100 episodi

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.

California Estate Planning and Probate Amanda Rocha

    • Istruzione

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.

    HSA and Your Trust

    HSA and Your Trust

    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.

    • 4 min
    Charitable Remainder Trusts

    Charitable Remainder Trusts

    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.

    • 2 min
    Leaving Assets to Your Grandchildren

    Leaving Assets to Your Grandchildren

    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.

    • 5 min
    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

    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.

    • 5 min
    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

    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.

    • 4 min
    Trust Administration vs. Probate

    Trust Administration vs. Probate

    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.

    • 4 min

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