Protecting Your Legacy with Estate Planning
Adam Grant shares why thoughtful estate planning is one of the most valuable investments a person can make. Drawing from years of legal experience, he discusses how young families can create meaningful plans that protect assets, ensure smooth transitions, and preserve generational wealth. Adam emphasizes the importance of working with an experienced, responsive professional who will be there for the long term—guiding clients, their children, and even their grandchildren through every stage of life. Listeners will also hear real-world examples of why cutting corners with DIY or low-cost online legal services often leads to incomplete or invalid plans that land families in probate. Adam’s advice is simple: don’t wait. Start today to build peace of mind for yourself and your loved ones.
Episodes
Episode Summary: In this episode of Protecting Your Legacy with Estate Planning, host Chelsey is joined by Adam Grant, founding attorney of Stonewood Law Group PC, to discuss the intricacies of Heggstad petitions in California. Adam explains the significance of these petitions, which follow California probate code 850, and how they help resolve trust funding issues when assets are not properly transferred into a trust. The conversa...
Episode Summary: In this episode of Protecting Your Legacy with Estate Planning, host Sean O'Connor sits down with Adam Grant, the founding attorney of Stonewood Law Group PC, to discuss the strategic use of LLCs within estate planning. Adam explains how LLCs can be integrated with trusts to protect assets and ensure smooth transitions to beneficiaries while avoiding probate. He highlights the importance of asset protection in Cali...
Episode Summary:
In this episode of Protecting Your Legacy with Estate Planning, host Sean O'Connor is joined by Adam Grant, founding attorney of Stonewood Law Group PC, to discuss the intricacies of small estate affidavits in California. Adam explains the purpose of these affidavits, which allow families to avoid probate for estates valued under $184,500. He details the process, eligibility criteria, and common pitfalls associated...
Episode Summary:
In this episode of *Protecting Your Legacy with Estate Planning*, attorney Adam Grant delves into the complexities of trust administration, highlighting what trustees are legally responsible for and how families can respond when trustees fail to uphold the trust's terms. From understanding trustee duties to recognizing warning signs of mismanagement, Adam offers valuable insights for beneficiaries seeking clarity a...
Episode Summary:
In this episode, Adam Grant, founding attorney of Stonewood Law Group PC, delves into the crucial role of fiduciaries in estate planning. He explains the significance of fiduciaries, the different roles they can fulfill, and why choosing the right one is paramount. Adam highlights the complexities of managing trusts, the importance of professional fiduciaries, and the potential pitfalls of relying solely on family ...
Episode Summary:
In this episode, Adam Grant discusses the crucial step many families overlook – keeping their estate plan current. He emphasizes the significance of reviewing the plan periodically to ensure it aligns with changing life circumstances and laws. Adam highlights the flexibility of a living trust and the peace of mind that comes from knowing your assets are in order.
Key Timestamps:
00:00 – Introduction
01:...
Episode Summary:
In this episode of Protecting Your Legacy with Estate Planning, Adam Grant discusses the crucial steps involved in trust administration after a loved one passes away. From understanding the trustee's responsibilities to resolving disputes and winding down the trust, Adam provides valuable insights for families navigating this process.
Key Timestamps:
00:00 – Introduction
01:30 – First steps after a love...
In this episode, Attorney Adam Grant breaks down what conservatorships are, when they’re necessary, and how families can navigate the process with compassion and preparation. He explains the two types of conservatorships — of the person and of the estate — and how they differ from powers of attorney and health care directives. Adam also discusses the emotional and legal challenges involved, the res...
In this episode, Attorney Adam Grant breaks down two of the most important legal documents every adult should have — the health care directive and durable power of attorney. He explains how these tools protect individuals when they’re unable to make decisions for themselves and how they can prevent families from facing costly conservatorship battles. Adam also shares real-life examples of how planning ah...
In this episode of Protecting Your Legacy with Estate Planning, Adam Grant breaks down the complex process of probate and explains how families in California can effectively avoid it through proper planning. With years of experience guiding families through estate matters, Adam shares the common pitfalls that lead to probate, how to structure a trust to protect assets, and the significant financial and emotional tol...
In this premiere episode of Protecting Your Legacy with Estate Planning, Adam Grant, founding partner of Stonewood Law PC in Encino, California, shares his insights on building a secure legacy through thoughtful estate planning. With over a decade of legal experience, Adam discusses why trust, accessibility, and long-term relationships are essential when selecting the right estate planning professional. He also explains how...
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