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Episode 8 - Andrew Ward, Trust Attorney
https://sco.ca.gov/search_upd.html
On this episode of the Higher Expectations Podcast with the Hier Advantage Real Estate team, Ron Hier sits down with estate‑planning attorney Andrew Ward of Thompson Von Tungeln to demystify trusts, wills, and probate, what they are, how they differ, and when you really need them. Andy shares practical, real‑world guidance from decades of helping families protect what they’ve built.
You’ll learn:
Why a revocable living trust helps families avoid California’s costly, slow probate process
The role of pour‑over wills, successor trustees, and proper asset titling/beneficiaries
Must‑have documents: durable financial power of attorney, advance health care directive, HIPAA release
When to review and update your plan (Andy recommends every 3 years)
How to structure inheritances for asset protection and to support children with unique needs
Common pitfalls with old 1990s trusts, tax‑exemption changes, and “too‑good‑to‑be‑true” bargain plans
Bonus: finding unclaimed funds and why a trusted team (attorney + CPA + advisor) matters
Andy also shares community work through Rotary and invites listeners to free monthly estate‑planning seminars. If you’re a homeowner, parent, or small‑business owner, this conversation will help you get organized, avoid headaches, and give your family peace of mind.
View all episodes
By Higher Expectations Podcasthttps://sco.ca.gov/search_upd.html
On this episode of the Higher Expectations Podcast with the Hier Advantage Real Estate team, Ron Hier sits down with estate‑planning attorney Andrew Ward of Thompson Von Tungeln to demystify trusts, wills, and probate, what they are, how they differ, and when you really need them. Andy shares practical, real‑world guidance from decades of helping families protect what they’ve built.
You’ll learn:
Why a revocable living trust helps families avoid California’s costly, slow probate process
The role of pour‑over wills, successor trustees, and proper asset titling/beneficiaries
Must‑have documents: durable financial power of attorney, advance health care directive, HIPAA release
When to review and update your plan (Andy recommends every 3 years)
How to structure inheritances for asset protection and to support children with unique needs
Common pitfalls with old 1990s trusts, tax‑exemption changes, and “too‑good‑to‑be‑true” bargain plans
Bonus: finding unclaimed funds and why a trusted team (attorney + CPA + advisor) matters
Andy also shares community work through Rotary and invites listeners to free monthly estate‑planning seminars. If you’re a homeowner, parent, or small‑business owner, this conversation will help you get organized, avoid headaches, and give your family peace of mind.