Podcasts about Probate

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!

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.

15% Tax for Probate

5 ways to avoid probate revision

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.

What is your vision for a happy life for yourself and those you love? In today's show we will share some ideas that have worked for others to realize a happy, more prosperous life. Probate and Estate Planning attorney, Preston Wilson, shares the answers to frequently asked questions, and warnings for some questions that should have been asked but didn't get asked.

On this episode: Don’t be Bad Santa when sending money and assets to your children. The upside and downside of living into your 90s. A down stock market isn’t your only enemy in retirement. 4 trillion dollars are in these funds in 401(k)s and maybe they shouldn’t be. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Having an estate plan is very important. It ensures not only that your legacy is protected, but that you've planned for disruptions in your health and well being while you're alive. It's part of making sure that you are prepared for life's challenges (and the ultimate end of your life). But how you draft and prepare that plan can make a difference in avoiding problems when those documents are needed, especially your will. To tell us about how to avoid probate nightmares I talked with Certified Financial Planner Cameron Zabko on what you should do. In this episode you will learn about: - Challenges Facing Surviving Spouses - The "Widow's Tax" - Probate Pitfalls to Avoid - Not to Miss Estate Planning Tips - The Importance of Succession Planning for Your Small Business

Tune into our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure and Aged Expired niches!In today's episode of the All The Leads Mastermind podcast, the conversation focused on creating long-term success in probate real estate by building systems, setting realistic expectations, and leveraging multi-channel outreach. The panel explored how to shift your mindset from short-term wins to building a predictable business model—emphasizing that probate is a long game that often converts after 6 to 12 months. Bill shared his strategy of weekly mailing campaigns and personalized follow-ups that continue producing deals months later, while Bruce broke down how to turn common objections like “we have an attorney” into deeper conversations and future opportunities. New agent Melinda received tactical advice on overcoming DNC roadblocks, refining her call scripts, and segmenting lead lists for smarter follow-up. Patty and Michelle sparked a lively discussion on when to use virtual assistants versus handling calls personally, especially when building rapport with families in distress. The team also highlighted the opportunity with late mortgage leads, with tips on approaching these homeowners with empathy, avoiding “trigger words,” and connecting them to investors and creative solutions before foreclosure strikes. The episode wrapped with a discussion on mailing cadence, long-term drip campaigns, and why combining phone, print, and digital touches is key to winning trust and staying top-of-mind in any market.

Real Estate Expert & Best-Selling Author, Gerald Lucas reveals an easy way for homeowners to avoid probate when their property is transferred.

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.

Tune into our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure and Aged Expired niches!In today's episode of the All The Leads Mastermind podcast, the spotlight was on how to unlock referral goldmines by building strong relationships with probate and family law attorneys. The panel shared real-world tactics—from gift-giving to gatekeeper rapport—for breaking through and winning attorney referrals without needing to offer leads in return. Aline detailed how a short attorney meeting turned into multiple referrals, while Cam explained how social media, door-knocking, and TikTok helped him become a trusted probate resource. The team also discussed packaging your services into a three-part value proposition, the power of paralegals as allies, and how attorney testimonials can elevate your credibility. The episode wrapped with advice on navigating delayed title issues, the rise in late mortgage leads, and how to take action on motivated seller opportunities before they hit the market. 

When someone passes away, their estate typically goes through one of two processes: probate or trust administration. These options appeal to different people for different reasons—and misinformation is common—so we receive many questions, especially on probate. Join Jeff as he explains the process of probate administration in Pennsylvania. It's important to understand whether you're an executor, a beneficiary, or someone planning for their family's future.     WHAT YOU NEED TO KNOW (00:00) Episode introduction. (03:15) Probate is the legal process for distributing assets that are not jointly owned or attached to a beneficiary. (04:33) Powers of attorney become invalid at the time of death.   (05:54) In Pennsylvania (PA), probate and trust administration are very similar. For probate, an executor is sworn in.  (06:37) To be sworn in, the personal representative provides their law firm (or the Register of Wills) with the death certificate and the original will.  (07:56) The executor is liable for ensuring that probate is handled correctly, so many people use a law firm. (09:09) The law firm provides notices to heirs and creditors and determines date-of-death values for all assets.  (10:17) Making a tax prepayment within three months after death results in a 5% discount on the inheritance taxes owed. The inheritance tax return must be filed within nine months of death, but an extension, with interest, is possible.  (12:27) A partial distribution can be made. Final distributions require the signing of receipts and releases.   (14:46) A fiduciary return must be filed if there were gains in an estate account. (18:15) Most institutions will not allow testamentary trusts under a will. (18:45) You are not required to hire an attorney for probate, but an attorney can shoulder the work and risk for you.  (23:09) An executor is entitled to an executor's commission.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/      

HOW BILLIONAIRES AVOID TAXES AND PROBATE WHILE YOU GET SOAKED

Whether you're just starting or fine-tuning your process, this video breaks down high-impact strategies for probate, lead management, marketing, and content creation.

Tune into our weekly LIVE Mastermind Q+A Podcast for expert advice, peer collaboration, and actionable insights on success in the Probate, Divorce, Late Mortgage/Pre-Foreclosure and Aged Expired niches!In today's episode of the All The Leads Mastermind podcast, the focus was on turning objections into opportunities when working divorce leads. The team tackled a subscriber question about handling attorneys who say, “I already have a realtor,” and shared strategies for positioning yourself as a neutral, value-driven resource. They also explored the growing issue of outbound calls being flagged as spam, with tips on how to test your number, avoid call blocking, and protect your reputation with the carriers. A standout moment came when a subscriber described how they use ChatGPT and property photos to create rehab estimates and scope of work reports—an efficient way to generate offers and impress sellers. The conversation wrapped with advice for investors on building buyer networks through REI groups and Facebook communities, and a reminder that the most effective lead conversion strategies blend phone, mail, online credibility, and real relationships—executed with consistency and empathy.

Paperwork is boring, and we all try to avoid it. While estate planning is a lot of paperwork, it is a crucial part of making sure your children and family are taken care of after you're gone. Listen in as Nate Reineke and Ben Utley chat with special guest Christine Roberts, an estate planning attorney with a background in ERISA law and over 30 years of experience. She breaks down some common misconceptions and mistakes physicians make when setting up trusts and wills, and delves into how a good estate planning attorney can help you avoid pitfalls. They also look at control group rules and how physicians may be messing up their retirement plans without even realizing it. If you are in Santa Barbara, or California, and want to work with Christine, you can contact her at croberts@mullenlaw.com or (805) 966-1501 Are you ready to turn worries about taxes and investing into all the money you need for college and retirement? It's time to make a plan and get on track. To find out if we're a match visit physicianfamily.com and click get started or, you can ask a question of your own by emailing podcast@physicianfamily.com. See marketing disclosures at physicianfamily.com/disclosures

Paperwork is boring, and we all try to avoid it. While estate planning is a lot of paperwork, it is a crucial part of making sure your children and family are taken care of after you're gone. Listen in as Nate Reineke and Ben Utley chat with special guest Christine Roberts, an estate planning attorney with a background in ERISA law and over 30 years of experience. She breaks down some common misconceptions and mistakes physicians make when setting up trusts and wills, and delves into how a good estate planning attorney can help you avoid pitfalls. They also look at control group rules and how physicians may be messing up their retirement plans without even realizing it. If you are in Santa Barbara, or California, and want to work with Christine, you can contact her at croberts@mullenlaw.com or (805) 966-1501Are you ready to turn worries about taxes and investing into all the money you need for college and retirement? It's time to make a plan and get on track. To find out if we're a match visit physicianfamily.com and click get started or, you can ask a question of your own by emailing podcast@physicianfamily.com. See marketing disclosures at physicianfamily.com/disclosures

We sit down with estate planning attorney Christopher Reeves of Reeves Law, P.C. to break down the essentials of protecting and transferring wealth. From the core documents every estate plan needs — like wills and powers of attorney — to the differences between probate and non-probate assets, Chris explains it all in plain English.  Original Air Date: June 7, 2025 Read the Article: https://www.henssler.com/you-cant-take-it-with-you-but-you-can-decide-who-gets-it 

We are digging into the tough subject of PROBATE today. Asking all the questions:What is probate?What happens when you HAVE to sell a house?How does selling a house in probate work?How do people get taken advantage of?When did DFW home values actually dip? Ian and Todd discuss.The luxury market is super healthy right now! There's a new private gated golf course community located in southwest Fort Worth. So what's next for that area? There is still a ton of land out there. Some of it will inevitably be commercial to cater to all the new homes coming to the area, but there will likely be more residential coming as well.We value families! We want you to have the BEST HOME but also the BEST possible LIFE in your home! Which is WHY we made our 2025 Edition of the Summer Fun Guide! Grab your FREE copy at dallashomerealty.comCall or TEXT us with your questions for the show -214-310-0008!Check your HOME BUYER READINESS in less than 90 seconds! Take this quiz! https://homebuyerreadiness.scoreapp.com/p/home-buyer-readiness-scorecard-2

 In this episode of “Henssler Money Talks, we kick things off with a market update covering the latest Personal Consumption Expenditures (PCE) data, University of Michigan Consumer Sentiment readings, and ongoing trade talks impacting global markets. Then we sit down with estate planning attorney Christopher Reeves of Reeves Law, P.C. to break down the essentials of protecting and transferring wealth. From the core documents every estate plan needs — like wills and powers of attorney — to the differences between probate and non-probate assets, Chris explains it all in plain English. We dive into when and why you might need a trust, how various life scenarios affect your estate planning strategy, and how often you should a review of your plan. Whether you're married, single, have children, or just starting to think about the future, this episode offers practical insights for securing your legacy. Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — June 7, 2025  |  Season 39, Episode 23  Timestamps and Chapters 1:58: Trade Talks with China, PCE Deflator, and Consumer Sentiment 22:43: Interview with Christopher Reeves, Esq. Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

In this powerful episode of The Mike Litton Experience, we sit down with Frank Macri, JD, a remarkable real estate expert and legal professional who has built a thriving business by serving families in the most delicate life transitions — probate, divorce, and bankruptcy. Frank shares how his background as a lawyer uniquely positioned him […]

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