🎙️Episode 33: You Inherited a Lot of Money! Now What?

👨‍💼With Special Guest: Rick Nott

About Our Guest:

He has more than a decade of wealth management experience and previously held positions as an advisor at AdvicePeriod, an associate advisor at SEIA and a trader at United Capital during the financial crisis. Rick holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and earned the Certified Private Wealth Advisor® (CPWA®) designation in conjunction with Chicago Booth School of Business.

Rick earned his Bachelor of Arts in Economics from the University of California Irvine. Though his hometown is Newport Beach, California, he currently resides in Pacific Palisades.

As a wealth advisor and exit planner, He will help uniquely successful entrepreneurs and professionals make better financial decisions on their journey from success to significance.

Find out all about You Inherited a Lot of Money! Now What? on this episode of the Probate Realtor Show!

CA DRE # 02054763

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

"A dollar today could be worth 10x in 30yrs at 8%. If you make decisions by thinking of the future, you'll make better decisions today."

📇Connecting with Rick Nott:

LinkedIn:https://www.linkedin.com/in/rickjnott/

Twitter: https://twitter.com/_iamnott

Website: http://www.ricknott.com

📻More Ways to Listen:

Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC

Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430

Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show

🎙️Connecting with ✨ The Probate Realtor Show and Matias

YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ

Facebook: https://www.facebook.com/matiasbakermasucci

Instagram: https://www.instagram.com/matiasbroker

LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/

Website: https://www.probaterealtor.la/

DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.

🎙️Episode 32: How to Buy Your Parents House After They Pass Away!

👨‍💼With Special Guest: R. Sam Price

About Our Guest:

R. Sam Price is an experienced and highly educated attorney who’s passionate about helping others. Sam’s exceptional talent is to make complicated legal jargon and court procedures, simple and easy for his clients to comprehend.

Sam is Certified as a Specialist in Estate Planning, Trust & Probate Law by The State Bar of California Board of Legal Specialization. He is the managing attorney of the growing boutique law practice, Price Law Firm, APC, which focuses on probate, estate planning, and trust administration. He made such an impression on an author client that she based a character of a probate attorney on him, in her real-life novel entitled, “Battle of the Wills.” He assists clients with protecting their family through estate planning. Sam helps successor trustees administer trusts after the passing of the settlor.

Sam chairs the Estate Planning and Probate Section of the San Bernardino County Bar Association where he organizes monthly educational presentations and an annual Probate Symposium. Sam is also a member of the Executive Committee of the Trusts & Estates Section of the California Lawyers Association.

When he’s not working on a legal matter, Sam values time spent with his family; his British TV reporter wife, Tiffany, their six-year-old son; and their beagle, Poppy.

Find out all about How to Buy your Parents House After they Pass Away on this episode of the Probate Realtor Show!

CA DRE # 02054763

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

"You need a professional on your side, who's an expert. Using a realtor protects the estate and protects the personal representative."

📇Connecting with Sam Price:

LinkedIn: https://www.linkedin.com/in/priceattorney/

Facebook: https://www.facebook.com/PriceLawFirmAPC

Website: https://pricelawfirm.com/

📻More Ways to Listen:

Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC

Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430

Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show

🎙️Connecting with ✨ The Probate Realtor Show and Matias

YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ

Facebook: https://www.facebook.com/matiasbakermasucci

Instagram: https://www.instagram.com/matiasbroker

LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/

Website: https://www.probaterealtor.la/

DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.

🎙️Episode 31: Tips to Avoid Estate Litigation

🎙️Episode 30: Why a Will is NOT an Estate Plan!

👨‍💼With Special Guest: Brittany Britton

About Our Guest:

Brittany blends emotional insight and legal expertise to offer a contemporary approach to estate planning. She believes that a client who understands the ins and outs of the law is an empowered and satisfied client. Brittany always explains the law in plain English, approaches each situation with a creative and compassionate eye, and truly enjoys getting to know the families she works with.
Brittany earned her J.D. at Golden Gate University School of Law and is a member in good standing of the California State Bar. She earned a B.A. in psychology at the  University of Arizona, where she competed as a NCAA Division I volleyball player and was active in the mentor program for at-risk youth. After graduating, she worked for a solo estate planning attorney in Tucson, learning so much about running a small business and providing excellent estate planning services.

Find out all about Why a Will is not an Estate Plan on this episode of the Probate Realtor Show!

CA DRE # 02054763

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

"Decide wisely today. Create a backup plan. Choose 2-3 people you trust so you're covered in the event of vulnerability."

📇Connecting with Brittany Britton: 

LinkedIn: https://www.linkedin.com/in/scott-rahn-trust-estate-probate-litigator-7b71602/

Facebook:https://www.facebook.com/bestcoastlawgroup

Website: https://bestcoastlawgroup.com/

📻More Ways to Listen:

Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC

Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430

Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show

🎙️Connecting with ✨ The Probate Realtor Show and Matias

YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ

Facebook: https://www.facebook.com/matiasbakermasucci

Instagram: https://www.instagram.com/matiasbroker

LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/

Website: https://www.probaterealtor.la/

DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.

🎙️Episode 29: What Are Beneficiary Rights?

👨‍💼With Special Guest: Scott Rahn

About Our Guest:

Scott Rahn resolves contests, disputes, and litigation related to trusts, estates, and conservatorships, creating a welcome peace of mind for clients. He represents heirs, beneficiaries, trustees, and executors. He utilizes his experience to develop and implement strategies that swiftly and cost-effectively address the financial issues, fiduciary duties, and emotional complexities underlying trust contests, estates conflicts, and probate litigation.

Driven by a commitment to provide relief to people grieving the loss of a loved one, Rahn collaborates closely with clients. He pursues and defends claims involving incapacity, incompetence, undue influence, breach of fiduciary duty, and other similar areas of dispute. His advice and counsel include prevention and remediation of financial elder abuse. Rahn is known for in-depth financial investigations and deftly handling intra-family dynamics and decades-long family friction. He has extensive experience in courts, arbitration, mediation, and dispute resolution forums.

Find out all about what are Beneficiary Rights on this episode of the Probate Realtor Show!

CA DRE # 02054763

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

“It's easier to stop a fraud or a theft than it is to claw back those assets and address the wrong that's happened."

📇Connecting with Scott Rahn:

LinkedIn: https://www.linkedin.com/in/scott-rahn-trust-estate-probate-litigator-7b71602/

Facebook: https://www.facebook.com/scott.rahn.75/

Website: https://rmolawyers.com/

📻More Ways to Listen:

Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC

Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430

Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show

🎙️Connecting with ✨ The Probate Realtor Show and Matias

YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ

Facebook: https://www.facebook.com/matiasbakermasucci

Instagram: https://www.instagram.com/matiasbroker

LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/

Website: https://www.probaterealtor.la/

DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.

🎙️Episode 28: What is incapacitation and how do you plan for it?

👨‍💼With Special Guest: Jennifer McNeil-Lozano

About Our Guest:

McNeil Lozano Law, PC is a boutique Trust and Estates Law Firm founded by Jennifer McNeil-Lozano, Esq. Our firm specializes in Estate Planning, Probate, Trust Administration, and General Business matters.

Jennifer founded McNeil Lozano Law, PC in 2012 to provide quality legal services on a personal level as a trusted advisor. Jennifer’s practice is based in Los Angeles and specializes in estate planning. Jennifer regularly works with financial advisors, insurance representatives and accountants to provide comprehensive advice and planning tailored to her client’s specific needs. Jennifer is currently serving on the Executive Committee of the Trusts & Estates Section of the Beverly Hills Bar Association and is an active member of Wealth Counsel.

Find out all about What is incapacitation and how to plan for it on this episode of the Probate Realtor Show!

CA DRE # 02054763

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

"Be courageous; don't let fear stop you on the path to your dreams. Step boldly, one foot in front of the other."

📇Connecting with Jennifer McNeil-Lozano:

LinkedIn: https://www.linkedin.com/in/jennifermcneillozano/

Instagram: https://www.instagram.com/jenrose23/?hl=en

Website: https://www.mcneillozanolaw.com/

📻More Ways to Listen:

Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC

Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430

Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show

🎙️Connecting with ✨ The Probate Realtor Show and Matias

YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ

Facebook: https://www.facebook.com/matiasbakermasucci

Instagram: https://www.instagram.com/matiasbroker

LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/

Website: https://www.probaterealtor.la/

DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.

🎙️Episode 27: What is a Material Fact in the Sale of Real Estate?

🎙️Episode 26: Costly Mistakes in Estate Planning and Probate

👨‍💼With Special Guest: Darrell Harriman

About Our Guest:

Darrell Harriman graduated from UC Davis in 1976, and from McGeorge School of Law in 1979. He was sworn in as an attorney in late 1979, and started practicing law shortly afterward. Over the past 43 years he has handled a wide variety of legal matters, but during the last ten to fifteen years have narrowed his practice to include only estate planning, probate, and trust administration.

Find out all about Costly Mistakes in Estate Planning and Probate on this episode of the Probate Realtor Show!

CA DRE # 02054763

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

"If you choose to make an unpopular decision, have the fortitude to tell your child what you've done to avoid litigation down the road."

📇Connecting with Darrell Harriman:

LinkedIn: https://www.linkedin.com/in/darrell-harriman-4b478118/

Facebook: https://www.facebook.com/HarrimanLaw/

Website: http://www.harrimanlaw.com

📻More Ways to Listen:

Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC

Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430

Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show

🎙️Connecting with ✨ The Probate Realtor Show and Matias

YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ

Facebook: https://www.facebook.com/matiasbakermasucci

Instagram: https://www.instagram.com/matiasbroker

LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/

Website: https://www.probaterealtor.la/

DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.

🎙️Episode 25: Top 10 Celebrity Estate Planning Mistakes

👨‍💼With Special Guest: Lisa Golshani

About Our Guest:

Attorney Lisa Golshani practices in the area of trust and estate planning, to include Children’s Protection Planning and Special Needs Trusts. She focuses on simplifying an often complex legal process in order to create a comprehensive estate plan that reflects her clients’ personal and financial goals. It is her passion to help families plan, protect, and preserve their family, their wealth, and their legacy. As such, she takes the time to get to know her clients, educate them, answer their personal questions, address those issues that may be of particular concern to them, and provide them the peace of mind knowing that their plan will work should it ever be needed.

Lisa received her Bachelor of Arts degree in Psychology from the University of California, Los Angeles. She went on to earn her Juris Doctor degree from Loyola Marymount University Law School and served as a judicial extern to the Honorable Andrew J. Wistrich, United States District Court Magistrate Judge. She is licensed to practice law in California and is admitted to practice before the U.S. District Court for the Central District of California.

Find out all about Top 10 Celebrity Estate Planning Mistakes on this episode of the Probate Realtor Show!

CA DRE # 02054763

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

“We’re going to go over a few celebrity mistakes that we can all learn from and hopefully do better.”

📇Connecting with Lisa Golshani:

LinkedIn: https://www.linkedin.com/in/lisa-golshani-4060a079/

Facebook: https://www.facebook.com/profile.php?id=100061948036690

Instagram: https://www.instagram.com/lisagolshani/?hl=en

Website: http://www.golshanilaw.com

📻More Ways to Listen:

Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC

Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430

Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show

🎙️Connecting with ✨ The Probate Realtor Show and Matias

YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ

Facebook: https://www.facebook.com/matiasbakermasucci

Instagram: https://www.instagram.com/matiasbroker

LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/

Website: https://www.probaterealtor.la/

DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.

🎙️Episode 24: Everything You Need To Know About Conservatorships

👨‍💼With Special Guest: Beti Bergman

About Our Guest:

Beti Bergman is an attorney and counselor at law dedicated to serving her clients with judgment, courtesy, and diligence. In 1997, she started her legal career as a business litigator and then joined the Los Angeles City Attorney's Office in 2003 where she was civil litigator handling nuisance abatement matters.

Beti Bergman is certified by the California Board of Legal Specialization in estate planning, trust and probate law and has earned a Master Advocate Designation from the National Institute of Trial Advocacy, where she returns as a faculty instructor for their annual Building Trial Skills Program at Loyola Law School. Ms. Bergman is also named as a Southern California Super Lawyer, a Super Lawyers Top Women in Southern California, a Top Attorney by Los Angeles Magazine, a 10 Best Estate Planning Attorney by the American Institute of Legal Counsel, a Top 3 estate planning lawyer in Torrance by ThreeBestRated, and a Best Probate Attorney in Torrance by Expertise.com. She has been awarded the Best of Torrance Award in the Local Business Category, inducted in Marquis Who’s Who, in the Torrance Business Hall of Fame, and Premier Lawyers of America, and has been featured in Forbes, Fortune 500, Angeleno, and Los Angeles Magazine.

Find out all about Everything You Need To Know About Conservatorships on this episode of the Probate Realtor Show!

CA DRE # 02054763

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

📇Connecting with Beti Bergman:

LinkedIn: https://www.linkedin.com/in/beti-bergman-1b11541a2/

Facebook:https://www.facebook.com/peninsulalaw/

Instagram: https://www.instagram.com/barristerbeti/?hl=en

Website: https://www.peninsula.law/

📻More Ways to Listen:

Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC

Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430

Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show

🎙️Connecting with ✨ The Probate Realtor Show and Matias

YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ

Facebook: https://www.facebook.com/matiasbakermasucci

Instagram: https://www.instagram.com/matiasbroker

LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/

Website: https://www.probaterealtor.la/

DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.