Episodes

  • HSA and Your Trust

    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.
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    5 mins
  • Charitable Remainder Trusts

    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

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

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

    What if you pass away with children outside of your marriage? Who inherits from you and what percent
    Sep 26 2023
    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, 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
    4 mins
  • Trust Administration vs. Probate

    Trust Administration vs. Probate
    Sep 18 2023
    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’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
    4 mins
  • What is a QTIP Trust?

    What is a QTIP Trust?
    Jul 5 2023
    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 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
    2 mins
  • What is a Bypass Trust?

    What is a Bypass Trust?
    Jun 22 2023
    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 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
    2 mins