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.
Certified Financial Planner Jeff Weston, Tortuga Wealth Management
Welcome back 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. In this episode, I have the opportunity to speak with Jeff Weston, CFP. He is with Tortuga Wealth Management, a South Bay Los Angeles wealth management firm. He can be reached at 310-929-0109; jeff@tortugawealth.com.We discuss what it actually means to be...
3 Oct 2023
What Is Title Insurance Anyway?
Ready to take control of your real estate journey? Unravel the complex world of title insurance with me, your host Christie Asselin. Together, we'll dissect the differences between title insurance and other types of insurance, as well as the significant role it plays in shielding homeowners and lenders from legal claims tied to property ownership. Christie will draw from real-life Reddit examples because nobody quite knows what title insurance does. While this podcast is packed with...
8 Sept 2023
Residential, Commercial and Private Money Loans For Beneficiaries: A Breakdown With Mona Elhalwagy
Get ready for an enlightening discussion as I sit with the accomplishedMona Elhalwagy, a wholesale lender and lawyer. From sharing her unique journey as both a lender and a lawyer, to explaining what wholesale lending entails and why she stuck around post-law school, Mona delivers a powerhouse of insights. She wears multiple hats, representing lenders, educating brokers on loan products, and structuring loans to increase approval odds. Forbix Capital is where she is currently trailblazin...
27 Jun 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 beneficiari...
17 Jun 2023
5 Minute Probate Mastery
Navigating the probate process in California can be overwhelming, especially if you're unsure about the necessary steps and costs involved. Los Angeles-based attorney Christie Asselin demystifies this often intimidating process in our latest episode, providing invaluable insights and guidance on all aspects of probate administration.Listen in as Christie explains how to determine whether a probate petition needs to be filed, as well as the various steps required for handling the distribution ...
8 Jun 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:&...
26 May 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 Trus...
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