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| Episode | Date |
|---|---|
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196: Bitcoin Demystified (Part 3): Currency, Sustainability, and Social Impact
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Nov 24, 2025 |
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195: Bitcoin Demystified (Part 2): The 3 Ways to Own Bitcoin
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Nov 12, 2025 |
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194: Bitcoin Demystified (Part 1): Why 1 in 7 Americans Own Bitcoin
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Oct 28, 2025 |
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193: URGENT: California Medi-Cal Asset Limits Return in 2026 - How to Prepare NOW
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Sep 29, 2025 |
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192: Your Healthcare Voice (Part 3): Understanding Assisted Suicide, Euthanasia, and End-of-Life Options
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Sep 05, 2025 |
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191: When Rock Royalty Gets Estate Planning Right: Lessons from Ozzy Osbourne's $230M Legacy
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Aug 26, 2025 |
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190: Your Healthcare Voice (Part 2): Emergency Medical Orders
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Aug 19, 2025 |
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189: Your Healthcare Voice: Understanding Advanced Directives
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Aug 06, 2025 |
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188: Are You Risking Everything? The Insurance Your Business Can't Operate Without (Part 3)
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Jul 25, 2025 |
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187: Are You Risking Everything? The Insurance Your Business Can't Operate Without (Part 2)
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Jul 10, 2025 |
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186: Jimmy Buffett's $275M Trust Battle: Why Co-Trustees Can Destroy Your Estate Plan
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Jul 10, 2025 |
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185: Are You Risking Everything? The Insurance Your Business Can't Operate Without
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Jun 24, 2025 |
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184: From One Direction to No Direction: What Liam Payne's Estate Teaches Us About Planning
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Jun 24, 2025 |
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183: Beyond Borders: International Estate Planning Essentials for Families (Part 3)
|
Jun 05, 2025 |
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182: Beyond Borders: International Estate Planning Essentials for Families (Part 2)
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May 28, 2025 |
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181: Beyond Borders: International Estate Planning Essentials for Families
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May 28, 2025 |
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180: Divorce in Progress: Safeguarding Your Estate Plan Before It's Final (Part 2)
|
May 09, 2025 |
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179: Divorce in Progress: Safeguarding Your Estate Plan Before It's Final
|
May 09, 2025 |
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178: 3 Critical Estate Planning Lessons from Richard Simmons' Legacy Battles
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Apr 24, 2025 |
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177: Inside the Heated Padres Inheritance Feud: What It Teaches Us About Sound Estate Planning
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Apr 15, 2025 |
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176: Behind the Headlines: Gene Hackman's Estate Plan and What We Can Learn
|
Apr 09, 2025 |
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175: The Valuation Puzzle: What Your Assets Are Really Worth: Part 2
|
Apr 01, 2025 |
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174: Part 1: The Valuation Puzzle: What Your Assets Are Really Worth
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Mar 25, 2025 |
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173: Stop Family Feuds: Expert Tips for Probate Real Estate Sales
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Mar 12, 2025 |
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171: IRS Audits Uncovered: What Triggers Them and How to Prepare
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Feb 27, 2025 |
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172: IRS Audits Uncovered Part 2: Protests and Appeals Explained
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Feb 27, 2025 |
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170: How to Secure Your Estate: Insights from O.J. Simpson's Latest Legal Drama:
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Feb 14, 2025 |
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169: Understanding Probate Part 3: How to Get Your Will Admitted to Probate
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Feb 11, 2025 |
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168: Understanding Probate Part 2: What Exactly Is a Will?
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Feb 06, 2025 |
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167: Understanding Probate: A Closer Look at the Personal Representative's Duties
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Jan 30, 2025 |
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166: Don't Fall for Disaster Scams: Tips to Safely Support Fire Relief Efforts
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Jan 22, 2025 |
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165: When 'I Wish' Isn't Enough: Precatory Clauses and the Mangione Family Estate
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Jan 13, 2025 |
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164: Shielding Your Legacy: How to Avoid Estate Litigation Pitfalls
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Jan 03, 2025 |
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163: Courthouse Confessions: Inside Trust and Estate Litigation
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Dec 30, 2024 |
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162: Untangling Community vs. Separate Property Issues in Estate Planning (Part 2)
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Dec 19, 2024 |
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161: What's Yours, Mine, and Ours? Untangling Community vs. Separate Property in Estate Planning
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Dec 13, 2024 |
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160: Celebrity Probate Case Files: O.J. Simpson
|
Dec 05, 2024 |
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159: Trustees' Checklist: Essential Notices You Can't Afford to Miss
|
Nov 27, 2024 |
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158: Avoiding Trustee Liability: Critical Steps Before Distributing Assets
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Nov 20, 2024 |
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157: Avoiding Probate Hassles: Understanding California's 2025 Law Change
|
Nov 12, 2024 |
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156: Probate Alternatives: Real Estate Affidavits and Succession Petitions Explained
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Nov 06, 2024 |
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155: Spousal Property Petitions: An Easier Alternative to Probate
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Oct 28, 2024 |
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154: Unlocking Assets Without Probate: The Benefits of Using a Small Estate Affidavit
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Oct 23, 2024 |
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153: AB Trusts After 2013: What You Need to Do Now
|
Oct 15, 2024 |
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152: The Truth About AB Trusts: Will Your Wishes Be Followed?
|
Oct 08, 2024 |
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151: Is an AB Trust Right for You? Essential Insights for Married Couples
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Oct 01, 2024 |
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150: Third-Party Trustees: A Smart Choice for Your Estate Plan?
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Sep 26, 2024 |
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149: Choosing a Child as Your Successor Trustee: Key Factors to Consider
|
Sep 16, 2024 |
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148: How to Choose the Right Successor Trustee for Your Trust
|
Sep 09, 2024 |
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147: How to Legally Access a Loved One's Bank Account After Death
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Sep 02, 2024 |
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146: Trustee and Executor Responsibilities: Best Practices and Pitfalls Part 3
|
Aug 28, 2024 |
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145: Trustee and Executor Responsibilities: Best Practices and Pitfalls Part 2
|
Aug 21, 2024 |
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144: Navigating Trustee and Executor Responsibilities: Best Practices and Pitfalls
|
Aug 15, 2024 |
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143: Can You Avoid Probate without a Trust?
|
Aug 06, 2024 |
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142: Navigating Trust Administration with Real Property
|
Jul 30, 2024 |
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141: Managing Real Estate Assets as a Trustee
|
Jul 24, 2024 |
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140: Navigating Trust Complexities: The Family Home Dilemma
|
Jul 18, 2024 |
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139: Optimizing Your Portfolio with Alternative Investments
|
Jul 11, 2024 |
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138: Beyond Profits: Tackling Key Issues for Business Longevity
|
Jul 02, 2024 |
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137: Maximize Your Wealth: Expert Financial Strategies for Business Owners
|
Jun 25, 2024 |
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136: Guardianship Explained: Essential Insights for Effective Estate Planning
|
Jun 05, 2024 |
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135: Character Matters Part 2: Estate Planning for Community Property vs. Separate Property
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May 28, 2024 |
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134: Character Matters Part 1: Understanding Community Property in Divorce and Estate Planning
|
May 21, 2024 |
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133: From Wheels to Waves: How to Fund Your Trust with Cars, Boats, or Mobile Home Assets
|
May 14, 2024 |
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132: Trust Funding in a Digital World: Safeguarding Virtual Wealth
|
May 07, 2024 |
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131: Drafting a Comprehensive Power of Attorney: What You Don't Know CAN Hurt You
|
Apr 30, 2024 |
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130: Exploring the O.J. Simpson Estate: Probate and Creditor Claims
|
Apr 23, 2024 |
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129: Estate Planning Strategies to Reduce Family Conflict After Death
|
Apr 16, 2024 |
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128: Revocable or Irrevocable Trust: Which is Right for Me?
|
Apr 08, 2024 |
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127: Understanding Multigenerational Estate Planning Part 2
|
Apr 01, 2024 |
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126: Understanding Multigenerational Estate Planning Part 1
|
Mar 25, 2024 |
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125: Cher Files for Conservatorship of Son Elijah Blue Allman Over Alleged Substance Abuse
|
Mar 12, 2024 |
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124: Beach Boys Founder Brian Wilson Suffering from Dementia as Reps Seek Conservatorship
|
Mar 05, 2024 |
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122: The Costly Truth of Ignoring Estate Planning Like Jay Leno
|
Feb 21, 2024 |
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123: Why Can't I Change My Trust After My Spouse Passes Away?
|
Feb 21, 2024 |
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121: What Happens When a Trustee, Executor or Beneficiary Dies?
|
Jan 29, 2024 |
|
120: Solutions to Common Real Estate Issues
|
Dec 21, 2023 |
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119: Understanding the Basics of Probate Accounting
|
Dec 04, 2023 |
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118: Do You Need an Estate Plan for Your Furry or Feathered Family Members?
|
Nov 07, 2023 |
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117: Celebrity Estate Planning Lessons: Senator Dianne Feinstein
|
Oct 09, 2023 |
|
116: What are the Life Stages of a Special Needs Person?
|
Oct 01, 2023 |
|
115: How This Social Model of Care is Improving Quality of Life for Those with Dementia
|
Aug 22, 2023 |
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114: This Long-Term Housing Solution is Changing the Way Adults with Special Needs Live
|
Aug 07, 2023 |
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113: How to Avoid a Chaotic "Casey Kasem" Estate Plan?
|
Jul 08, 2023 |
|
112: How to Access the Right Education Plan for a Child with Disabilities?
|
Jun 10, 2023 |
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111: How Does the Special Olympics Change Lives Outside of Sports?
|
May 15, 2023 |
|
103: What is a "No Contest" Clause and When Does it Really Apply?
|
Apr 24, 2023 |
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110: Free and Appropriate Public Education: How Do I Get One for My Special Needs Child?
|
Apr 17, 2023 |
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109: Wondering How NFTs are Changing the Future of Fine Art?
|
Apr 03, 2023 |
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108: Is Your Loved One Really Safe in Their Nursing Home?
|
Mar 19, 2023 |
|
107: What Are Commonly Overlooked Money Issues When Splitting Assets in a Divorce?
|
Mar 06, 2023 |
|
106: What's Left of the Presley Estate? Lessons Learned from Elvis & Lisa Marie
|
Feb 19, 2023 |
|
105: AB Trust: Do You Have One? Do You Need One?
|
Feb 06, 2023 |
|
104: Two Years After its Passing, Has Proposition 19 Delivered on its Promises to California Homeowners?
|
Jan 23, 2023 |
|
102: Bay Area Housing Market Prices, Trends, and What's Next for 2023
|
Dec 27, 2022 |
|
101: What Does My Family Need to Know About My Estate Plan Before it's too Late?
|
Dec 09, 2022 |
|
100: Tips and Tools for Buying a Home Despite Rising Interest Rates
|
Nov 30, 2022 |
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099: A Creative Solution to the Special Needs Housing Challenge
|
Nov 14, 2022 |
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098: What Are the Top Ten (Plus) Estate Planning Myths?
|
Oct 28, 2022 |
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097: Estate Planning Lessons from the Rich and Famous
|
Oct 15, 2022 |