The Health Podcast with Esta McIntyre and Dr. Ryan Rubin
Transitions: Inheritance & Our Aging Parents
Release Date: 08/30/2019
Trust Administration from a CPA Perspective
Transitions: Inheritance & Our Aging Parents
What Trustees Need to Know About Inherited Property, Taxes & Trust Administration (with CPA Expert Sargis Isavi) When someone passes away, families are suddenly faced with real estate decisions, trust paperwork, tax responsibilities, and deadlines they never expected. Most trustees don’t realize they’ve just taken on a legal and financial job — one that comes with liability, rules, and complex tax requirements. In this episode, I talk with Sargis Isavi, a CPA and Tax Manager with 25+ years of experience specializing in trusts, estates, and high-net-worth tax planning, to...
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Why Most Californians Need a Trust (and How to Avoid Common Mistakes)
Transitions: Inheritance & Our Aging Parents
Why Most Californians Need a Trust (and How to Avoid Common Mistakes) Episode Summary Estate planning attorney Rebecca Goldfarb explains who in California should have a trust, why a trust is only one part of a complete plan, and the most common errors that derail families—often even when a trust already exists. We also cover special needs trusts, trustee selection, trust administration, probate hassles, and how to keep inheritances truly separate property for adult children. Key Takeaways A trust is one piece of a comprehensive estate plan (trust + powers of attorney + advance healthcare...
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Estate Planning for LGBTQ+ and Special Needs Trusts
Transitions: Inheritance & Our Aging Parents
🎧 Episode Overview In this essential episode I speak with seasoned estate planning attorney Judith Perez, who brings over 36 years of experience in trust administration, LGBTQ+ advocacy, and special needs planning. Whether you’re in a same-sex partnership, caring for a loved one with special needs, or simply want your estate plan to reflect your values—this episode is a must-listen. We dive deep into the unique legal considerations that impact families often overlooked in traditional estate conversations. 🔑 Key Takeaways Why Everyone Over 18 Needs a Will, Advance...
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Navigating Divorce, Pre and Postmarital Agreements, and Marvin Palimony with Richard Sperling
Transitions: Inheritance & Our Aging Parents
Episode Overview: In this episode, I sit down with long-time friend and legal expert Richard Sperling, a seasoned family law attorney whose practice focuses on collaborative divorce mediation, premarital and postmarital agreements, and Marvin/palimony claims. With decades of experience in real estate law, business law, and mediation, Richard brings a unique, peace-focused perspective to complex family dynamics. We take a fun, and deep dive into the intersection of real estate and family law, exploring: How real estate gets handled in divorces Why putting things in writing is...
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Planing for Seniors Healthcare Needs Before a Crisis
Transitions: Inheritance & Our Aging Parents
In this episode of 805 Talk, I speak with Katie Wilfong, a medical social worker and senior care planning expert, to discuss one of the most critical but often overlooked parts of aging: planning for healthcare needs before a crisis hits. Drawing from a deeply personal family experience, my mother’s journey through different healthcare needs, this conversation highlights the importance of proactive planning and how Katie’s expertise helped guide my family through the overwhelming process after my mother’s injury and subsequent needs between assisted living and memory care. This...
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Guidling Families Through Senior Care Options
Transitions: Inheritance & Our Aging Parents
In this episode, I speak with Kelila Heller, co-founder of Assisted Living Connections, an expert who helps families place their loved ones in assisted living and other similar type communities. We talk about one of life’s toughest transitions: finding the right care for an aging parent or loved one. Kelila, her partner Tami Podell, and their team have helped hundreds of families across Ventura and LA County navigate the emotional, financial, and logistical challenges of senior care—from independent living to memory care, assisted living, and beyond. With warmth, honesty, and...
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Lessons about Disaster Preparedness from a Pro
Transitions: Inheritance & Our Aging Parents
Episode Overview In this episode we deviate from the focus on real estate and inheritance. I speak with business continuity expert David Gering of Business Resilience Solutions to discuss how individuals and businesses can prepare for disasters and disruptions. With over 15 years of experience, David shares practical insights into risk management, disaster preparedness, and business recovery. Whether you’re a homeowner, business owner, or simply looking to be better prepared, this conversation is packed with actionable advice to help you navigate uncertain times. Key Topics Discussed: ...
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Estate Planning Essentials with David Schneider
Transitions: Inheritance & Our Aging Parents
Episode Summary: In this insightful episode, I sit down with David Schneider, a seasoned estate planning attorney, to discuss the crucial aspects of estate planning. We explore common mistakes, the importance of having a trust, and how failing to plan can cost families tens of thousands of dollars. David shares real-life cases, explaining why estate planning is essential for every homeowner and how proper preparation avoids probate, delays, and unnecessary expenses. Key Takeaways: 1. Why Every Homeowner Needs an Estate Plan In California, probate proceedings apply if a homeowner passes...
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3 questions you should ask before buying a home in the Conejo Valley
Transitions: Inheritance & Our Aging Parents
Honored to be interviewed by Wayne Baxter of One Capital Management. Wayne and I discuss all the benefits of buying a home in the Conejo Valley. We also discuss what is going on in the homeowners insurance market in general and in the area. If you have thoughts of buying a home in Thousand Oaks, Newbury Park, Agoura, Oak Park or Westlake Village, this episode is for you!
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Simi Valley Unified Superintendent of Schools Dr. Jason Peplinski
Transitions: Inheritance & Our Aging Parents
Simi Valley Unified Superintendent of Schools Dr. Jason Peplinski discusses the challenges the District is facing with the pandemic and budget cuts. Will we have a full return to the classroom? A hybrid model with alternating attendance days? Full distance learning? Dr. Peplinski discusses all the variables being considered and what orders are needed be followed.
info_outlineTwo shows rolled into one! Esta McIntyre from My Health Studio in Westlake Village joins the show and shares her mission what makes her studio different from the big box gyms. Please click the following link for information about My health studio.
My introduction to cryotherapy a few weeks sparked my introduction to Synergy in Westlake Village. There practice involves massage therapy, cryotherapy, physical therapy and chiropractic, for a comprehensive approach to recovery. Please click the following link for more information about Synergy.