๐ Estate planning is about far more than drafting a willโitโs about protecting your family, assets, and legacy. In this episode, we explore the biggest estate planning mistakes people make, why trusts need regular updates, how California laws can impact your inheritance, and why every adult should have an estate plan. Whether you're a homeowner, investor, or simply planning for the future, this conversation is packed with practical insights.
๐ง Hosted by: Robbyn Battles
๐ค Guest:๐ก Cecilia Amo โ Estate Planning Attorney & Founder of Amo Law Legacy Planning
Cecilia Amo is an estate planning attorney, speaker, and the author of Your After-Credits Scene: A Nerd's Guide to Wills, Trusts, and Legacy. As the founder of Amo Law, she serves clients across California including Orange, Los Angeles, San Bernardino, Riverside, and San Diego counties focusing on asset protection and intergenerational wealth.
๐ก Key Topics Covered:
โ๏ธ Estate planning myths everyone should know
โ๏ธ How trusts help avoid probate
โ๏ธ Common trust and inheritance mistakes
โ๏ธ California Prop 19 and property tax changes
โ๏ธ Protecting your family's wealth for future generations
๐ต Whether you're an investor, agent, or homebuyer, this episode offers valuable insights!
๐ผ Connect with Cecilia Amo:
๐ Website โ https://amo-law.com/
๐ป Facebook โ https://www.facebook.com/amolawlegacyplanning
๐ธ Instagram โ https://www.instagram.com/amolaw.legacyplanning/
๐ LinkedIn โ https://www.linkedin.com/company/amo-law-legacy-planning/
๐ง Follow Robbyn Battles:
๐ Website โ https://www.thehouseagent.com/
๐ป Facebook โ https://www.facebook.com/RobbynBattlesTheHouseAgent
๐ธ Instagram โ https://www.instagram.com/robbynbattles/
๐ผ LinkedIn โ https://www.linkedin.com/in/robbynbattles/
๐ Donโt Forget to LIKE ๐, SUBSCRIBE ๐ & COMMENT ๐ฌ Below!
โญ Produced by Icons of Real Estate - https://iconsofrealestate.com/