Estate Planning: Beyond the Binder

By estateplanningbeyondthebinder

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 f

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FAQs about Estate Planning: Beyond the Binder:

How many episodes does Estate Planning: Beyond the Binder have?

The podcast currently has 27 episodes available.

Estate Planning: Beyond the Binder episodes:

April 15, 2026 DIY Estate Planning - Why This Can Be a Nightmare for Californians (Audio)
Episode Summary:
Do-it-yourself estate planning can lead to costly mistakes, as attorney Brian Chew explains in this episode. From overlooking crucial legal advice to failing to fund trusts properly, DIY approaches can turn into nightmares for Californians. Brian emphasizes the importance of understanding goals and concerns to create effective estate plans.
Key Timestamps:
00:00 – Introduction
01:30 – Risks of DIY estate planning
03:15 – Importance of legal advice in estate planning
05:40 – Funding living trusts correctly
07:20 – Addressing complexities like second marriages and stepchildren
09:45 – Potential consequences of unequal distribution in estate planning
About the Show:
*Estate Planning: Beyond the Binder* provides valuable insights into estate planning strategies and pitfalls to avoid. With over 25 years of experience, Brian Chew offers expert guidance on navigating the complexities of estate planning to ensure your assets are protected and distributed according to your wishes.
...more
18min
April 15, 2026 DIY Estate Planning - Why This Can Be a Nightmare for Californians (Video)
Episode Summary:
Do-it-yourself estate planning can lead to costly mistakes, as attorney Brian Chew explains in this episode. From overlooking crucial legal advice to failing to fund trusts properly, DIY approaches can turn into nightmares for Californians. Brian emphasizes the importance of understanding goals and concerns to create effective estate plans.
Key Timestamps:
00:00 – Introduction
01:30 – Risks of DIY estate planning
03:15 – Importance of legal advice in estate planning
05:40 – Funding living trusts correctly
07:20 – Addressing complexities like second marriages and stepchildren
09:45 – Potential consequences of unequal distribution in estate planning
About the Show:
*Estate Planning: Beyond the Binder* provides valuable insights into estate planning strategies and pitfalls to avoid. With over 25 years of experience, Brian Chew offers expert guidance on navigating the complexities of estate planning to ensure your assets are protected and distributed according to your wishes.
...more
18min
April 01, 2026 Estate Planning for Unmarried Partners in California (Video)
Episode Summary:
In this episode of *Estate Planning: Beyond the Binder*, Brian Chew, a seasoned estate planning attorney, delves into the critical aspects of estate planning for unmarried partners in California. He highlights the significant legal and financial implications that arise when individuals fail to establish proper estate plans for their partners, offering valuable insights for safeguarding assets and decision-making rights.
Key Timestamps:
00:00 – Introduction
01:30 – Legal Rights of Unmarried Partners in Estate Planning
04:15 – Implications of Improper Estate Planning for Unmarried Couples
07:20 – Challenges Faced by Unmarried Partners in Medical Emergencies
10:45 – Consequences of Passing Away Without a Will for Unmarried Partners
13:10 – Tax Considerations for Gifts Among Unmarried Partners
15:50 – Importance of Updating Beneficiary Forms Alongside the Will
18:30 – Role of Cohabitation Agreements in Preventing Legal Disputes
21:05 – Implementing No Contest Clauses to Protect Partner's Assets
24:40 – Essential Estate Planning Documents for Unmarried Partners
About the Show:
*Estate Planning: Beyond the Binder* is a comprehensive podcast series hosted by leading estate planning attorney Brian Chew, providing invaluable insights and strategies to help individuals navigate the complexities of estate planning effectively. Tune in to explore expert guidance on securing your assets and ensuring your loved ones are protected.
...more
14min
April 01, 2026 Estate Planning for Unmarried Partners in California (Audio)
Episode Summary:
In this episode of *Estate Planning: Beyond the Binder*, Brian Chew, a seasoned estate planning attorney, delves into the critical aspects of estate planning for unmarried partners in California. He highlights the significant legal and financial implications that arise when individuals fail to establish proper estate plans for their partners, offering valuable insights for safeguarding assets and decision-making rights.
Key Timestamps:
00:00 – Introduction
01:30 – Legal Rights of Unmarried Partners in Estate Planning
04:15 – Implications of Improper Estate Planning for Unmarried Couples
07:20 – Challenges Faced by Unmarried Partners in Medical Emergencies
10:45 – Consequences of Passing Away Without a Will for Unmarried Partners
13:10 – Tax Considerations for Gifts Among Unmarried Partners
15:50 – Importance of Updating Beneficiary Forms Alongside the Will
18:30 – Role of Cohabitation Agreements in Preventing Legal Disputes
21:05 – Implementing No Contest Clauses to Protect Partner's Assets
24:40 – Essential Estate Planning Documents for Unmarried Partners
About the Show:
*Estate Planning: Beyond the Binder* is a comprehensive podcast series hosted by leading estate planning attorney Brian Chew, providing invaluable insights and strategies to help individuals navigate the complexities of estate planning effectively. Tune in to explore expert guidance on securing your assets and ensuring your loved ones are protected.
...more
14min
March 18, 2026 The Estate Planning Legal Checklist Parents Forget Before College
Episode Summary:
In this episode, Brian Chew, a leading estate planning attorney, discusses the crucial estate planning legal checklist every parent needs before their child heads to college. From understanding the impact of turning 18 to the necessity of documents like power of attorney and health care directives, Brian offers practical insights to ensure parents are prepared for any unforeseen emergencies.
Key Timestamps:
00:00 – Introduction
01:17 – Impact of turning 18 on parental rights
03:45 – Importance of power of attorney and health care directives
06:22 – Dealing with incapacitation and access to accounts
08:58 – Explaining the purpose of these documents to students
11:30 – Dispelling myths about automatic parental rights
14:45 – Best time to establish these documents
16:50 – Encouraging proactive discussions with children
19:10 – Ensuring a strong estate plan with trusted individuals
About the Show:
*Estate Planning Beyond the Binder* delves into essential legal considerations for families, guiding listeners through the complexities of estate planning to secure their loved ones' futures. Tune in for expert advice on navigating legal processes and protecting your assets.
...more
12min
March 04, 2026 Life Insurance & Estate Planning: How They Work Together
Episode Summary:
In this episode, Brian Chew, the managing partner at OC Wills and Trust Attorneys, delves into the crucial role of life insurance within an estate plan. He emphasizes the significance of life insurance in replacing lost income, supporting surviving family members, and providing liquidity for various expenses. Brian also highlights the common mistakes people make when not integrating life insurance with their estate plan and the importance of regularly reviewing and updating policies to align with changing circumstances.
Key Timestamps:
00:00 – Introduction
01:30 – Importance of life insurance in an estate plan
03:45 – Mistakes when not connecting life insurance to the estate plan
06:20 – Naming the correct beneficiaries to avoid legal issues
08:15 – Benefits of naming a trust as a life insurance beneficiary
10:00 – Providing liquidity through life insurance for estate expenses
12:45 – Safeguarding both new spouses and children from prior marriages
14:30 – Adapting life insurance needs as families grow and circumstances change
16:50 – Importance of reviewing and adjusting life insurance policies
19:10 – Ensuring life insurance aligns with the overall estate plan
About the Show:
*Estate Planning Beyond the Binder* is a podcast series dedicated to educating families on comprehensive estate planning strategies. Hosted by industry experts, each episode provides valuable insights and actionable advice on securing your legacy and protecting your loved ones.
...more
18min
February 18, 2026 Retirement Accounts & Estate Planning: What Families Need to Know
Episode Summary:
In this episode, Brian Chew, managing partner at OC Wills and Trust, delves into the complexities of estate planning with a focus on retirement accounts like IRAs and 401Ks. He highlights the importance of strategic planning to avoid tax pitfalls and ensure a seamless transfer of assets to beneficiaries.
Key Timestamps:
- 00:00 – Introduction
- 01:30 – Tax Implications of Traditional IRAs and 401Ks
- 04:15 – Impact of Secure Act on Inherited Retirement Accounts
- 06:45 – Changes in Rules for Inheriting Retirement Accounts
- 09:20 – Ten-Year Rule for Non-Spousal Beneficiaries
- 11:45 – Considerations for Leaving Retirement Accounts to Children
- 14:00 – Spousal vs. Children Beneficiaries: Decision Factors
- 16:30 – Common Mistakes in Estate Planning with Retirement Accounts
- 19:00 – Benefits of Using Trusts as Retirement Account Beneficiaries
- 22:10 – Anticipating Future Changes in Retirement Account Rules
- 24:30 – Practical Steps for Protecting Retirement Accounts
About the Show:
*Estate Planning Beyond the Binder with Brian Chew* offers expert insights into estate management, guiding families through the intricacies of legacy planning to secure their financial futures.
...more
19min
February 18, 2026 Retirement Accounts & Estate Planning: What Families Need to Know (Video)
Episode Summary:
In this episode, Brian Chew, managing partner at OC Wills and Trust, delves into the complexities of estate planning with a focus on retirement accounts like IRAs and 401Ks. He highlights the importance of strategic planning to avoid tax pitfalls and ensure a seamless transfer of assets to beneficiaries.
Key Timestamps:
- 00:00 – Introduction
- 01:30 – Tax Implications of Traditional IRAs and 401Ks
- 04:15 – Impact of Secure Act on Inherited Retirement Accounts
- 06:45 – Changes in Rules for Inheriting Retirement Accounts
- 09:20 – Ten-Year Rule for Non-Spousal Beneficiaries
- 11:45 – Considerations for Leaving Retirement Accounts to Children
- 14:00 – Spousal vs. Children Beneficiaries: Decision Factors
- 16:30 – Common Mistakes in Estate Planning with Retirement Accounts
- 19:00 – Benefits of Using Trusts as Retirement Account Beneficiaries
- 22:10 – Anticipating Future Changes in Retirement Account Rules
- 24:30 – Practical Steps for Protecting Retirement Accounts
About the Show:
*Estate Planning Beyond the Binder with Brian Chew* offers expert insights into estate management, guiding families through the intricacies of legacy planning to secure their financial futures.
...more
19min
February 04, 2026 Vacation Homes & Out-of-State Property: Avoiding Multi-State Probate (Video)
Episode Summary:
In this crucial episode, Brian Chew explains why owning a vacation home, rental property, or inherited land in another state can turn into a nightmare of ancillary probates, extra attorneys, and tens of thousands in unexpected fees. Brian reveals the simple fix that lets one California trust own property nationwide, the LLC pitfalls most owners miss, and why family vacation homes often end up being sold anyway — but only after proper planning.
Key Timestamps:
00:01 – Show Introduction
00:50 – The Real Cost of Probate on Out-of-State Property
02:00 – Ancillary Probate: One Property = One Extra Court Case
04:00 – California Probate vs. Other States: Same Pain, New Court
05:00 – Biggest Mistake: Having a Trust But Forgetting to Fund It
06:30 – LLCs for Rentals: Protection vs. Triggering the Due-on-Sale Clause
08:00 – Inheritance Tax Surprises in Other States
09:00 – Real Stories: Families Stuck in Multi-State Probate Hell vs. Smooth Transfers
10:30 – Exact Steps to Fix It Today (It Works in 49 States)
11:30 – Family Vacation Homes: Dream vs. Reality
12:30 – Closing Resources
About the Show:
"Estate Planning Beyond the Binder with Brian Chew" goes deeper than documents to protect families, businesses, and legacies. Brian Chew delivers 25+ years of real-world strategies so nothing you’ve built is left to chance.
...more
14min
February 04, 2026 Vacation Homes & Out-of-State Property: Avoiding Multi-State Probate
Episode Summary:
In this crucial episode, Brian Chew explains why owning a vacation home, rental property, or inherited land in another state can turn into a nightmare of ancillary probates, extra attorneys, and tens of thousands in unexpected fees. Brian reveals the simple fix that lets one California trust own property nationwide, the LLC pitfalls most owners miss, and why family vacation homes often end up being sold anyway — but only after proper planning.
Key Timestamps:
00:01 – Show Introduction
00:50 – The Real Cost of Probate on Out-of-State Property
02:00 – Ancillary Probate: One Property = One Extra Court Case
04:00 – California Probate vs. Other States: Same Pain, New Court
05:00 – Biggest Mistake: Having a Trust But Forgetting to Fund It
06:30 – LLCs for Rentals: Protection vs. Triggering the Due-on-Sale Clause
08:00 – Inheritance Tax Surprises in Other States
09:00 – Real Stories: Families Stuck in Multi-State Probate Hell vs. Smooth Transfers
10:30 – Exact Steps to Fix It Today (It Works in 49 States)
11:30 – Family Vacation Homes: Dream vs. Reality
12:30 – Closing Resources
About the Show:
"Estate Planning Beyond the Binder with Brian Chew" goes deeper than documents to protect families, businesses, and legacies. Brian Chew delivers 25+ years of real-world strategies so nothing you’ve built is left to chance.
...more
14min

FAQs about Estate Planning: Beyond the Binder:

How many episodes does Estate Planning: Beyond the Binder have?

The podcast currently has 27 episodes available.