California Estate Planning and Probate

Dec 12 2023 100 ep. 4 mins 8
California Estate Planning and Probate Podcast artwork

Amanda Rocha is an estate planning and probate attorney in California. The podcast discusses common questions in these areas as well as key tips. You can expect topics on wills, trusts, conservatorships, probate, asset management, guardianships, financial tips, and more.

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HSA and Your Trust

Dec 12 2023 4 mins  
How can you pass along your HSA when you pass away? Should your HSA be a part of your trust? Listen to this episode to learn about the options and then contact me to discuss your estate and how to protect each of your assets! www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d app

Charitable Remainder Trusts

Oct 12 2023 2 mins  
Charitable Remainder Trusts If you aren’t sure what this is, you should listen to this one! Then contact me to figure out what the best strategy for your own assets! www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you th

Leaving Assets to Your Grandchildren

Oct 03 2023 5 mins  
Leaving assets to your grandchildren? Listen to this to see if taxes will be a problem for you! If you’re in California, contact me to schedule a free strategy session. -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you

If you have a loved one who needs but doesn’t have an estate plan, how can you help? Often times we

Sep 29 2023 5 mins  
If you have a loved one who needs but doesn’t have an estate plan, how can you help? Often times we don’t say anything, but in some circumstances we should! Watch to learn more and then contact me! -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you tho

What if you pass away with children outside of your marriage? Who inherits from you and what percent

Sep 26 2023 4 mins  
What if you pass away with children outside of your marriage? Who inherits from you and what percentage do they receive? -- I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I’d appreciate it if you take a second to let me know what you thought of the podcast and if you learned something, please hit the subscribe button,

Trust Administration vs. Probate

Sep 18 2023 4 mins  
Trust Administration - What is it, and how is it different than probate? If you or a loved one has a trust, you need to know this information! Contact me for additional information or to set up your trust so that you can avoid probate! www.amandarochalaw.com/contact-us I love helping people and make these podcasts to help non-lawyers learn a little more about legal concepts. I�

What is a QTIP Trust?

Jul 05 2023 2 mins  
What is a QTIP Trust? If you’re married and want to make provisions for what your spouse can do with your property after you pass away, this is for you! Listen to learn more, and then schedule a free consultation/strategy session with me to discuss your situation: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn a lit

What is a Bypass Trust?

Jun 22 2023 2 mins  
What is a bypass trust, or an A/B trust? If you’ve not heard this term, you may have heard about the concept. Listen to this episode to learn about this strategy that can save you thousands in taxes, and then click the link below to discuss your estate with me for free: www.amandarochalaw.com/contact-us -- I love helping people and make these podcasts to help non-lawyers learn

What is an Estate Tax?

Jun 20 2023 2 mins  
What is an Estate Tax? I get it, taxes are complicated and overwhelming. Estate taxes are different for each state, so to determine if your estate will owe estate taxes in California when you have passed away, listen to this episode! Then click the link below to schedule your free strategy session, where I can help you determine the best options for your estate plan: www.amanda

What is the Difference Between a Durable Power of Attorney and a General Power of Attorney?

Jun 15 2023 3 mins  
What is the difference between a Durable Power of Attorney and a General Power of Attorney? You’ve likely heard both terms, and it can be confusing to know what the right choice for you might be. Listen to learn about the difference and to hear my opinion on them. Then schedule a free call with me, a strategy session, by clicking on the link below: www.amandarochalaw.com/cont