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.
How 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 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.
Charitable 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 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.
Leaving 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 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.
If 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 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 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 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.
Trust 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 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 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
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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.
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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
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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.
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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 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
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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.
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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 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
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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 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
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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 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!
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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 you be the Trustee of your own trust?
The answer depends on the kind of trust you have!
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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.
Why 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.
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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.
Independent 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.
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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 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 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 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 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 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 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 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.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.
The 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 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 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 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 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.
What 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. -- 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 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 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 Podcast = https://www.amandarochalaw.com/podcast *Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Have 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.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 Podcast = https://www.amandarochalaw.com/podcast *Attorney advertising. For educational purposes; no guarantees are made with this video or text.
What 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 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 Podcast = https://www.amandarochalaw.com/podcast *Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Can 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 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 Podcast = https://www.amandarochalaw.com/podcast *Attorney advertising. For educational purposes; no guarantees are made with this video or text.
California 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!
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
California 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!
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
3 Elements of an Estate Plan-
What are the elements you might ask, watch to find out!
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
If 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!
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Is 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!
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Just say NO to downloading your estate plan documents!
If you want to hear about some mistakes I’ve seen on these documents, listen to this.
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
How can you protect your assets from probate?
Different types of assets require different treatment!
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Can my adult child be my trustee?
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
How do you find out if you are an heir or beneficiary?
If you suspect you could be an heir or beneficiary, this is for you!
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Is it too late for you?
When is it too late to make an estate plan?
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Is life insurance enough to protect your family?
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Can your step parent change your inheritance?
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
What happens to your email when you pass away?
Can it be accessed or deleted?
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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
How Do You Find a Copy of a Trust?
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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
What information do you need before you start your estate plan?
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
"I’ll let them sort it out" - I hear it often, and there is nothing wrong with leaving the details to your beneficiaries, however, how you leave it to them to sort it out matters.
Listen for more information and to see a very special little guest at the end of this one!
www.amandarochalaw.com/contact-us
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
"I’ll let them sort it out" - I hear it often, and there is nothing wrong with leaving the details to your beneficiaries, however, how you leave it to them to sort it out matters.
Listen for more information and to see a very special little guest at the end of this one!
www.amandarochalaw.com/contact-us
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Is your estate plan tax deductible?
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
What is a Trust Protector?
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
What is a Trust Protector?
--
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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
What happens to your joint trust during and after a divorce?
We know that assets are divided during a divorce, but what about assets held in trust?
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Don’t rely on your spouse to wrap up your estate if you pass away first!
This is a common agreement between spouses and it doesn’t work! There is almost always something that was unknown or will require a court document to obtain. It’s not worth the time or money to risk it.
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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.
Should you fund your trust with your life insurance policy?
OR should your life insurance policy be owned by your trust?
OR should you do neither?
Listen to learn about which, if any, option is best for you!
--
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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Should you fund your trust with your IRA?
Just because you can, does not mean you should!
Listen to learn more about whether it’s a good idea to fund your trust with your IRA.
--
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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
What to do when someone who had a trust passes away, also known as trust administration.
If you are someone’s trustee, or if you have a family member who passed away who had a trust, this is important information!
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Estate Planning considerations for non US citizens:
If you are a non-citizen or plan to use a non-citizen as a trustee for your trust...please listen to this pod!
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
How do vehicles pass upon your death?
This podcast explains how to pass along your vehicles with and without an estate plan.
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Letters of Intent
Is it a good or bad idea to draft a letter to your beneficiaries when you have an estate plan in place?
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
What is a springing power?
If you’ve heard about a springing power of attorney, but aren’t sure what that means, this is for you!
If you have a power of attorney or are an agent for someone else, this is important information to know.
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Creating a video for your loved ones to accompany your will or trust, known as a legacy video, is a way in which you can make your estate plan more personal.
Legacy videos are popular in movies about people who receive an inheritance, but they actually exist!
To learn about how to make a legacy video on your own, listen to this episode!
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Let’s save your money!
An estate plan has the ability to save you (and your beneficiaries) many thousands of dollars.
To learn about how estate planning can save you money, listen to this episode.
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Which estate planning documents are good after you move?
If you move from state to state, some of your documents will no longer work for you, while others may remain active and good.
Listen to find out which documents are good through a move.
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
How Estate Planning and Financial Planning Work Together
If you have ever met with either an estate planning attorney or a financial advisor, you’ll know that there are areas of overlap, however, they do not accomplish the same goal.
This podcast is to help you understand the role of each and how they work together to help you protect your assets.
--
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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Avoid Giving Your Ex an Inheritance
If you think it’s as easy as splitting up, think again! Watch to learn how to avoid unintentionally giving your ex some or all of your assets when you pass away.
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Estate Planning for Unmarried Couples:
Did you know that there is no such thing as a common law marriage in California? If you pass away without an estate plan most, if not all, of your property will go to someone other than your significant other. The only exception is when you jointly own certain kinds of property.
In addition, your significant other has no say in what happens to you medically if you become incapacitated without certain documents filled out.
There are ways to prevent that from happening. Strategic estate planning allows you to leave property to your loved one and does not require you to be married.
--
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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Top 5 Estate Planning Mistakes
Here are the most common estate planning mistakes, shared in the hopes that you don’t make them yourself!
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Probate: Inventory and Appraisal Form
If you are going to file a probate case you will have to submit an inventory and appraisal form. This episode gives you a short overview of what types of assets are included on this form.
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Probate: A 30,000 ft. View
Here is an overview of the probate process with more detail than the "What is Probate" episode.
If you are curious as to how a probate case proceeds, here is some insight for you!
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
New or expecting parents, what do you NEED when your child is born?
When it comes to having a child, there is so much to think about. One area that often goes unnoticed is estate planning.
There are 4-5 documents that are CRUCIAL for parents to have, regardless of their children’s ages, however the sooner the better.
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
What College Students Need to Know About Estate Planning
If you have a college (aged) child or are in college, listen up!
WHEN YOU TURN 18, THERE ARE LEGAL IMPACTS!
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
What rights do beneficiaries have?
If you are the beneficiary of a trust, do you have any rights and what are your rights?
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
How to find out if someone had a will or trust-
If you suspect that you may be a beneficiary of a will or trust but do not have a copy, how do you go about getting a copy?
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
If you aren’t sure what would trigger an update to your existing will or trust (or both), listen to learn more.
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Why you should have a joint trust with your spouse:
Perhaps you think only one of you needs a trust, however there are reasons why a joint trust is beneficial and one of those reasons is that it will save you money!
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
What if there are no beneficiaries listed?
If someone passes away with a beneficiary account and the beneficiaries are missing, pre-deceased the account owner, or are otherwise unable to take, what happens?
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Are you a collector? Do you have a collection of items that someone left to you?
If so, this is a MUST LISTEN!
I am discussing tactics for protecting your collection from liquidation or destruction.
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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
FAQs re: Trusts
If you have any questions about trusts, listen to this first! I answer the most common questions that I receive for your convenience!
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Frequently asked questions about wills:
I’m answering the most commonly asked questions about wills in today’s pod.
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Does intent matter?
In some instances, intent is the deciding factor, however when it comes to whether your estate plan is valid...it depends!
Listen to learn more!
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Family Heirlooms
How do you ensure that the family heirlooms go to the intended people?
Listen to learn about the only way to safeguard your wishes!
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Should you get married or buy a house first?
This is a struggle for many millennials and Gen. Z folks these days.
Listen to find out my perspective as an estate planning attorney.
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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.
--
Aging parents?
What can you do to help them protect themselves and their legacy?
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
What’s the risk of NOT having an estate plan?
If you aren’t sure why you need these documents, listen to this to learn exactly what you are risking.
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Is it too late to make an Estate Plan?
Is it ever too late? Watch to learn more!
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
3 Things Good Parents Do
If you are a parent at any stage, whether you have a newborn or adult children, listen to this!
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Where do you file a probate petition?
If you have never filed a petition, you probably have not thought about where to file. Besides knowing it would be in a probate court, WHICH probate court can you file the case?
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Where do you start?
If you have been wondering where to start with the estate planning process, listen to this!
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
What is a Crummey Trust? Hint...it doesn’t mean a poorly drafted trust!
This is a way to use your annual gift tax exception with a trust instead of outright giving the money to your beneficiaries.
--
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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Frequently asked questions about Advanced Healthcare Directives (AHCD):
If you have an AHCD and are not completely sure what the deal is, or if you don’t have one, check this 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.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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
ILITs- Irrevocable Life Insurance Trusts
Have you heard of these? Here is what do you need to know about ILITs and their function.
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Durable Power of Attorney-
I’m answering some frequently asked questions about the durable power of attorney in today’s video.
Take a minute to refresh your knowledge about this necessary document and let me know if you have additional questions!
--
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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
What are you allowed to do if you have a trust that owns your real property?
Listen 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.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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Do wills expire?
If you have an old will, is it still valid? What if you create one today, how long is it "good"?
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Do you need to file a probate petition when your spouse passes away?
In other words, does California’s community property prevent probate?
If you’re married, you should listen to this one.
--
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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Is there a deadline to file a probate petition?
There is a long list of things to do when someone passes away, and filing a petition for probate might be one of them. I’m here to help you determine if you need to do that, when to do it, and who should do it.
--
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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
What happens to your property if you become incapacitated?
If you do not have an estate plan in order, here is what will happen if you lose capacity to be in charge of yourself and your things.
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
How to protect an inheritance from your child’s creditors with a spendthrift trust.
If you are concerned that creditors will reach the property you plan on leaving your children, listen to learn about how to prevent that from happening.
--
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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Problematic son/daughter in law? Here is how to protect your child’s future inheritance.
Listen to learn about some tips and tricks that can be used to keep the inheritance with the intended person.
--
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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
What about taxes after someone passes away?
Who pays them, when are they due, how are they paid and what kind of taxes are due?
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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Is an estate plan private?
The answer depends on the type of plan you have. 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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Which assets are included in a probate case?
Did you know that the entire estate does not necessarily pass through probate?
Listen to learn about which assets are counted and which are included.
--
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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
What is a power of appointment?
There are general powers of appointment and a special powers of appointment, but what is the difference?
These terms show up in different settings and can make a significant impact on your estate plan.
A power of appointment is NOT the same as a power of attorney, so when you see the initials POA, always ask what it refers to, or you may be giving someone an unintended power.
--
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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Why should you hire an estate planning attorney?
What is it that you are paying us to do anyway?
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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
--
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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
--
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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
What is the difference between an amendment to your trust and a restatement of you trust?
If you need to update your trust (most people have to update it as their lives change), you might need a simple amendment or a complete restatement. What’s the difference? Watch 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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
--
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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
What happens to out of state property in probate?
--
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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
What can you do when a joint account owner changes beneficiaries? (Listener Question)
Is there anything you can do if your joint account owner amended the beneficiaries of your account before passing away?
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
What is Preventing You from Getting an Estate Plan?
Do any of these reasons sound familiar? I am here to answer some of the most common roadblocking questions for you!
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
--
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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
What is a Homestead Declaration? How does it relate to estate planning? What is a Probate Homestead?
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Can Your Ex benefit from your Estate Plan?
You might be surprised to know that there are situations in which they can, even if they were never listed as beneficiaries.
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Common Law Marriage
What is it? Do you have one?
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Digital Assets are part of your estate as well!
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Can you disinherit your spouse?
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
What’s the deal with Prop 19?
It has been 2 months since Proposition 19 has become effective. This will have an impact on almost every family. Listen to learn about what changed and why it’s a big deal.
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Joint Tenancy vs. Tenants in Common
How you own your jointly owned property matters greatly in terms of estate planning!
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
The Difference Between a Will and a Trust
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Have you heard the phrase "funding your trust" but aren’t really sure what that means? What if you forget to fund your trust or just choose not to do it?
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
*Educational purposes; attorney advertising.
What is a Trust?
If you aren’t exactly sure what a trust is and who the players are, I am here to walk you through it.
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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
Podcast = https://www.amandarochalaw.com/podcast
*Attorney advertising. For educational purposes; no guarantees are made with this video or text.
Do NOT forget this step when someone passes away; learn from my mistake!
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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
Podcast = https://www.amandarochalaw.com/podcast
Insurance vs. Estate Planning
If you think insurance is important, you should learn about estate planning!
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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
Podcast = https://www.amandarochalaw.com/podcast
If you wonder why most people create an estate plan, here is your answer!
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I love helping people and make these videos 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 video and if you learned something, please hit the subscribe button! It helps other people access the video 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
Podcast = https://www.amandarochalaw.com/podcast
#estateplanning
I tackle the question, do you need to own a home to have an estate plan?
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I love helping people and make these videos 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 video and if you learned something, please hit the subscribe button! It helps other people access the video too.
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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
Podcast = https://www.amandarochalaw.com/podcast
You have heard me say it many times before, and I’ll continue to tell you, you need an estate plan to avoid probate! A will alone does not avoid probate.
If your entire estate is worth less than $166,250, then you will avoid probate. Beware, the value of your estate is more than real estate and physical items. In fact, it includes more than probate itself, counting your life insurance, retirement funds, and bank account toward your estate value.
To read more click the link: https://www.amandarochalaw.com/blog/what-is-probate
COVID 19 has brought about many unpleasant thoughts such as, what happens to my children, pets, and belongings when I die? Who will decide what happens to me if I become incapacitated? COVID 19 has made many of us think about our mortality and has brought about stress. Having an estate plan can ease your mind.
Some states call it a conservatorship and others a guardianship. In California we call the person tasked with caring for the person and estate of an adult a conservator. Watch the video to learn about the differences between a conservator and a power of attorney.
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I love helping people and make these videos 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 video and if you learned something, please hit the subscribe button! It helps other people access the video too.
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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
Podcast = https://www.amandarochalaw.com/podcast
An AHCD is a legal document that is both a healthcare power of attorney and a living will.
Is there a minimum amount of money that someone should have to qualify for an estate plan? NO! Watch the video to learn more.
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I love helping people and make these videos 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 video and if you learned something, please hit the subscribe button! It helps other people access the video too.
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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
Podcast = https://www.amandarochalaw.com/podcast
Do you have to update your estate plan? If so when should it be done? Watch the video to learn about when it should be updated and the ways in which it can be updated.
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I love helping people and make these videos 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 video and if you learned something, please hit the subscribe button! It helps other people access the video too.
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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
Podcast = https://www.amandarochalaw.com/podcast
If you are wondering if you should have an estate plan, but you aren’t sure you are old enough, watch this!
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I love helping people and make these videos 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 video and if you learned something, please hit the subscribe button! It helps other people access the video too.
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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
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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.
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Instagram = https://www.instagram.com/amandarochalaw
Facebook = https://www.facebook.com/amandarochalaw
Podcast = https://www.amandarochalaw.com/podcast
Your Last Will and Testament is a legal document that provides for the disbursement of your property after your death.
Bonus points for whoever catches the error I made during this video! Comment down below to let me know if you saw it!
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I love helping people and make these videos 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 video and if you learned something, please hit the subscribe button! It helps other people access the video 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
Podcast = https://www.amandarochalaw.com/podcast
Ancillary documents are the documents that make up an estate plan outside of a will and trust. They are lesser known but equally important. The most common ancillary documents are described below.
HIPAA RELEASE
POWER OF ATTORNEY- HEALTHCARE
ADVANCED HEALTHCARE DIRECTIVE
DECLARATION OF GUARDIAN IN ADVANCE
For more information check out my blog post: www.amandarochalaw.com/blog/what-are-ancillary-documents
This is a trick question, because every person over the age of 18 needs to have a will, trust, or both!
A will is a document outlining your property, both personal and real (real estate), and your wishes for how you would like it to be distributed at your death. There are limitations to having a will only, for example, your family will pay an estate tax on anything passed along at death via a will. In addition, a will without more does not plan for your incapacity. Most importantly, a will does not avoid probate.
A trust has the ability to distribute property during your lifetime and afterward, as well as own property itself. Your wishes for incapacity can be memorialized in a trust, and it can be easily amended during your lifetime. A complete trust will avoid probate!
Probate is the long drawn out court process after someone’s death where a Judge reviews a person’s will; or reviews their estate if they died intestate (without a will). Probate is PUBLIC and everyone who is interested can review the contents of your estate as well as what the Judge decided to do with them. There are statutory fees imposed for probate, meaning the attorney and the executor are paid based on the value of the estate, not on the hours worked or an hourly fee you agreed to. This can be costly! For example, if your estate totals $795,000, the fees will be $37,800 split between the attorney and executor.
It would be prudent to have a will with ancillary documents (HIPPA releases, Powers of attorney, and an advanced healthcare directive) once you turn 18 if you own anything of value. If your estate is under $166,250, you may avoid probate. BEWARE, life insurance is counted in your estate.
If you own a home, are married, or have children, a trust with a pour over will, and ancillary documents including a Declaration of Guardian in Advance, will allow you to avoid probate and you may be able to avoid unnecessary taxes.
If you have multiple homes, a blended family, own a business, or want to plan for charitable giving, you may have more than one trust and need additional planning.
Each person has a unique situation that can and should be tailored to fit their needs. As you go through life, your estate planning needs change as you change!
Estate Planning for step parents and step grandparents.
Did you know that if you fail to specifically include your step children/grandchildren they will not receive anything from your estate?
Wonder why you would need an estate plan? Here’s a short explanation of what an estate plan is, and why you need one.