perfect match. A rare fine Tequilla is available from Zacatecas, Casa Endemica. Organic and Sustainable farmed.    www.allinourminds.com  CONTACT VALERIE HAIL FOR CHANGE MAKERS PLACEMENTS ON WEEKLY PODCASTS vahail1956@gmail.com valerie@allinourminds.com      www.allinourminds.com        

Sinead's guest this week is Dermot Goode. Dermot is the leading expert on healthcare benefits in Ireland. He has over 35 years experience in healthcare having worked with VHI, BUPA Ireland, Cornmarket Healthcare Division and healthcare consultancy roles with Irish Pensions Trust and Mercer Ltd. He established PHI Consulting Ltd (trading as Total Health Cover) in 2009 to provide advice on all aspects of healthcare cover in Ireland and his company was acquired by Lockton Insurance Brokers Ireland (LIBI) in February 2022. He is a Qualified Financial Advisor (QFA) and also holds the APA qualification for general personal lines insurances. 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

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.

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.

Want more real estate listings from motivated sellers? In this episode, Beatty Carmichael shares powerful strategies for prospecting homeowners using Notice of Default (NOD) and probate leads—two of the most overlooked yet high-converting seller sources in today's market. You'll discover: Why Notice of Default leads are a goldmine for listing opportunities How to ethically and effectively approach probate property owners A proven marketing strategy that positions you as the go-to expert How Video Infused Postcards break through the noise and build trust What most agents are doing wrong—and how to stand out Whether you're farming a geographic area or working niche lists, this episode will show you how to turn distressed and inherited properties into consistent listings. Unlock Listings Fast Using Notice of Default (NOD) & Probate Leads | Real Estate Prospecting Tips

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.

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.

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.

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.

HOW BILLIONAIRES AVOID TAXES AND PROBATE WHILE YOU GET SOAKED