California Estate Planning and Probate
156 episodes - English - Latest episode: 5 months ago - ★★★★★ - 10 ratingsAmanda Rocha is an estate planning and probate attorney in California. The podcast discusses common questions in these areas as well as key tips. You can expect topics on wills, trusts, conservatorships, probate, asset management, guardianships, financial tips, and more.
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Episodes
HSA and Your Trust
December 12, 2023 21:08 - 4 minutes - 4.18 MBHow 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 somethin...
Charitable Remainder Trusts
October 12, 2023 20:10 - 2 minutes - 2.3 MBCharitable 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 help...
Leaving Assets to Your Grandchildren
October 03, 2023 19:22 - 5 minutes - 4.78 MBLeaving 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 ...
If you have a loved one who needs but doesn’t have an estate plan, how can you help? Often times we
September 29, 2023 18:16 - 5 minutes - 5.28 MBIf 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 oth...
What if you pass away with children outside of your marriage? Who inherits from you and what percent
September 26, 2023 19:44 - 4 minutes - 3.92 MBWhat 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 pla...
Trust Administration vs. Probate
September 18, 2023 18:38 - 4 minutes - 3.74 MBTrust 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 so...
What is a QTIP Trust?
July 05, 2023 18:26 - 2 minutes - 2.06 MBWhat 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 th...
What is a Bypass Trust?
June 22, 2023 21:08 - 2 minutes - 2.1 MBWhat 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 thought...
What is an Estate Tax?
June 20, 2023 21:51 - 2 minutes - 2.42 MBWhat 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 ...
What is the Difference Between a Durable Power of Attorney and a General Power of Attorney?
June 15, 2023 20:59 - 3 minutes - 2.97 MBWhat 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 leg...
Have you ever wondered how the process works when you pass away with a trust intact?
June 12, 2023 22:07 - 4 minutes - 4.29 MBWhat 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....
Can you be the Trustee of your own trust?
June 06, 2023 20:56 - 2 minutes - 1.88 MBCan 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.amandaroch...
Why a Quit Claim Deed is a Bad Idea
June 06, 2023 19:57 - 4 minutes - 4.27 MBWhy 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 thought of the podca...
Independent Administration of Estates Act or IAEA
June 06, 2023 19:55 - 3 minutes - 2.88 MBIndependent 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 rev...
Estate Planning for Single Parents
April 25, 2023 21:08 - 3 minutes - 3.47 MBEstate 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 p...
Who Can Act as Trustee if You Do Not Have Children?
April 20, 2023 17:17 - 3 minutes - 2.92 MBWho 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 conce...
What is the best way to leave your house to your children?
April 16, 2023 03:29 - 2 minutes - 2.52 MBWhat 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 people...
What Happens To Your Pet When You Die?
April 13, 2023 22:33 - 3 minutes - 2.99 MBWhat 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....
The Family Bank
April 11, 2023 19:15 - 4 minutes - 4.24 MBThe 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 but...
Estate Planning for those in Pre-Retirement and Beyond
April 06, 2023 23:35 - 7 minutes - 6.62 MBEstate 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...
Estate Planning in Your 40s
April 05, 2023 19:51 - 4 minutes - 4.42 MBEstate 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...
Estate Planning for 18 year olds
April 01, 2023 16:54 - 4 minutes - 4.38 MBWhat 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 mak...
Estate Planning in your 20s
April 01, 2023 16:53 - 3 minutes - 3.44 MBEstate 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...
Estate Planning in Your 30s
April 01, 2023 16:48 - 4 minutes - 3.77 MBWhat 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, rat...
Can your spouse disinherit your children after you pass away?
March 23, 2023 16:53 - 2 minutes - 2.16 MBCan 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 peopl...
What is a Probate Referee?
March 20, 2023 19:32 - 3 minutes - 3.26 MBWhat 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 po...
Protecting Special Needs Children
March 16, 2023 18:08 - 3 minutes - 2.88 MBHow 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 sec...
Who Has a Right to See a Trust?
March 13, 2023 17:06 - 3 minutes - 3.01 MBWho 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 podcasts to help non-lawyers learn a little ...
Should your Life Insurance list your Trust as a Beneficiary?
March 10, 2023 18:14 - 2 minutes - 2.31 MBShould 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 to...
Do you Need a Trust and an LLC?
March 07, 2023 17:59 - 4 minutes - 4.06 MBDo 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...
Small Business Owners and Estate Planning
March 02, 2023 21:59 - 3 minutes - 3.28 MBSmall 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...
Will your Daughter in Law or Son in Law Inherit from you?
February 28, 2023 17:50 - 5 minutes - 4.84 MBWill 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 a...
AirBnbs/Rental Properties and Estate Planning
February 25, 2023 22:01 - 3 minutes - 3.18 MBDo 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, rat...
Avoiding Probate without a Trust
February 23, 2023 21:04 - 6 minutes - 6.06 MBAvoiding 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 abo...
Trusts and Modular/Mobile Homes
January 28, 2023 21:40 - 4 minutes - 3.66 MBDo 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 review! It ...
Modular and Mobile Homes and Probate
January 26, 2023 23:38 - 3 minutes - 3.48 MBDo 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...
Small Estate Recovery
January 25, 2023 23:06 - 4 minutes - 3.94 MBHow 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 a...
Do Renters Need an Estate Plan?
January 17, 2023 20:43 - 6 minutes - 5.58 MBRENTERS: 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...
Title No No’s
January 10, 2023 22:59 - 5 minutes - 5.02 MBTitle 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 ...
What is the downside to a revocable living trust?
January 07, 2023 22:54 - 4 minutes - 4.51 MBWhat 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 an...
What do you need to do when your parent dies?
January 05, 2023 18:19 - 8 minutes - 7.37 MBWhat 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. -- ...
Do you need a prenuptial agreement or an estate plan...or both?
January 03, 2023 18:29 - 3 minutes - 3.5 MBDo 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 lear...
Have you heard about transfer on death deeds?
December 22, 2022 21:06 - 4 minutes - 3.91 MBHave 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.amandar...
What are the tax considerations with estate planning? Maybe you’re curious about death taxes, capit
December 21, 2022 01:04 - 5 minutes - 4.65 MBWhat 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 learne...
Can you get a trust when you have a mortgage?
December 14, 2022 16:38 - 2 minutes - 2.05 MBCan 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 somethi...
What CA Realtors Should Know About Probate
August 20, 2022 15:24 - 5 minutes - 5.37 MBCalifornia 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 podca...
10 Things CA Realtors Need to Know about Trusts
August 17, 2022 17:45 - 5 minutes - 4.95 MBCalifornia 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. -...
3 Elements of an Estate Plan
August 12, 2022 22:18 - 3 minutes - 2.97 MB3 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.c...
Does a trust change the nature of your property?
August 11, 2022 23:40 - 3 minutes - 2.89 MBIf 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 po...
Is your inheritance community property?
August 09, 2022 14:57 - 4 minutes - 3.84 MBIs 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 ...