Join Lindsay as she uncovers the surprising truth: Estate Planning is not as permanent as you might think! Explore how life changes; from new family members to evolving financial situations, and how those key moments can prompt a fresh look at your plan.

Discover the flexibility of revocable living trusts, which allow you to amend Your Estate Plan whenever necessary. Learn how this powerful tool gives you control and peace of mind, ensuring your wishes reflect your current reality. Tune in for expert insights, real-life stories, and practical tips to keep your estate plan as dynamic as your life!

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Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay

For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online

Want to learn more? Check out our [Free] Webinar HERE
Get started with our Cover Your A$$ets Workbook
Create Your Estate Plan HERE

Say What? Ever been confused as to who a Settlor is? What does intestate mean? In today's episode, Lindsay describes the different terms and words you may encounter when planning or creating Your Estate Plan and why words matter. After this episode, you will be able to read legal estate planning documents confidently and know who's who, and what all that convoluted legal jargon actually means. 


Wine Talk:
2018 Quinta Da Invejosa
Vinho Tinto Red Wine
Palmela DOC, Portugal

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Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay

For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online

Want to learn more? Check out our [Free] Webinar HERE
Get started with our Cover Your A$$ets Workbook
Create Your Estate Plan HERE

So, you’ve been appointed as a trustee of a trust. AKA you’re a Successor Trustee and now it is your job to manage, administer, and implement the terms and conditions of a trust. 

In this Episode, Lindsay walks you through step-by-step on how to navigate your new role as a trustee. How to secure the estate, inventory, notifying beneficiaries, managing finances, selling a home, and more. 

Wine Talk:
Freemark Abbey 
2013, 50th Reserve 
Napa Valley, California 
(Generous gift from a client) 

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Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay

For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online

Want to learn more? Check out our [Free] Webinar HERE
Get started with our Cover Your A$$ets Workbook
Create Your Estate Plan HERE

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Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay

For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online

Want to learn more? Check out our [Free] Webinar HERE
Get started with our Cover Your A$$ets Workbook
Create Your Estate Plan HERE

Learn all about the probate process in the episode and why you will absolutely want to avoid it. Lindsay discusses the complexity (over 20 filings and several appearances with the court), time consuming (think 18 months), and expensive (average cost of $28k+) process of probate. You will be well versed in what probate actually is and how the process works after listening to this episode. 


Wine Talk: 
Pars 2021 
Cabernet Sauvignon 
Napa Valley, California 

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Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay

For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online

Want to learn more? Check out our [Free] Webinar HERE
Get started with our Cover Your A$$ets Workbook
Create Your Estate Plan HERE

Oooo look a squirrel!! Today’s episode is all about the wonders of having ADHD (attention deficit hyperactivity disorder). Lindsay discusses the pros and cons of having ADHD and why she doesn’t think it’s really a disorder. But more how it’s like having your very own superpower 🦸🏻‍♀️

As always, this isn’t medical or clinical advice but a fun discussion of how Lindsay navigates her own ADHD and some of her experiences and how A LOT of entrepreneurs have it. 

Wine Talk:
Hovey
Viognier 2018
Murphys, Calaveras County, California 

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Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay

For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online

Want to learn more? Check out our [Free] Webinar HERE
Get started with our Cover Your A$$ets Workbook
Create Your Estate Plan HERE

Look who has a birthday today!! In this Episode, Lindsay discusses her birthday, getting older, knee injections, and her bucket list trip to Peru! Yes, there will be a discussion of Alpacas 🦙, Machu Pichu, and the Galapagos Islands 🐢. 

Learn and enjoy mini retirements and not waiting until it’s too late to travel and check off some of those bucket list items. Also, be sure to get Your Estate Plan in place as you age and before any major trips. 

Wine Talk:- Special Birthday Wine
Chateau Marquis de Terme 
2016 Margaux 
Grand Cru Classe en 1855

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Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay

For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online

Want to learn more? Check out our [Free] Webinar HERE
Get started with our Cover Your A$$ets Workbook
Create Your Estate Plan HERE

In this episode, Lindsay is preparing for a bucket list trip to Peru to hike Machu Picchu! Listen as she describes her packing style, travel tips, and favourite places to go.

Rothys Shoes:
https://rothys.com/

Wine Talk:
2021 Dillian Semillon 
Plymouth, California -Amador County 

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Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay

For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online

Want to learn more? Check out our [Free] Webinar HERE
Get started with our Cover Your A$$ets Workbook
Create Your Estate Plan HERE

We live in a digital world, so why wouldn't you need to provide for what happens to your digital assets when you're gone? Today Lindsay discusses why you need to protect your digital assets and provide access to your digital photos, facebook accounts, phones, computers, emails, and more. Learn how you can provide instant access for your loved ones in an emergency or when you've passed through our Legacy Vault. https://www.yourestateplan.online/lifeandwishes


Wine Talk: 
Ghost Block
2016 Cab 
Yountville, California- Napa 

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Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay

For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online

Want to learn more? Check out our [Free] Webinar HERE
Get started with our Cover Your A$$ets Workbook
Create Your Estate Plan HERE

A homestead exemption is a legal provision that protects a homeowner's primary residence from being seized to pay off debts, except for certain types of debts such as property taxes or mortgage obligations. It can also reduce the taxable value of the property, providing a property tax reduction for the homeowner. This exemption varies by state and jurisdiction.

In some states, homestead protection is automatic. In many states, however, homeowners receive the protections of the law only if they file a claim for homestead exemption with the state. Furthermore, the protection can be lost if the homeowner abandons the protected property by taking up primary residence elsewhere.

A trust can file for a homestead exemption, as long as the property being claimed as a homestead is owned by the trust and is being used as the primary residence of one of the trust's beneficiaries- which would be you as the Trustor. 

Here is the link for the form in Washoe County, Nevada

https://www.washoecounty.gov/assessor/real_property/Homestead%20Law.php

Here is one from Los Angeles County, California:

https://www.lavote.gov/documents/declaration-of-homestead.pdf

Wine Talk:
Domaine Chandon
2017 Carnerros Pinot Meunier 

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Follow Lindsay on IG @SipsAndTipsWithLindsay and TikTok @SipsAndTipsWithLindsay

For more resources and to get Your Estate Plan in place, visit https://www.yourestateplan.online

Want to learn more? Check out our [Free] Webinar HERE
Get started with our Cover Your A$$ets Workbook
Create Your Estate Plan HERE