Shows
The Mostly Real Estate Podcast, with Declan Spring#46 - Attorney Loulena Miles - Stepped Up BasisIdeas for the show or to want just to support us? Send us a text!“A well thought out estate plan is an act of love for yourself and your beneficiaries”. So says my guest Loulena Miles. Loulena Miles has been practicing law as a licensed California Attorney since 2003. In our conversation today we will be discussing a very thin slice of California law - stepped-up tax basis. Loulena was a guest previously, on episode 32 of the show, when our conversation covered the basics of estate planning, and the different main documents that are involved in an...
2024-12-2130 min
Rock My Finances w/ Jennifer JostWhat is Estate Planning and do we need it?Do you have your Estate Planning, Living Trust, Wills done. Estate Planning Attorney Loulena Miles will explain who needs what when. Estate plans can be pricey so let's find out if it is necessary for you. Some questions to be answered: Effects of Divorce on Estate Plans. A Short Primer on California's New Right to Die Law. What is a Revocable Living Trust? Traditional IRAs and Estate Planning: A few golden rules to guide you in naming beneficiaries. What is Probate and How to Avoid It.Rock My Finances is broadcast live Thursdays at 1PM PT....
2023-06-0250 minThe Mostly Real Estate Podcast, with Declan Spring#32 - Attorney Loulena Miles - The Basics of Estate PlanningIdeas for the show or to want just to support us? Send us a text!“A well thought out estate plan is an act of love for yourself and your beneficiaries”. So says my guest Loulena Miles. In our conversation we cover the basics of estate planning, and the different main documents that are involved in an estate plan. We talk about how to refresh an estate plan and the hazards of do-it-yourself estate planning. We also spend some time talking about digital assets, and the importance of creating an advanced medical healthcare directive and think...
2023-05-1333 min