California Estate Planning and Probate
By Amanda Rocha
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Episodes: 100
Description
Amanda 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.
| Episode | Date |
|---|---|
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HSA and Your Trust
|
Dec 12, 2023 |
|
Charitable Remainder Trusts
|
Oct 12, 2023 |
|
Leaving Assets to Your Grandchildren
|
Oct 03, 2023 |
|
If you have a loved one who needs but doesn't have an estate plan, how can you help? Often times we
|
Sep 29, 2023 |
|
What if you pass away with children outside of your marriage? Who inherits from you and what percent
|
Sep 26, 2023 |
|
Trust Administration vs. Probate
|
Sep 18, 2023 |
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What is a QTIP Trust?
|
Jul 05, 2023 |
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What is a Bypass Trust?
|
Jun 22, 2023 |
|
What is an Estate Tax?
|
Jun 20, 2023 |
|
What is the Difference Between a Durable Power of Attorney and a General Power of Attorney?
|
Jun 15, 2023 |
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Have you ever wondered how the process works when you pass away with a trust intact?
|
Jun 12, 2023 |
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Can you be the Trustee of your own trust?
|
Jun 06, 2023 |
|
Why a Quit Claim Deed is a Bad Idea
|
Jun 06, 2023 |
|
Independent Administration of Estates Act or IAEA
|
Jun 06, 2023 |
|
Estate Planning for Single Parents
|
Apr 25, 2023 |
|
Who Can Act as Trustee if You Do Not Have Children?
|
Apr 20, 2023 |
|
What is the best way to leave your house to your children?
|
Apr 16, 2023 |
|
What Happens To Your Pet When You Die?
|
Apr 13, 2023 |
|
The Family Bank
|
Apr 11, 2023 |
|
Estate Planning for those in Pre-Retirement and Beyond
|
Apr 06, 2023 |
|
Estate Planning in Your 40s
|
Apr 05, 2023 |
|
Estate Planning for 18 year olds
|
Apr 01, 2023 |
|
Estate Planning in your 20s
|
Apr 01, 2023 |
|
Estate Planning in Your 30s
|
Apr 01, 2023 |
|
Can your spouse disinherit your children after you pass away?
|
Mar 23, 2023 |
|
What is a Probate Referee?
|
Mar 20, 2023 |
|
Protecting Special Needs Children
|
Mar 16, 2023 |
|
Who Has a Right to See a Trust?
|
Mar 13, 2023 |
|
Should your Life Insurance list your Trust as a Beneficiary?
|
Mar 10, 2023 |
|
Do you Need a Trust and an LLC?
|
Mar 07, 2023 |
|
Small Business Owners and Estate Planning
|
Mar 02, 2023 |
|
Will your Daughter in Law or Son in Law Inherit from you?
|
Feb 28, 2023 |
|
AirBnbs/Rental Properties and Estate Planning
|
Feb 25, 2023 |
|
Avoiding Probate without a Trust
|
Feb 23, 2023 |
|
Trusts and Modular/Mobile Homes
|
Jan 28, 2023 |
|
Modular and Mobile Homes and Probate
|
Jan 26, 2023 |
|
Small Estate Recovery
|
Jan 25, 2023 |
|
Do Renters Need an Estate Plan?
|
Jan 17, 2023 |
|
Title No No's
|
Jan 10, 2023 |
|
What is the downside to a revocable living trust?
|
Jan 07, 2023 |
|
What do you need to do when your parent dies?
|
Jan 05, 2023 |
|
Do you need a prenuptial agreement or an estate plan...or both?
|
Jan 03, 2023 |
|
Have you heard about transfer on death deeds?
|
Dec 22, 2022 |
|
What are the tax considerations with estate planning? Maybe you're curious about death taxes, capit
|
Dec 21, 2022 |
|
Can you get a trust when you have a mortgage?
|
Dec 14, 2022 |
|
What CA Realtors Should Know About Probate
|
Aug 20, 2022 |
|
10 Things CA Realtors Need to Know about Trusts
|
Aug 17, 2022 |
|
3 Elements of an Estate Plan
|
Aug 12, 2022 |
|
Does a trust change the nature of your property?
|
Aug 11, 2022 |
|
Is your inheritance community property?
|
Aug 09, 2022 |
|
Just say NO to downloading Estate Plan documents
|
Aug 04, 2022 |
|
How can you protect your assets from probate?
|
Jun 29, 2022 |
|
Can my adult child be my trustee?
|
Jun 28, 2022 |
|
How do you find out if you are an heir or beneficiary?
|
Jun 24, 2022 |
|
Is it too late for you?
|
Jun 22, 2022 |
|
Is life insurance enough to protect your family?
|
Jun 21, 2022 |
|
Can your step parent change your inheritance?
|
Jun 20, 2022 |
|
What happens to your email when you pass away?
|
Jun 18, 2022 |
|
How Do You Find a Copy of a Trust?
|
Jun 17, 2022 |
|
What information do you need before you start your estate plan?
|
Jun 14, 2022 |
|
"I'll let them sort it out"
|
May 11, 2022 |
|
"I'll let them sort it out" - I hear it often, and there is nothing wrong with leaving the details
|
May 11, 2022 |
|
Is your Estate Plan Tax Deductible?
|
Mar 28, 2022 |
|
What is a Trust Protector?
|
Mar 04, 2022 |
|
What is a Trust Protector?www.amandarochalaw.com/contact-usEducational purposes; attorney adver
|
Mar 04, 2022 |
|
What Happens With a Joint Trust in a Divorce?
|
Mar 04, 2022 |
|
Why you shouldn't leave your estate for your spouse to wrap up!
|
Jan 27, 2022 |
|
Funding Your Trust With a Life Insurance Policy
|
Jan 06, 2022 |
|
Funding your Trust with Your IRA
|
Jan 04, 2022 |
|
What to do when someone passes away with a Trust
|
Dec 28, 2021 |
|
Estate Planning Considerations for Non Citizens
|
Dec 13, 2021 |
|
Vehicles and Estate Planning
|
Dec 08, 2021 |
|
Letters of Intent
|
Dec 07, 2021 |
|
What is a springing power?
|
Dec 07, 2021 |
|
Legacy Videos
|
Nov 05, 2021 |
|
How Estate Planning Can Save Your Money
|
Nov 01, 2021 |
|
Which estate planning documents are good after you move?
|
Oct 27, 2021 |
|
How Estate Planning and Financial Planning Work Together
|
Oct 25, 2021 |
|
Avoid Giving Your Ex an Inheritance
|
Oct 25, 2021 |
|
Estate Planning for Unmarried Couples
|
Oct 13, 2021 |
|
Top 5 Estate Planning Mistakes
|
Oct 12, 2021 |
|
Probate: Inventory and Appraisal Form
|
Oct 06, 2021 |
|
Probate: A 30,000 ft. View
|
Sep 29, 2021 |
|
New or expecting parents, what do you NEED when your child is born?
|
Sep 27, 2021 |
|
What College Students Need to Know About Estate Planning
|
Sep 21, 2021 |
|
What rights do beneficiaries have?
|
Sep 16, 2021 |
|
How to find out if someone had a will or trust
|
Sep 14, 2021 |
|
When do I need to update my estate plan?
|
Sep 13, 2021 |
|
Why have a joint trust with your spouse?
|
Sep 10, 2021 |
|
What if there are no beneficiaries?
|
Sep 08, 2021 |
|
Collections/collectables
|
Sep 07, 2021 |
|
FAQs re: Trusts
|
Sep 03, 2021 |
|
FAQs re: Wills
|
Aug 30, 2021 |
|
Does Intent Matter?
|
Aug 27, 2021 |
|
Family Heirlooms
|
Aug 26, 2021 |
|
Should you get married or buy a house first?
|
Aug 23, 2021 |
|
Aging Parents
|
Aug 19, 2021 |
|
What's the risk of NOT having an estate plan?
|
Aug 12, 2021 |
|
Is it too late to make an Estate Plan?
|
Aug 10, 2021 |
|
3 Things Good Parents Do
|
Aug 09, 2021 |