Wills and Trusts For Generations X and Y.

Christie Asselin, Esq. Wills, Trusts & Probate

 Welcome to Wills and Trusts For Generations X and Y, where we demystify and discuss CA wills, trusts and probate issues in plain English (mostly). I’m Christie Asselin, a Los Angeles based attorney with wills and trusts clients all over CA. As a Gen X or Gen Y-er, you have specific estate planning needs. Let’s talk about them because information is power! If you want to schedule a consultation, I’d love to hear from you. You can call my office at 818/248-2183 to do that or check out my website where you can book online. LawyerCMA.com. 

Episodes

  1. 06/27/2023

    Your Journey through Trust Administration

    Ready to unravel the mysteries of trust administration?  With this episode of Wills and Trusts for Generations X and Y, your host Christie Asselin, promise to equip you with the knowledge to navigate this complex process. From understanding trust assets and their correct titling to exploring the pivotal role and responsibilities of a trustee, Christie will be your guide every step of the way. Hear about the five-step process every trustee must undertake, starting with notifying beneficiaries and culminating in the final distribution of assets. Venturing further into the labyrinth of trust administration in the second half, she sheds light on why engaging an experienced attorney can make all the difference.  Get ready for a deep dive into the duties of a trustee, the role of probate court, and the process of asset distribution.  She will arm you with insights on ensuring beneficiaries receive their rightful share of assets and ways to steer clear of potential legal actions. This episode promises to leave you with a comprehensive understanding of trust administration, so tune in and arm yourself with the knowledge to tackle it effectively. If you are a trustee, trust or estate beneficiary, or want to get started on your own estate planning journey now, I'd love to hear from you. You can call my office at 818-248-2183 to schedule a consultation. Or check out my website where you can even book online 24/7: LawyerCMA.com.

    10 min
  2. 06/08/2023

    Navigating Probate and Trusts

    Hello everyone! Welcome to Wills and Trusts For Gens X and Y, where we demystify and discuss CA wills, trusts and probate issues in plain English. I’m Christie Asselin, a Los Angeles based attorney with wills and trusts clients all over CA. As a Gen X or Gen Y-er, you have specific estate planning needs. Let’s talk about them because information is power!  This content is taking from an interview conducted by Carin Hoffman, of Compass Real Estate La Canada. You can find Carin here:  https://www.compass.com/agents/carin-hoffman. Carin and I discuss estate plans, and probate including:  The statutory formula used to calculate attorney and executor fees and the duration of a probate case. And, how it is much less expensive and less time consuming to plan ahead with an estate plan.  The crucial steps involved, such as filing the copy of the will, gathering information about the estate, and submitting creditor claims. The importance of an estate plan including a will, trust, advance healthcare directive, and durable financial power of attorney. Don't get caught off guard - listen to this episode to empower yourself with the knowledge and understanding you need to make informed decisions about your estate planning. Whether you're a Gen X or Gen Y individual, this episode will provide you with invaluable insights into estate and end-of-life planning. Protect your family and loved ones with a well-prepared estate plan by tuning in today. If you are a trustee, trust or estate beneficiary, or want to get started on your own estate planning journey now, I'd love to hear from you. You can call my office at 818-248-2183 to schedule a consultation. Or check out my website where you can even book online 24/7: LawyerCMA.com.

    36 min
  3. 05/26/2023

    Introduction

    Show Transcript: Welcome to Wills and Trusts For Gens X and Y, where we demystify and discuss CA wills, trusts and probate issues in plain English. I’m Christie Asselin, a Los Angeles based attorney with wills and trusts clients all over CA. As a Gen X or Gen Y-er, you have specific estate planning needs. Let’s talk about them because information is power! Today, we’ll be going over an introduction to the podcast. Let’s get started!  Transcription: Hello, everyone, welcome to Wills and Trusts for gents x and a y. For me demystify and discuss California Wills, trusts and probate issues in plain English. I'm Christie Asselin, a Los Angeles based attorney with wills and trusts clients all over California.  As a Gen X or Gen-er, you have specific estate planning needs. Let's talk about them because information is power. Today we'll  go over an introduction to the podcast. So let's get started.  A quick introduction about me. I live in practice in the northeast area of Los Angeles. I've been married for almost 10 years, and we have a very active five year old boy, we just finished up baseball season, which if you know, you know what a commitment that is,. When he was born, I decided to start my own law practice. It all started when he was three months old when I was still litigating working for other law firms. And I was totally off my rocker for doing this. But hey, you have to go after what you want, right?  I really like this area of law because I know I'm helping people and families in a very direct way. So I'm happy to say I have found my niche.  Speaking of niches, why am I focusing on Gen X and Gen Y in this podcast? Why do our generation or generations of this age need estate plans? Well, our needs are very unique. And wills trust and probate issues do not just affect older generations, they affect us too.  So why Gen X and millennials or Gen Y? Well, what's going on with our lives, we have children, maybe maybe we have children we're responsible for. We have aging parents, we have possibly an internet presence, whether it be as simple as an online banking profile, social media profile, or as complex as a profit generating YouTube channel. Some of us own homes, a lot of us have significant savings. Some of us are married, some of us are in an unofficial or official, sorry, excuse me, official or unofficial domestic partnership. These are all issues that are going to affect your life and that are going to touch upon issues relating to Wills, trusts and probate. So I am so excited to go over all of this with you all this very, very important information.  We'll be going over all of these issues in subsequent podcasts.  If you are excited to get started on this journey now and you want to schedule a consultation, I'd love to hear from you. You can call my office at 818-248-2183 to do that. Or check out my website where you can even book online 24/7: LawyerCMA.com. I am really looking forward to working on this podcast and I look forward to talking to you soon! If you are excited to get started on this journey now and you want to schedule a consultation, I'd love to hear from you. You can call my office at 818-248-2183 to do that. Or check out my website where you can even book online 24/7: LawyerCMA.com. issues, wills, trusts, podcast, started, gen x, gen, unofficial, probate, lawyer, quick introduction, gen y, affect, married, domestic partnership, baseball season, consultation, estate planning, significant savings, profile If you are a trustee, trust or estate beneficiary, or want to get started on your own estate planning journey now, I'd love to hear from you. You can call my office at 818-248-2183 to schedule a consultation. Or check out my website where you can even book online 24/7: LawyerCMA.com.

    4 min
4.7
out of 5
3 Ratings

About

 Welcome to Wills and Trusts For Generations X and Y, where we demystify and discuss CA wills, trusts and probate issues in plain English (mostly). I’m Christie Asselin, a Los Angeles based attorney with wills and trusts clients all over CA. As a Gen X or Gen Y-er, you have specific estate planning needs. Let’s talk about them because information is power! If you want to schedule a consultation, I’d love to hear from you. You can call my office at 818/248-2183 to do that or check out my website where you can book online. LawyerCMA.com. 

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