The Hamilton family thought a will would make settling the estate easy. Sixteen months later, they were still in court. Discover why a will alone often isn’t enough.

The Reynolds family thought a will was enough — until probate turned their inheritance into a two-year ordeal. Learn why trusts often provide faster, smoother transitions.

Legal plans mean little if your family’s not on the same page. Chad breaks down how to host a family meeting that brings clarity—and protects relationships.

A disorganized estate leaves chaos behind. In this episode, Chad Brocato outlines the exact checklist to avoid burdening your family with a financial scavenger hunt.

🏠 A trust can’t protect what it doesn’t own.

Are you building a legacy—or just preparing a legal file? Chad Brocato unpacks how your daily values shape your real inheritance—and why legacy starts long before legal.

Legal documents matter - but so does your voice. In today's episode, Chad shares why every estate plan needs a personal letter your family will cherish. Learn how to write it - and why it matters more than you think. 

More investors are putting real estate into trusts to enhance privacy, reduce risk, and simplify transfers. Chad explains how it works—and why smart structuring makes all the difference.

Retirees are often unprotected despite having significant wealth. Chad shares real stories and practical strategies for shielding your assets during the golden years—before it’s too late.

Revocable trusts help avoid probate—but they don’t protect assets from lawsuits. Learn what they can and can’t do—and how to layer in protection the right way.