Episode Summary:
In this crucial episode, Brian Chew explains why owning a vacation home, rental property, or inherited land in another state can turn into a nightmare of ancillary probates, extra attorneys, and tens of thousands in unexpected fees. Brian reveals the simple fix that lets one California trust own property nationwide, the LLC pitfalls most owners miss, and why family vacation homes often end up being sold anyway — but only after proper planning.
Key Timestamps:
00:01 – Show Introduction
00:50 – The Real Cost of Probate on Out-of-State Property
02:00 – Ancillary Probate: One Property = One Extra Court Case
04:00 – California Probate vs. Other States: Same Pain, New Court
05:00 – Biggest Mistake: Having a Trust But Forgetting to Fund It
06:30 – LLCs for Rentals: Protection vs. Triggering the Due-on-Sale Clause
08:00 – Inheritance Tax Surprises in Other States
09:00 – Real Stories: Families Stuck in Multi-State Probate Hell vs. Smooth Transfers
10:30 – Exact Steps to Fix It Today (It Works in 49 States)
11:30 – Family Vacation Homes: Dream vs. Reality
12:30 – Closing Resources
About the Show:
"Estate Planning Beyond the Binder with Brian Chew" goes deeper than documents to protect families, businesses, and legacies. Brian Chew delivers 25+ years of real-world strategies so nothing you’ve built is left to chance.
