Estate Planning: Beyond the Binder
Estate Planning: Beyond the Binder breaks down essential information about protecting your loved ones and assets through effective estate planning. The show makes estate planning simple and doable for married couples, parents, homeowners, business owners, and anyone thinking about their future. Hosted by Zofia Morales with expert insights from Brian Chew, founder of OC Wills and Trust Attorneys.
Episodes
Attorney Brian Chew explores dynasty trusts, a key estate planning tool for protecting family wealth across generations in California. The episode details how dynasty trusts, embedded within revocable living trusts, offer lifetime asset protection for children against creditors, divorce, and poor financial decisions. It highlights their flexibility, allowing children to control trust assets without owning them, and ...
Episode Summary:
In this episode, host Zofia Morales and estate planning expert Brian Chew discuss the crucial steps that follow after receiving your estate planning binder. Brian emphasizes that estate planning is a process, not just a product, and outlines key actions needed to ensure your plan remains effective, including trust funding and maintaining proper documentation.
Key Timestamps:
00:01 - Show Introduction
00:59 - Und...
Episode Summary:
In this inaugural episode, host Zofia Morales and estate planning attorney Brian Chew discuss the fundamentals of estate planning beyond just having documents in a binder. They explore why comprehensive estate planning is crucial for protecting families, especially those with minor children, and how to ensure plans are actually effective when needed.
Key Timestamps:
00:01 - Show Introduction
00:51 - What is the e...
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