Greg Monterrosa and Hub 101
Transitions: Conversations for Life's Biggest Decisions
Release Date: 10/18/2019
Estate Planning for Homeowners: The Trust Mistake That Costs Families Thousands.
Transitions: Conversations for Life's Biggest Decisions
Should you have a trust? In this episode of Transitions: Inheritance and our Aging Parents, Jeff Landau talks with estate planning attorney Antonio Rodriguez, a partner with Staker Rodriguez Law, about the biggest mistakes homeowners make when it comes to trusts, probate, and inheritance. They cover why estate planning isn't just for the wealthy, the risks of adding a child to title, why naming co-trustees can backfire, and how California's Prop 19 affects inherited property taxes. Whether you're a homeowner, a future trustee, or planning ahead for your family, this episode breaks down what...
info_outline
Trust Administration from a CPA Perspective
Transitions: Conversations for Life's Biggest Decisions
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...
info_outline
Why Most Californians Need a Trust (and How to Avoid Common Mistakes)
Transitions: Conversations for Life's Biggest Decisions
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...
info_outline
Estate Planning for LGBTQ+ and Special Needs Trusts
Transitions: Conversations for Life's Biggest Decisions
🎧 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...
info_outline
Navigating Divorce, Pre and Postmarital Agreements, and Marvin Palimony with Richard Sperling
Transitions: Conversations for Life's Biggest Decisions
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...
info_outline
Planing for Seniors Healthcare Needs Before a Crisis
Transitions: Conversations for Life's Biggest Decisions
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...
info_outline
Guidling Families Through Senior Care Options
Transitions: Conversations for Life's Biggest Decisions
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...
info_outline
Lessons about Disaster Preparedness from a Pro
Transitions: Conversations for Life's Biggest Decisions
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: ...
info_outline
Estate Planning Essentials with David Schneider
Transitions: Conversations for Life's Biggest Decisions
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...
info_outline
3 questions you should ask before buying a home in the Conejo Valley
Transitions: Conversations for Life's Biggest Decisions
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!
info_outlineHub101 is a place for experimentation, discovery, and growth, and was created as part of Cal Lutheran University's Entrepreneurship program. Hub 101 creates a community for entrepreneurs and early stage start-ups who otherwise might be isolated in their home or other office. Featuring collaborative co-working spaces starting at $199 a month, Freelancers Academy, Pitch to your Peers, StartUp Weekends, and other benefit and opportunities, Hub 101 is THE place to be if you are a local tech start-up. And they could not have chosen anymore more motivated and engaged than Greg Monterrosa!!
For more information, please visit http://www.hub101.la or contact Greg Monterrosa at info@hub101.la
Or, find Greg on Instagram at https://www.instagram.com/gregmetro/