California Estate Planning and Probate

Estate 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 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
--
Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place.

Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
--
Instagram = https://www.instagram.com/amandarochalaw
Facebook = https://www.facebook.com/amandarochalaw

*Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

What 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 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
--
Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place.

Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
--
Instagram = https://www.instagram.com/amandarochalaw
Facebook = https://www.facebook.com/amandarochalaw

*Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

Estate 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 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
--
Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place.

Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
--
Instagram = https://www.instagram.com/amandarochalaw
Facebook = https://www.facebook.com/amandarochalaw

*Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

What 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 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
--
Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place.

Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
--
Instagram = https://www.instagram.com/amandarochalaw
Facebook = https://www.facebook.com/amandarochalaw

*Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

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 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
--
Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place.

Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
--
Instagram = https://www.instagram.com/amandarochalaw
Facebook = https://www.facebook.com/amandarochalaw

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 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
--
Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place.

Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
--
Instagram = https://www.instagram.com/amandarochalaw
Facebook = https://www.facebook.com/amandarochalaw

*Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

How 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 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
--
Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place.

Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
--
Instagram = https://www.instagram.com/amandarochalaw
Facebook = https://www.facebook.com/amandarochalaw

*Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

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 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
--
Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place.

Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
--
Instagram = https://www.instagram.com/amandarochalaw
Facebook = https://www.facebook.com/amandarochalaw

*Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

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 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
--
Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place.

Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
--
Instagram = https://www.instagram.com/amandarochalaw
Facebook = https://www.facebook.com/amandarochalaw

*Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

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 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
--
Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place.

Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
--
Instagram = https://www.instagram.com/amandarochalaw
Facebook = https://www.facebook.com/amandarochalaw

*Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

Small 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 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
--
Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place.

Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
--
Instagram = https://www.instagram.com/amandarochalaw
Facebook = https://www.facebook.com/amandarochalaw

*Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.

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.
--
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
--
Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place.

Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
--
Instagram = https://www.instagram.com/amandarochalaw
Facebook = https://www.facebook.com/amandarochalaw

*Attorney advertising. For educational purposes; no guarantees are made with this video or text.

Do 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 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
--
Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place.

Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
--
Instagram = https://www.instagram.com/amandarochalaw
Facebook = https://www.facebook.com/amandarochalaw

*Attorney advertising. For educational purposes; no guarantees are made with this video or text.

Avoiding 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 planning: https://www.amandarochalaw.com/click-estate-planning
If you want to talk more about probate: https://www.amandarochalaw.com/click-probate
--
Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place.

Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
--
Instagram = https://www.instagram.com/amandarochalaw
Facebook = https://www.facebook.com/amandarochalaw

*Attorney advertising. For educational purposes; no guarantees are made with this video or text.

Do 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 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
--
Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place.

Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
--
Instagram = https://www.instagram.com/amandarochalaw
Facebook = https://www.facebook.com/amandarochalaw

*Attorney advertising. For educational purposes; no guarantees are made with this video or text.

Do 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 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
--
Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place.

Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
--
Instagram = https://www.instagram.com/amandarochalaw
Facebook = https://www.facebook.com/amandarochalaw

*Attorney advertising. For educational purposes; no guarantees are made with this video or text.

How 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 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
--
Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place.

Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
--
Instagram = https://www.instagram.com/amandarochalaw
Facebook = https://www.facebook.com/amandarochalaw

*Attorney advertising. For educational purposes; no guarantees are made with this video or text.

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 about probate: https://www.amandarochalaw.com/click-probate
--
Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place.

Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
--
Instagram = https://www.instagram.com/amandarochalaw
Facebook = https://www.facebook.com/amandarochalaw

*Attorney advertising. For educational purposes; no guarantees are made with this video or text.

Title 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 about probate: https://www.amandarochalaw.com/click-probate
--
Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place.

Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
--
Instagram = https://www.instagram.com/amandarochalaw
Facebook = https://www.facebook.com/amandarochalaw

*Attorney advertising. For educational purposes; no guarantees are made with this video or text.

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 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
--
Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place.

Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
--
Instagram = https://www.instagram.com/amandarochalaw
Facebook = https://www.facebook.com/amandarochalaw

*Attorney advertising. For educational purposes; no guarantees are made with this video or text.