Shows
California Estate Planning and ProbateHSA and Your TrustHow can you pass along your HSA when you pass away? Should your HSA be a part of your trust? Listen to this episode to learn about the options and then contact me to discuss your estate and how to protect each of your assets! www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned so...
2023-12-1204 minCalifornia Estate Planning and ProbateCharitable Remainder TrustsCharitable Remainder Trusts If you aren’t sure what this is, you should listen to this one! Then contact me to figure out what the best strategy for your own assets! www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the...
2023-10-1202 minCalifornia Estate Planning and ProbateLeaving Assets to Your GrandchildrenLeaving assets to your grandchildren? Listen to this to see if taxes will be a problem for you! If you’re in California, contact me to schedule a free strategy session. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If y...
2023-10-0305 minCalifornia Estate Planning and ProbateIf you have a loved one who needs but doesn’t have an estate plan, how can you help? Often times weIf you have a loved one who needs but doesn’t have an estate plan, how can you help? Often times we don’t say anything, but in some circumstances we should! Watch to learn more and then contact me! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other...
2023-09-2905 minCalifornia Estate Planning and ProbateWhat if you pass away with children outside of your marriage? Who inherits from you and what percentWhat if you pass away with children outside of your marriage? Who inherits from you and what percentage do they receive? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.co...
2023-09-2604 minCalifornia Estate Planning and ProbateTrust Administration vs. ProbateTrust Administration - What is it, and how is it different than probate? If you or a loved one has a trust, you need to know this information! Contact me for additional information or to set up your trust so that you can avoid probate! www.amandarochalaw.com/contact-us I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hi...
2023-09-1804 minCalifornia Estate Planning and ProbateWhat is a QTIP Trust?What is a QTIP Trust? If you’re married and want to make provisions for what your spouse can do with your property after you pass away, this is for you! Listen to learn more, and then schedule a free consultation/strategy session with me to discuss your situation: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if y...
2023-07-0502 minCalifornia Estate Planning and ProbateWhat is a Bypass Trust?What is a bypass trust, or an A/B trust? If you’ve not heard this term, you may have heard about the concept. Listen to this episode to learn about this strategy that can save you thousands in taxes, and then click the link below to discuss your estate with me for free: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thou...
2023-06-2202 minCalifornia Estate Planning and ProbateWhat is an Estate Tax?What is an Estate Tax? I get it, taxes are complicated and overwhelming. Estate taxes are different for each state, so to determine if your estate will owe estate taxes in California when you have passed away, listen to this episode! Then click the link below to schedule your free strategy session, where I can help you determine the best options for your estate plan: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d...
2023-06-2002 minCalifornia Estate Planning and ProbateWhat is the Difference Between a Durable Power of Attorney and a General Power of Attorney?What is the difference between a Durable Power of Attorney and a General Power of Attorney? You’ve likely heard both terms, and it can be confusing to know what the right choice for you might be. Listen to learn about the difference and to hear my opinion on them. Then schedule a free call with me, a strategy session, by clicking on the link below: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d ap...
2023-06-1503 minCalifornia Estate Planning and ProbateHave you ever wondered how the process works when you pass away with a trust intact?What Happens to Your Trust When You Pass Away? Have you ever wondered how the process works when you pass away with a trust intact? Listen to this episode to learn! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If...
2023-06-1304 minCalifornia Estate Planning and ProbateCan you be the Trustee of your own trust?Can you be the Trustee of your own trust? The answer depends on the kind of trust you have! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning
2023-06-0602 minCalifornia Estate Planning and ProbateWhy a Quit Claim Deed is a Bad IdeaWhy a Quit Claim Deed is a Bad Idea Please don’t use a quit claim deed to transfer title in California if you care about transferring the title at all. Listen to learn about why it isn’t a good idea and just how badly it can backfire. Then contact me to help you transfer title the right way. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you th...
2023-06-0604 minCalifornia Estate Planning and ProbateIndependent Administration of Estates Act or IAEAIndependent Administration of Estates Act- IAEA What is that and why is it important? When it comes to probate, this is a VERY important concept to grasp, especially if you want to have a simplified probate matter. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access th...
2023-06-0603 minCalifornia Estate Planning and ProbateEstate Planning for Single ParentsEstate Planning for Single Parents If you are a single parent, or know of one, you should listen to this episode to learn about the special considerations when estate planning without a spouse and with children. Contact me to discuss your particular scenario: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hi...
2023-04-2503 minCalifornia Estate Planning and ProbateWho Can Act as Trustee if You Do Not Have Children?Who Can Act as Trustee if You Do Not Have Children? For many people, their adult children serve as successor trustees for their trusts. However, many people do not have children. In that case, who can serve that important role? Listen to this episode to learn more! Then schedule a strategy session with me to get your estate plan in order: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if yo...
2023-04-2003 minCalifornia Estate Planning and ProbateWhat is the best way to leave your house to your children?What is the best way to leave your house to your children? If you want to leave your house, there are good and not so good ways to approach it. Here is my opinion about the best way to do so. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other pe...
2023-04-1602 minCalifornia Estate Planning and ProbateWhat Happens To Your Pet When You Die?What happens to your pet when you pass away? If you have pets, listen to this episode! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If yo...
2023-04-1403 minCalifornia Estate Planning and ProbateThe Family BankThe Family Bank Have you heard about this idea? Listen to this episode to learn more about how you can set up a family bank for future generations, then contact me to discuss your particular needs: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps ot...
2023-04-1104 minCalifornia Estate Planning and ProbateEstate Planning for those in Pre-Retirement and BeyondEstate Planning for those in Pre-Retirement and Beyond If you’re interested in hearing about what kinds of things my clients are doing in an estate plan for someone who is about to retire or have already done so, this episode is for you! Contact me to schedule your free strategy session: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podc...
2023-04-0707 minCalifornia Estate Planning and ProbateEstate Planning in Your 40sEstate Planning in Your 40s What does a typical estate plan look like for someone in their 40s? Listen to learn and then schedule a free strategy session with me to discuss your estate: www.amandarochalaw.com/contact-us I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people ac...
2023-04-0504 minCalifornia Estate Planning and ProbateEstate Planning for 18 year oldsWhat kind of estate planning documents would an 18 year old need? Most 18 year olds do not have many assets of their own, but are still human beings in need of protections in case of an emergency, as their parents can no longer assist in times of need. Listen to learn about what documents are necessary for every person when they reach the age of 18. Then contact me to make sure those documents are properly drafted and cover what you intend to cover! -- I love helping people and make these podcasts to...
2023-04-0104 minCalifornia Estate Planning and ProbateEstate Planning in your 20sEstate Planning in your 20s Here’s an example of a typical estate plan for someone in their twenties. To figure out what might work best for you, contact me for a free strategy session! www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It help...
2023-04-0103 minCalifornia Estate Planning and ProbateEstate Planning in Your 30sWhat does a typical estate plan look like for someone in their 30s? Here is an example for the average 30-something. Contact me to get started today! Schedule a free strategy session: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps ot...
2023-04-0104 minCalifornia Estate Planning and ProbateCan your spouse disinherit your children after you pass away?Can your spouse disinherit your children after you pass away? This is a hot topic in some of my meetings between couples who feel very strongly that their spouse should not have the power to amend anything once the first passes away. If you have children outside of your marriage, this is even more of a concern. Listen to learn more, then contact me to schedule a free strategy session to prevent this from happening to you! www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts...
2023-03-2302 minCalifornia Estate Planning and ProbateWhat is a Probate Referee?What is a Probate Referee? Hint: it’s not a mediator or someone hired to deal with disagreements! If you haven’t gone through the probate process before, you’ve likely never heard of this person. Listen to this episode to learn about who they are and why they are assigned to probate matters. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast...
2023-03-2003 minCalifornia Estate Planning and ProbateProtecting Special Needs ChildrenHow can you protect your special needs child? One important thing to do is to ensure that you are setting them up for assistance and not accidentally harming them with their inheritance. Listen to this episode to learn more about special needs trusts. Then contact me to discuss your specific situation: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of th...
2023-03-1603 minCalifornia Estate Planning and ProbateWho Has a Right to See a Trust?Who Has a Right to See a Trust? If you create a trust or if a loved one has a trust, who has a right to see it? One thing it always true, if a Judge orders you to produce a copy, you must. Outside of a courtroom, does anyone else have that right? Contact me with questions about this or to set up a trust for yourself to avoid probate and ensure that your assets are passed along to your loved ones. -- I love helping people and make these...
2023-03-1303 minCalifornia Estate Planning and ProbateShould your Life Insurance list your Trust as a Beneficiary?Should your Life Insurance list your Trust as a Beneficiary? If you have a trust, should you change the beneficiary of your life insurance policy? Listen to learn more. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to...
2023-03-1002 minCalifornia Estate Planning and ProbateDo you Need a Trust and an LLC?Do you Need a Trust and an LLC? If you own a business or investment properties, which do you need? Listen to learn about whether you need both and if so, how they work together. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast to...
2023-03-0704 minCalifornia Estate Planning and ProbateSmall Business Owners and Estate PlanningSmall Business Owners: Do you need to include your business in your estate plan? You may have heard about business succession planning, but did you know that your personal estate plan may need to include permissions for someone to wrap up your business or transfer it should something happen to you? Listen to learn more! I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if yo...
2023-03-0203 minCalifornia Estate Planning and ProbateWill your Daughter in Law or Son in Law Inherit from you?Will your Daughter in Law or Son in Law inherit from you? If you are concerned about your child’s spouse getting an unintentional inheritance from you, listen to this episode to learn more. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. --
2023-02-2805 minCalifornia Estate Planning and ProbateAirBnbs/Rental Properties and Estate PlanningDo you have AirBnBs or Rentals? If so, this is for you. Besides limiting liability for yourself, have you factored in what happens when you become incapacitated or pass away? What about avoiding probate? Listen to learn more. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access th...
2023-02-2503 minCalifornia Estate Planning and ProbateAvoiding Probate without a TrustAvoiding Probate Without a Trust Is it possible to avoid probate without having a trust? If so, what are the tools needed to do this? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate pl...
2023-02-2306 minCalifornia Estate Planning and ProbateTrusts and Modular/Mobile HomesDo you need a trust if you have a mobile or modular home? Even if your home is not a probate asset, is a trust still a good idea? Listen to learn about why you should or shouldn’t have a trust in this scenario. I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and revi...
2023-01-2804 minCalifornia Estate Planning and ProbateModular and Mobile Homes and ProbateDo modular and mobile homes count as probate assets? Not all modular and mobile homes are treated equally, so listen to find out if probate will be an issue. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk mo...
2023-01-2703 minCalifornia Estate Planning and ProbateSmall Estate RecoveryHow do you transfer property when probate is not necessary? If you are dealing with a small estate, probate will not be an option for retrieving property, but there are still things to do. Listen to learn about a few tools to use when you are in this situation. www.amandarochalaw.com/contact-us https://www.courts.ca.gov/documents/Affidavit_personal_property.pdf -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a...
2023-01-2604 minCalifornia Estate Planning and ProbateDo Renters Need an Estate Plan?RENTERS: Do you need an estate plan? What qualifies as an estate anyway? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more ab...
2023-01-1706 minCalifornia Estate Planning and ProbateTitle No No’sTitle No No’s... What NOT to do with the title of your house. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more...
2023-01-1005 minCalifornia Estate Planning and ProbateWhat is the downside to a revocable living trust?What is the downside to a revocable living trust? Are there any downsides? This is a question many people have asked me, and you may have wondered yourself. Listen to learn what my opinion is about the potential downside. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people ac...
2023-01-0704 minCalifornia Estate Planning and ProbateWhat do you need to do when your parent dies?What do you need to do when your parent dies? Outside of planning their funeral, there are other important steps to take. This podcast gives you a starting point. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to ta...
2023-01-0508 minCalifornia Estate Planning and ProbateDo you need a prenuptial agreement or an estate plan...or both?Do you need a prenuptial agreement or an estate plan...or both? This can be confusing as some of the aims accomplish the same thing, however there are major differences between these documents and the answer will depend on what you actual want to do. Listen to this episode to discover what the differences are and what you might need. To schedule a strategy session go here: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts...
2023-01-0303 minCalifornia Estate Planning and ProbateHave you heard about transfer on death deeds?Have you heard about transfer on death deeds? I have BIG opinions about them, listen to see why! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If yo...
2022-12-2204 minCalifornia Estate Planning and ProbateWhat are the tax considerations with estate planning? Maybe you’re curious about death taxes, capitWhat are the tax considerations with estate planning? Maybe you’re curious about death taxes, capital gains, or filing taxes for an estate. Listen to learn about the considerations you should make when creating an estate plan and what you should consider about your own estate. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and revi...
2022-12-2105 minCalifornia Estate Planning and ProbateCan you get a trust when you have a mortgage?Can you get a trust when you have a mortgage? Most people that I’ve spoken with have a mortgage on their homes, and many of them ask this question. They also want to know what the exceptions are, if there are any. Listen to learn the answer to this common question. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned some...
2022-12-1402 minCalifornia Estate Planning and ProbateWhat CA Realtors Should Know About ProbateCalifornia Realtors: Here is what you should know about probate! Whether your client is trying to sell a house during the probate process, or your client is buying a house and is worried about avoiding probate, this podcast is to help you understand the probate process as it pertains to your job! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hi...
2022-08-2005 minCalifornia Estate Planning and Probate10 Things CA Realtors Need to Know about TrustsCalifornia Realtors: Here are 10 things you need to know about trusts If you are selling homes to clients or if you are buying a house, you need to know about trusts! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to...
2022-08-1705 minCalifornia Estate Planning and Probate3 Elements of an Estate Plan3 Elements of an Estate Plan- What are the elements you might ask, watch to find out! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you wa...
2022-08-1303 minCalifornia Estate Planning and ProbateDoes a trust change the nature of your property?If you put separate property into a joint trust, does it become community property and vice versa? Maybe this hasn’t crossed your mind at all, but this information is important! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want...
2022-08-1203 minCalifornia Estate Planning and ProbateIs your inheritance community property?Is your inheritance community property? If you have an existing inheritance or expect one in the future, it’s good to know the nature of the property you are inheriting. Unlike income, inheritance is treated differently when it comes to community property. Listen to learn more! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe butt...
2022-08-0904 minCalifornia Estate Planning and ProbateJust say NO to downloading Estate Plan documentsJust say NO to downloading your estate plan documents! If you want to hear about some mistakes I’ve seen on these documents, listen to this. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about esta...
2022-08-0405 minCalifornia Estate Planning and ProbateHow can you protect your assets from probate?How can you protect your assets from probate? Different types of assets require different treatment! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to...
2022-06-3003 minCalifornia Estate Planning and ProbateCan my adult child be my trustee?Can my adult child be my trustee? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate
2022-06-2803 minCalifornia Estate Planning and ProbateHow do you find out if you are an heir or beneficiary?How do you find out if you are an heir or beneficiary? If you suspect you could be an heir or beneficiary, this is for you! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about es...
2022-06-2405 minCalifornia Estate Planning and ProbateIs it too late for you?Is it too late for you? When is it too late to make an estate plan? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you wa...
2022-06-2302 minCalifornia Estate Planning and ProbateIs life insurance enough to protect your family?Is life insurance enough to protect your family? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/cl...
2022-06-2104 minCalifornia Estate Planning and ProbateCan your step parent change your inheritance?Can your step parent change your inheritance? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate
2022-06-2004 minCalifornia Estate Planning and ProbateWhat happens to your email when you pass away?What happens to your email when you pass away? Can it be accessed or deleted? --- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to...
2022-06-1903 minCalifornia Estate Planning and ProbateHow Do You Find a Copy of a Trust?How Do You Find a Copy of a Trust? I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate
2022-06-1704 minCalifornia Estate Planning and ProbateWhat information do you need before you start your estate plan?What information do you need before you start your estate plan? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://ww...
2022-06-1503 minCalifornia Estate Planning and Probate"I’ll let them sort it out""I’ll let them sort it out" - I hear it often, and there is nothing wrong with leaving the details to your beneficiaries, however, how you leave it to them to sort it out matters. Listen for more information and to see a very special little guest at the end of this one! www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of t...
2022-05-1204 minCalifornia Estate Planning and Probate"I’ll let them sort it out" - I hear it often, and there is nothing wrong with leaving the details"I’ll let them sort it out" - I hear it often, and there is nothing wrong with leaving the details to your beneficiaries, however, how you leave it to them to sort it out matters. Listen for more information and to see a very special little guest at the end of this one! www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of t...
2022-05-1204 minCalifornia Estate Planning and ProbateIs your Estate Plan Tax Deductible?Is your estate plan tax deductible? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate...
2022-03-2803 minCalifornia Estate Planning and ProbateWhat is a Trust Protector?What is a Trust Protector? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate --
2022-03-0407 minCalifornia Estate Planning and ProbateWhat is a Trust Protector?www.amandarochalaw.com/contact-usEducational purposes; attorney adverWhat is a Trust Protector? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to talk more about probate: https://www.amandarochalaw.com/click-probate --
2022-03-0407 minCalifornia Estate Planning and ProbateWhat Happens With a Joint Trust in a Divorce?What happens to your joint trust during and after a divorce? We know that assets are divided during a divorce, but what about assets held in trust? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more ab...
2022-03-0405 minCalifornia Estate Planning and ProbateWhy you shouldn’t leave your estate for your spouse to wrap up!Don’t rely on your spouse to wrap up your estate if you pass away first! This is a common agreement between spouses and it doesn’t work! There is almost always something that was unknown or will require a court document to obtain. It’s not worth the time or money to risk it. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you lear...
2022-01-2705 minCalifornia Estate Planning and ProbateFunding Your Trust With a Life Insurance PolicyShould you fund your trust with your life insurance policy? OR should your life insurance policy be owned by your trust? OR should you do neither? Listen to learn about which, if any, option is best for you! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps ot...
2022-01-0604 minCalifornia Estate Planning and ProbateFunding your Trust with Your IRAShould you fund your trust with your IRA? Just because you can, does not mean you should! Listen to learn more about whether it’s a good idea to fund your trust with your IRA. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too...
2022-01-0403 minCalifornia Estate Planning and ProbateWhat to do when someone passes away with a TrustWhat to do when someone who had a trust passes away, also known as trust administration. If you are someone’s trustee, or if you have a family member who passed away who had a trust, this is important information! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people acce...
2021-12-2806 minCalifornia Estate Planning and ProbateEstate Planning Considerations for Non CitizensEstate Planning considerations for non US citizens: If you are a non-citizen or plan to use a non-citizen as a trustee for your trust...please listen to this pod! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to ta...
2021-12-1303 minCalifornia Estate Planning and ProbateVehicles and Estate PlanningHow do vehicles pass upon your death? This podcast explains how to pass along your vehicles with and without an estate plan. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.am...
2021-12-0906 minCalifornia Estate Planning and ProbateLetters of IntentLetters of Intent Is it a good or bad idea to draft a letter to your beneficiaries when you have an estate plan in place? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate pl...
2021-12-0704 minCalifornia Estate Planning and ProbateWhat is a springing power?What is a springing power? If you’ve heard about a springing power of attorney, but aren’t sure what that means, this is for you! If you have a power of attorney or are an agent for someone else, this is important information to know. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button...
2021-12-0702 minCalifornia Estate Planning and ProbateLegacy VideosCreating a video for your loved ones to accompany your will or trust, known as a legacy video, is a way in which you can make your estate plan more personal. Legacy videos are popular in movies about people who receive an inheritance, but they actually exist! To learn about how to make a legacy video on your own, listen to this episode! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me...
2021-11-0505 minCalifornia Estate Planning and ProbateHow Estate Planning Can Save Your MoneyLet’s save your money! An estate plan has the ability to save you (and your beneficiaries) many thousands of dollars. To learn about how estate planning can save you money, listen to this episode. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too...
2021-11-0105 minCalifornia Estate Planning and ProbateWhich estate planning documents are good after you move?Which estate planning documents are good after you move? If you move from state to state, some of your documents will no longer work for you, while others may remain active and good. Listen to find out which documents are good through a move. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate an...
2021-10-2703 minCalifornia Estate Planning and ProbateHow Estate Planning and Financial Planning Work TogetherHow Estate Planning and Financial Planning Work Together If you have ever met with either an estate planning attorney or a financial advisor, you’ll know that there are areas of overlap, however, they do not accomplish the same goal. This podcast is to help you understand the role of each and how they work together to help you protect your assets. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know...
2021-10-2505 minCalifornia Estate Planning and ProbateAvoid Giving Your Ex an InheritanceAvoid Giving Your Ex an Inheritance If you think it’s as easy as splitting up, think again! Watch to learn how to avoid unintentionally giving your ex some or all of your assets when you pass away. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podc...
2021-10-2504 minCalifornia Estate Planning and ProbateEstate Planning for Unmarried CouplesEstate Planning for Unmarried Couples: Did you know that there is no such thing as a common law marriage in California? If you pass away without an estate plan most, if not all, of your property will go to someone other than your significant other. The only exception is when you jointly own certain kinds of property. In addition, your significant other has no say in what happens to you medically if you become incapacitated without certain documents filled out. There are ways to prevent that from happening. Strategic estate planning allows you to...
2021-10-1307 minCalifornia Estate Planning and ProbateTop 5 Estate Planning MistakesTop 5 Estate Planning Mistakes Here are the most common estate planning mistakes, shared in the hopes that you don’t make them yourself! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www...
2021-10-1206 minCalifornia Estate Planning and ProbateProbate: Inventory and Appraisal FormProbate: Inventory and Appraisal Form If you are going to file a probate case you will have to submit an inventory and appraisal form. This episode gives you a short overview of what types of assets are included on this form. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other pe...
2021-10-0604 minCalifornia Estate Planning and ProbateProbate: A 30,000 ft. ViewProbate: A 30,000 ft. View Here is an overview of the probate process with more detail than the "What is Probate" episode. If you are curious as to how a probate case proceeds, here is some insight for you! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people ac...
2021-09-3006 minCalifornia Estate Planning and ProbateNew or expecting parents, what do you NEED when your child is born?New or expecting parents, what do you NEED when your child is born? When it comes to having a child, there is so much to think about. One area that often goes unnoticed is estate planning. There are 4-5 documents that are CRUCIAL for parents to have, regardless of their children’s ages, however the sooner the better. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of t...
2021-09-2705 minCalifornia Estate Planning and ProbateWhat College Students Need to Know About Estate PlanningWhat College Students Need to Know About Estate Planning If you have a college (aged) child or are in college, listen up! WHEN YOU TURN 18, THERE ARE LEGAL IMPACTS! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you wa...
2021-09-2107 minCalifornia Estate Planning and ProbateWhat rights do beneficiaries have?What rights do beneficiaries have? If you are the beneficiary of a trust, do you have any rights and what are your rights? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://ww...
2021-09-1606 minCalifornia Estate Planning and ProbateHow to find out if someone had a will or trustHow to find out if someone had a will or trust- If you suspect that you may be a beneficiary of a will or trust but do not have a copy, how do you go about getting a copy? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access th...
2021-09-1405 minCalifornia Estate Planning and ProbateWhen do I need to update my estate plan?If you aren’t sure what would trigger an update to your existing will or trust (or both), listen to learn more. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning
2021-09-1304 minCalifornia Estate Planning and ProbateWhy have a joint trust with your spouse?Why you should have a joint trust with your spouse: Perhaps you think only one of you needs a trust, however there are reasons why a joint trust is beneficial and one of those reasons is that it will save you money! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps ot...
2021-09-1005 minCalifornia Estate Planning and ProbateWhat if there are no beneficiaries?What if there are no beneficiaries listed? If someone passes away with a beneficiary account and the beneficiaries are missing, pre-deceased the account owner, or are otherwise unable to take, what happens? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If yo...
2021-09-0804 minCalifornia Estate Planning and ProbateCollections/collectablesAre you a collector? Do you have a collection of items that someone left to you? If so, this is a MUST LISTEN! I am discussing tactics for protecting your collection from liquidation or destruction. I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too....
2021-09-0703 minCalifornia Estate Planning and ProbateFAQs re: TrustsFAQs re: Trusts If you have any questions about trusts, listen to this first! I answer the most common questions that I receive for your convenience! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about es...
2021-09-0307 minCalifornia Estate Planning and ProbateFAQs re: WillsFrequently asked questions about wills: I’m answering the most commonly asked questions about wills in today’s pod. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning...
2021-08-3105 minCalifornia Estate Planning and ProbateDoes Intent Matter?Does intent matter? In some instances, intent is the deciding factor, however when it comes to whether your estate plan is valid...it depends! Listen to learn more! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to ta...
2021-08-2704 minCalifornia Estate Planning and ProbateFamily HeirloomsFamily Heirlooms How do you ensure that the family heirlooms go to the intended people? Listen to learn about the only way to safeguard your wishes! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk mo...
2021-08-2604 minCalifornia Estate Planning and ProbateShould you get married or buy a house first?Should you get married or buy a house first? This is a struggle for many millennials and Gen. Z folks these days. Listen to find out my perspective as an estate planning attorney. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too....
2021-08-2405 minCalifornia Estate Planning and ProbateAging ParentsAging parents? What can you do to help them protect themselves and their legacy? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If you want to ta...
2021-08-1904 minCalifornia Estate Planning and ProbateWhat’s the risk of NOT having an estate plan?What’s the risk of NOT having an estate plan? If you aren’t sure why you need these documents, listen to this to learn exactly what you are risking. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to tal...
2021-08-1204 minCalifornia Estate Planning and ProbateIs it too late to make an Estate Plan?Is it too late to make an Estate Plan? Is it ever too late? Watch to learn more! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning If...
2021-08-1003 minCalifornia Estate Planning and Probate3 Things Good Parents Do3 Things Good Parents Do If you are a parent at any stage, whether you have a newborn or adult children, listen to this! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too. -- If you want to talk more about estate planning: https://ww...
2021-08-1005 min