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This episode features estate planning expert Oscar Vasquez, who breaks down what families really need to know about wills, trusts, probates and protecting your child with additional needs, even if you don't have assets.
We talk about:
• Why a will might not protect your child the way you think
• How a trust can preserve your home and even guide care instructions
• What to do if you don’t have money to leave behind
• How to prevent your child from ending up in the wrong hands
• One thing most lawyers won’t tell you about probate
Episode Highlights
01:52 — Oscar’s story: From orange fields to entrepreneurship
05:48 — Starting his first business at 9
09:48 — Kim: “We had a will—but we got it wrong.”
13:00 — Wills vs. trusts (and the hidden cost of probate)
20:40 — Why some lawyers don’t offer trusts
26:23 — No money? Here’s how a trust can still help
29:45 — The family who included amusement park trips in their trust
36:12 — Kim: “You answered all my questions—except one.”
40:12 — What the setup process looks like with EstateDocPrep
46:25 — The “tattooed son-in-law” and protecting your wishes
49:12 — How to choose guardians the right way
50:18 — “It feels like an 800-pound gorilla is off my back”
This episode features estate planning expert Oscar Vasquez, who breaks down what families really need to know about wills, trusts, probates and protecting your child with additional needs, even if you don't have assets.
We talk about:
• Why a will might not protect your child the way you think
• How a trust can preserve your home and even guide care instructions
• What to do if you don’t have money to leave behind
• How to prevent your child from ending up in the wrong hands
• One thing most lawyers won’t tell you about probate
Episode Highlights
01:52 — Oscar’s story: From orange fields to entrepreneurship
05:48 — Starting his first business at 9
09:48 — Kim: “We had a will—but we got it wrong.”
13:00 — Wills vs. trusts (and the hidden cost of probate)
20:40 — Why some lawyers don’t offer trusts
26:23 — No money? Here’s how a trust can still help
29:45 — The family who included amusement park trips in their trust
36:12 — Kim: “You answered all my questions—except one.”
40:12 — What the setup process looks like with EstateDocPrep
46:25 — The “tattooed son-in-law” and protecting your wishes
49:12 — How to choose guardians the right way
50:18 — “It feels like an 800-pound gorilla is off my back”