• California Estate Planning and Probate

  • By: Amanda Rocha
  • Podcast

California Estate Planning and Probate

By: Amanda Rocha
  • Summary

  • 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.
    Law Office of Amanda L. Rocha 2023
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Episodes
  • HSA and Your Trust
    Dec 12 2023
    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 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, rate and review! It helps other people access the podcast too.
    --
    If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning
    If you want to talk more about probate: https://www.amandarochalaw.com/click-probate
    --
    Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place.

    Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
    --
    Instagram = https://www.instagram.com/amandarochalaw
    Facebook = https://www.facebook.com/amandarochalaw

    *Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.
    Show more Show less
    5 mins
  • Charitable Remainder Trusts
    Oct 12 2023
    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 thought of the podcast and if you learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too.
    --
    If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning
    If you want to talk more about probate: https://www.amandarochalaw.com/click-probate
    --
    Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place.

    Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
    --
    Instagram = https://www.instagram.com/amandarochalaw
    Facebook = https://www.facebook.com/amandarochalaw

    *Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.
    Show more Show less
    3 mins
  • Leaving Assets to Your Grandchildren
    Oct 3 2023
    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 learned something, please hit the subscribe button, rate and review! It helps other people access the podcast too.
    --
    If you want to talk more about estate planning: https://www.amandarochalaw.com/click-estate-planning
    If you want to talk more about probate: https://www.amandarochalaw.com/click-probate
    --
    Estate Planning and Probate is all we do. If you want someone who is honest, diligent, and compassionate, you’ve come to the right place.

    Amanda Rocha is the owner of Law Office of Amanda L. Rocha. She created it with one goal - help YOU live a great life and leave a great legacy. You’ll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.
    --
    Instagram = https://www.instagram.com/amandarochalaw
    Facebook = https://www.facebook.com/amandarochalaw

    *Attorney advertising. For educational purposes; no guarantees are made with this podcast or text.
    Show more Show less
    5 mins

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