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4:41

California Estate Planning and Probate

by Amanda Rocha

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.

Copyright: Law Office of Amanda L. Rocha 2023

Episodes

HSA and Your Trust

4m · Published 12 Dec 21:08
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

2m · Published 12 Oct 20:10
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

5m · Published 03 Oct 19:22
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

5m · Published 29 Sep 18:16
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 percent

4m · Published 26 Sep 19:44
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 vs. Probate

4m · Published 18 Sep 18:38
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?

2m · Published 05 Jul 18:26
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
--
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 Bypass Trust?

2m · Published 22 Jun 21:08
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
--
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 an Estate Tax?

2m · Published 20 Jun 21:51
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

--
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?

3m · Published 15 Jun 20:59
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
--
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.

California Estate Planning and Probate has 152 episodes in total of non- explicit content. Total playtime is 11:53:20. The language of the podcast is English. This podcast has been added on November 22nd 2022. It might contain more episodes than the ones shown here. It was last updated on May 13th, 2024 13:40.

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