California Retirement Pitfalls to LOOK OUT For!
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California Retirement Pitfalls to LOOK OUT For!
59:00
Capital Gains is a HIDDEN Death Tax!
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Capital Gains is a HIDDEN Death Tax!
29:46
Prop 13 California: How it Benefits us Today
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Prop 13 California: How it Benefits us Today
36:18
Inheritance Planning? Are YOU Ready to Inherit?
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Inheritance Planning? Are YOU Ready to Inherit?
59:04
Income Tax is a Hidden DEATH Tax!
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Income Tax is a Hidden DEATH Tax!
23:53
Fire Recovery: Rebuilding with Resilience and Tax Awareness
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Fire Recovery: Rebuilding with Resilience and Tax Awareness
38:14
LLC, Corporation or Partnership: Which legal structure is Best?
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LLC, Corporation or Partnership: Which legal structure is Best?
51:26
Settling a Trust After Death: Dissolving a Trust!
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Settling a Trust After Death: Dissolving a Trust!
59:18
Retiring in California: Financial Planning & RMD Strategies
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Retiring in California: Financial Planning & RMD Strategies
56:30
How do Attorneys Charge?
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How do Attorneys Charge?
30:44
Hidden Taxes When You Inherit
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Hidden Taxes When You Inherit
53:14
How Much Does a Living Trust Cost in 2025?
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How Much Does a Living Trust Cost in 2025?
45:46
The Corporate Transparency Act Update!
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The Corporate Transparency Act Update!
33:21
Donor Advised Funds vs Private Foundations
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Donor Advised Funds vs Private Foundations
47:09
Is Adding Your Child to Your Title a Bad Idea?
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Is Adding Your Child to Your Title a Bad Idea?
50:21
Business Succession Planning for CPAs
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Business Succession Planning for CPAs
45:49
What is a Living Trust? (Living Trust 101)
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What is a Living Trust? (Living Trust 101)
35:22
What to Expect from the Market After the Election!
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What to Expect from the Market After the Election!
50:23
Pet Trusts: Your Pet's Care, Covered
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Pet Trusts: Your Pet's Care, Covered
26:38
Election Results 2024! Taxes and You: Prepare for What's Next
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Election Results 2024! Taxes and You: Prepare for What's Next
49:48
What to do with Real Estate in a Living Trust?
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What to do with Real Estate in a Living Trust?
29:50
What to DO with Real Estate After Somebody Dies?
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What to DO with Real Estate After Somebody Dies?
1:07:10
Difference between a Trust and a Will!
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Difference between a Trust and a Will!
50:56
The True Cost of RETIRING in California: What You Need To Know
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The True Cost of RETIRING in California: What You Need To Know
1:10:23
What to expect with markets leading up to a Presidential Election?
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What to expect with markets leading up to a Presidential Election?
1:01:46
Inherited IRAs: Risks for Special Needs
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Inherited IRAs: Risks for Special Needs
18:26
Special Needs Trusts: A Lifeline for Your Loved One's Future
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Special Needs Trusts: A Lifeline for Your Loved One's Future
42:32
Business Succession Planning: Building a Business that LASTS!
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Business Succession Planning: Building a Business that LASTS!
49:14
How to Set Up a Charitable Trust!
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How to Set Up a Charitable Trust!
18:22
Charitable Giving Benefits: An Inside Look!
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Charitable Giving Benefits: An Inside Look!
31:08
Independent Trustee: Should you have one for your Living Trust?
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Independent Trustee: Should you have one for your Living Trust?
55:58
Maximizing Tax Incentives! Oil & Gas Investments
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Maximizing Tax Incentives! Oil & Gas Investments
38:14
Prop 19 Loopholes: Setting Your Family Up for Prop 13 Success
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Prop 19 Loopholes: Setting Your Family Up for Prop 13 Success
59:20
721 Exchange: A New Strategy in Real Estate Investment!
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721 Exchange: A New Strategy in Real Estate Investment!
1:07:10
Retiring in California: How Does it Work and Is it for You?
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Retiring in California: How Does it Work and Is it for You?
42:08
California Probate: Costs, Navigation, and Probate Alternatives
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California Probate: Costs, Navigation, and Probate Alternatives
47:03
Tax Law Changes in 2026: Expiration of the 2017 Tax Cuts and Jobs Act
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Tax Law Changes in 2026: Expiration of the 2017 Tax Cuts and Jobs Act
55:39
Why should you RETIRE in California?
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Why should you RETIRE in California?
31:16
What is a Living Trust? Living Trusts EXPLAINED
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What is a Living Trust? Living Trusts EXPLAINED
36:06
Remarried? Blended Family? CRITICAL Estate Planning Issues
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Remarried? Blended Family? CRITICAL Estate Planning Issues
57:27
What is the cost of probate in California?
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What is the cost of probate in California?
21:11
Living Trust COST and WHY?
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Living Trust COST and WHY?
44:11
Estate Tax Exemption Sunset 2026: Portability and IDGT Explained
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Estate Tax Exemption Sunset 2026: Portability and IDGT Explained
20:02
Probate Process From Start To Finish
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Probate Process From Start To Finish
40:12
Real Estate Investing... NOT in California!
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Real Estate Investing... NOT in California!
1:09:13
Asset Protection and the Corporate Veil
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Asset Protection and the Corporate Veil
52:23
Estate Planning For College Students and High School Graduates
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Estate Planning For College Students and High School Graduates
39:06
Oil and Gas Investing is A Tax Mitigation Strategy
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Oil and Gas Investing is A Tax Mitigation Strategy
30:43
Will My Spouse and Kids Inherit Everything?
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Will My Spouse and Kids Inherit Everything?
28:54
Trust Administration Checklist CALIFORNIA
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Trust Administration Checklist CALIFORNIA
55:45
Retiring in California: Pros and Cons
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Retiring in California: Pros and Cons
40:07
Tax Loss Harvesting: What is it?
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Tax Loss Harvesting: What is it?
20:22
When Should You Have a Comprehensive Financial Plan?
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When Should You Have a Comprehensive Financial Plan?
1:00:42
How to Avoid and Defer Capital Gains Tax
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How to Avoid and Defer Capital Gains Tax
49:49
Prop 19 California: What is it?
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Prop 19 California: What is it?
48:10
Do you have a GOOD Living Trust?
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Do you have a GOOD Living Trust?
32:17
The Presidential Election's Impact on the Economy and Your Finances
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The Presidential Election's Impact on the Economy and Your Finances
56:36
Gifting Money to Family: Savvy Estate Planning
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Gifting Money to Family: Savvy Estate Planning
31:35
Dying WITHOUT a Will: Intestate Succession California
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Dying WITHOUT a Will: Intestate Succession California
48:45
Starting and Selling A Business! Maximizing Price
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Starting and Selling A Business! Maximizing Price
46:02
Don't Get Trapped: Spotting the Signs of a BAD Living Trust
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Don't Get Trapped: Spotting the Signs of a BAD Living Trust
37:55
Housekeeping items for your Financial Health 2024
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Housekeeping items for your Financial Health 2024
1:09:07
Trust Administration Attorney: What is it and Do You REALLY Need an Expert?
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Trust Administration Attorney: What is it and Do You REALLY Need an Expert?
55:22
Corporate Transparency Act: What You Need to Do NOW
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Corporate Transparency Act: What You Need to Do NOW
32:15
Holding Company EXPLAINED
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Holding Company EXPLAINED
17:01
What NOT to Put in Your Living Trust
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What NOT to Put in Your Living Trust
19:11
Good Living Trust v. Bad Trust: How to Tell the Difference?
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Good Living Trust v. Bad Trust: How to Tell the Difference?
47:44
Financial Fraud Prevention
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Financial Fraud Prevention
55:23
Avoiding Real Estate Disputes Among Buyers, Sellers, and Investors
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Avoiding Real Estate Disputes Among Buyers, Sellers, and Investors
45:26
Art, Antiques, and The IRS: A Crash Course on Estate Planning and Collectibles
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Art, Antiques, and The IRS: A Crash Course on Estate Planning and Collectibles
53:44
Using an LLC for Real Estate Investing: The Ultimate Guide
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Using an LLC for Real Estate Investing: The Ultimate Guide
58:07
Maximizing Tax Savings with Charitable Giving
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Maximizing Tax Savings with Charitable Giving
50:46
How to put REAL ESTATE and BANK ACCOUNTS in a Living Trust!
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How to put REAL ESTATE and BANK ACCOUNTS in a Living Trust!
20:09
Estate Planning for Widows & Widowers: When Your Spouse Dies
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Estate Planning for Widows & Widowers: When Your Spouse Dies
27:55
Planning Considerations for Business Owners: Taxes, Finances
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Planning Considerations for Business Owners: Taxes, Finances
53:17
5 Top Strategies to AVOID Death Taxes
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5 Top Strategies to AVOID Death Taxes
54:38
Passive Income Streams: Thinking beyond real estate
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Passive Income Streams: Thinking beyond real estate
47:55
Incapacity: Savvy Planning for The Inevitable
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Incapacity: Savvy Planning for The Inevitable
49:06
Funding a Living Trust: 5 Ways!
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Funding a Living Trust: 5 Ways!
41:50
How Can Successor Trustees Get PAID?
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How Can Successor Trustees Get PAID?
1:01:17
Estate Planning for Spouses: Maximizing Tax Strategies as a Couple
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Estate Planning for Spouses: Maximizing Tax Strategies as a Couple
29:06
CONCEPTOS BÁSICOS de la Planificación Patrimonial
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CONCEPTOS BÁSICOS de la Planificación Patrimonial
51:40
2026 Estate Tax Exemption Sunset: Opportunities and Risks for Your Estate Plan
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2026 Estate Tax Exemption Sunset: Opportunities and Risks for Your Estate Plan
50:46
What is an AB Trust?
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What is an AB Trust?
17:42
How to Pass on Real Estate Under Prop 19
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How to Pass on Real Estate Under Prop 19
48:52
Legacy Life Insurance Policies: Is your coverage evolving with your needs?
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Legacy Life Insurance Policies: Is your coverage evolving with your needs?
48:30
Can Income Tax Planning Lower Your Income Taxes?
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Can Income Tax Planning Lower Your Income Taxes?
50:55
When and How to PROBATE Real Estate Properties in California!
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When and How to PROBATE Real Estate Properties in California!
42:22
Joint vs Separate Living Trust: What’s Right for YOU
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Joint vs Separate Living Trust: What’s Right for YOU
45:22
How to Best Own Investment Real Estate: LLCs, Joint Tenancy, Trusts?
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How to Best Own Investment Real Estate: LLCs, Joint Tenancy, Trusts?
40:25
STOCK MARKET Mid Year Market Outlook & Insights for 2023
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STOCK MARKET Mid Year Market Outlook & Insights for 2023
1:02:07
AB Trusts: The Good, The Bad, and The Ugly
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AB Trusts: The Good, The Bad, and The Ugly
44:47
Inheritance STRATEGIES for Your Wealthy Children
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Inheritance STRATEGIES for Your Wealthy Children
40:08
A Deeper Dive Into Oil  and Gas!
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A Deeper Dive Into Oil and Gas!
50:07
Dynasty Trusts: Not Just for the Super Rich!
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Dynasty Trusts: Not Just for the Super Rich!
40:45
Uncover Hidden Traps in Your Living Trust: Virtual WORKSHOP!
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Uncover Hidden Traps in Your Living Trust: Virtual WORKSHOP!
59:49
RETHINK Your California Retirement Planning Strategy
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RETHINK Your California Retirement Planning Strategy
1:05:36
Choosing and Educating Your Future Trustees  Do it Right!
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Choosing and Educating Your Future Trustees Do it Right!
47:37
How to Leave Your Kids a Fortune Without Ruining Their Lives!
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How to Leave Your Kids a Fortune Without Ruining Their Lives!
38:38
What If My Spouse Remarries? Protecting Your Kids After You’re Gone
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What If My Spouse Remarries? Protecting Your Kids After You’re Gone
36:57