Welcome back to Wills and Trusts For Gens X and Y, where we demystify and discuss CA wills, trusts and probate issues in plain English. I’m Christie Asselin, a Los Angeles-based attorney with wills and trusts clients all over CA.

In this episode, I have the opportunity to speak with Jeff Weston, CFP.  He is with Tortuga Wealth Management, a South Bay Los Angeles wealth management firm. He can be reached at 310-929-0109; [email protected].

We discuss what it actually means to be a CFP (hint: Every financial planner is a financial advisor, but not every financial advisor is a financial planner.). 

We also discuss Jeff's background, how he helps his clients, how CFPs charge their clients, tips for finding a wealth advisor and his success stories.  

If you are a trustee, trust or estate beneficiary, or want to get started on your own estate planning journey now, I'd love to hear from you. You can call my office at 818-248-2183 to schedule a consultation. Or check out my website where you can even book online 24/7: LawyerCMA.com.

Ready to take control of your real estate journey? Unravel the complex world of title insurance with me, your host Christie Asselin. Together, we'll dissect the differences between title insurance and other types of insurance, as well as the significant role it plays in shielding homeowners and lenders from legal claims tied to property ownership. 

Christie will draw from real-life Reddit examples because nobody quite knows what title insurance does. 

While this podcast is packed with beneficial information, it's not a replacement for legal counsel. So, tune in, soak up knowledge, and prepare to make well-informed decisions that will give you a leg up on your real estate journey.

If you are a trustee, trust or estate beneficiary, or want to get started on your own estate planning journey now, I'd love to hear from you. You can call my office at 818-248-2183 to schedule a consultation. Or check out my website where you can even book online 24/7: LawyerCMA.com.

Get ready for an enlightening discussion as I sit with the accomplished
Mona Elhalwagy, a wholesale lender and lawyer. 

From sharing her unique journey as both a lender and a lawyer, to explaining what wholesale lending entails and why she stuck around post-law school, Mona delivers a powerhouse of insights. She wears multiple hats, representing lenders, educating brokers on loan products, and structuring loans to increase approval odds. Forbix Capital is where she is currently trailblazing with residential, commercial, and private money loans. 

Stepping into the second half of our chat, Mona breaks down the nuts and bolts of loan programs for trust and estate beneficiaries, tossing in her most memorable success story. 

If you're curious about how to secure loans for investment properties or want to understand what sets Forbix apart from other lenders, Mona's got you covered. 

Mona's NMLS Number is 663069; and her DRE Number is 01221578. 

If you are a trustee, trust or estate beneficiary, or want to get started on your own estate planning journey now, I'd love to hear from you. You can call my office at 818-248-2183 to schedule a consultation. Or check out my website where you can even book online 24/7: LawyerCMA.com.

Ready to unravel the mysteries of trust administration? 

With this episode of Wills and Trusts for Generations X and Y, your host Christie Asselin, promise to equip you with the knowledge to navigate this complex process.

From understanding trust assets and their correct titling to exploring the pivotal role and responsibilities of a trustee, Christie will be your guide every step of the way. Hear about the five-step process every trustee must undertake, starting with notifying beneficiaries and culminating in the final distribution of assets.

Venturing further into the labyrinth of trust administration in the second half, she sheds light on why engaging an experienced attorney can make all the difference. 

Get ready for a deep dive into the duties of a trustee, the role of probate court, and the process of asset distribution.  She will arm you with insights on ensuring beneficiaries receive their rightful share of assets and ways to steer clear of potential legal actions. This episode promises to leave you with a comprehensive understanding of trust administration, so tune in and arm yourself with the knowledge to tackle it effectively.

If you are a trustee, trust or estate beneficiary, or want to get started on your own estate planning journey now, I'd love to hear from you. You can call my office at 818-248-2183 to schedule a consultation. Or check out my website where you can even book online 24/7: LawyerCMA.com.

Navigating the probate process in California can be overwhelming, especially if you're unsure about the necessary steps and costs involved. Los Angeles-based attorney Christie Asselin demystifies this often intimidating process in our latest episode, providing invaluable insights and guidance on all aspects of probate administration.

Listen in as Christie explains how to determine whether a probate petition needs to be filed, as well as the various steps required for handling the distribution of assets. Learn about the costs and timeline associated with probate, and gain useful advice on how to tackle the process with the help of an experienced probate attorney. Whether you're currently facing the probate process or simply want to be better prepared for the future, this episode is a must-listen!

If you are a trustee, trust or estate beneficiary, or want to get started on your own estate planning journey now, I'd love to hear from you. You can call my office at 818-248-2183 to schedule a consultation. Or check out my website where you can even book online 24/7: LawyerCMA.com.

 Hello everyone! Welcome to Wills and Trusts For Gens X and Y, where we demystify and discuss CA wills, trusts and probate issues in plain English. I’m Christie Asselin, a Los Angeles based attorney with wills and trusts clients all over CA. As a Gen X or Gen Y-er, you have specific estate planning needs. Let’s talk about them because information is power! 

This content is taking from an interview conducted by Carin Hoffman, of Compass Real Estate La Canada. You can find Carin here:  https://www.compass.com/agents/carin-hoffman.

Carin and I discuss estate plans, and probate including: 

• The statutory formula used to calculate attorney and executor fees and the duration of a probate case. And, how it is much less expensive and less time consuming to plan ahead with an estate plan.  
• The crucial steps involved, such as filing the copy of the will, gathering information about the estate, and submitting creditor claims. 
• The importance of an estate plan including a will, trust, advance healthcare directive, and durable financial power of attorney.

Don't get caught off guard - listen to this episode to empower yourself with the knowledge and understanding you need to make informed decisions about your estate planning. Whether you're a Gen X or Gen Y individual, this episode will provide you with invaluable insights into estate and end-of-life planning. Protect your family and loved ones with a well-prepared estate plan by tuning in today.

If you are a trustee, trust or estate beneficiary, or want to get started on your own estate planning journey now, I'd love to hear from you. You can call my office at 818-248-2183 to schedule a consultation. Or check out my website where you can even book online 24/7: LawyerCMA.com.

Show Transcript:
Welcome to Wills and Trusts For Gens X and Y, where we demystify and discuss CA wills, trusts and probate issues in plain English. I’m Christie Asselin, a Los Angeles based attorney with wills and trusts clients all over CA. As a Gen X or Gen Y-er, you have specific estate planning needs. Let’s talk about them because information is power! Today, we’ll be going over an introduction to the podcast. Let’s get started! 

Transcription:

Hello, everyone, welcome to Wills and Trusts for gents x and a y. For me demystify and discuss California Wills, trusts and probate issues in plain English. I'm Christie Asselin, a Los Angeles based attorney with wills and trusts clients all over California. 

As a Gen X or Gen-er, you have specific estate planning needs. Let's talk about them because information is power. Today we'll  go over an introduction to the podcast. So let's get started. 

A quick introduction about me. I live in practice in the northeast area of Los Angeles. I've been married for almost 10 years, and we have a very active five year old boy, we just finished up baseball season, which if you know, you know what a commitment that is,.

When he was born, I decided to start my own law practice. It all started when he was three months old when I was still litigating working for other law firms. And I was totally off my rocker for doing this. But hey, you have to go after what you want, right? 

I really like this area of law because I know I'm helping people and families in a very direct way. So I'm happy to say I have found my niche. 

Speaking of niches, why am I focusing on Gen X and Gen Y in this podcast? Why do our generation or generations of this age need estate plans? Well, our needs are very unique. And wills trust and probate issues do not just affect older generations, they affect us too. 

So why Gen X and millennials or Gen Y? Well, what's going on with our lives, we have children, maybe maybe we have children we're responsible for. We have aging parents, we have possibly an internet presence, whether it be as simple as an online banking profile, social media profile, or as complex as a profit generating YouTube channel. Some of us own homes, a lot of us have significant savings. Some of us are married, some of us are in an unofficial or official, sorry, excuse me, official or unofficial domestic partnership. These are all issues that are going to affect your life and that are going to touch upon issues relating to Wills, trusts and probate. So I am so excited to go over all of this with you all this very, very important information. 

We'll be going over all of these issues in subsequent podcasts. 

If you are excited to get started on this journey now and you want to schedule a consultation, I'd love to hear from you. You can call my office at 818-248-2183 to do that. Or check out my website where you can even book online 24/7: LawyerCMA.com.

I am really looking forward to working on this podcast and I look forward to talking to you soon!

If you are excited to get started on this journey now and you want to schedule a consultation, I'd love to hear from you. You can call my office at 818-248-2183 to do that. Or check out my website where you can even book online 24/7: LawyerCMA.com.

issues, wills, trusts, podcast, started, gen x, gen, unofficial, probate, lawyer, quick introduction, gen y, affect, married, domestic partnership, baseball season, consultation, estate planning, significant savings, profile

If you are a trustee, trust or estate beneficiary, or want to get started on your own estate planning journey now, I'd love to hear from you. You can call my office at 818-248-2183 to schedule a consultation. Or check out my website where you can even book online 24/7: LawyerCMA.com.