HeyJaredEstate Planning: Beyond the Binder
Estate Planning Beyond the Binder breaks down essential information about protecting your loved ones and assets through effective estate planning.
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 2, 2026
- Audience
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- Earliest in this view
- Aug 5, 2026
Latest episodes
Irrevocable Trusts in California: When They Actually Make Sense (Video) (opens the original)
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In this episode of Estate Planning: Beyond the Binder, host Leann Lyon sits down with Brian Chew, Managing Attorney of OC Wills and Trusts, to delve into the complexities of irrevocable trusts. Brian explains the fundamental differences between revocable and irrevocable trusts, highlighting the circumstances under which an irrevocable trust becomes a more suitable planning tool. The discussion covers the benefits of irrevocable trusts for asset protection, particularly for families with substant
Irrevocable Trusts in California: When They Actually Make Sense (Audio) (opens the original)
Read excerpt
In this episode of Estate Planning: Beyond the Binder, host Leann Lyon sits down with Brian Chew, Managing Attorney of OC Wills and Trusts, to delve into the complexities of irrevocable trusts. Brian explains the fundamental differences between revocable and irrevocable trusts, highlighting the circumstances under which an irrevocable trust becomes a more suitable planning tool. The discussion covers the benefits of irrevocable trusts for asset protection, particularly for families with substant
Gifting to Your Kids While You’re Alive: Smart Planning or Costly Mistake? (Audio) (opens the original)
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In this episode of Estate Planning: Beyond the Binder, host Leann Lyon is joined by Brian Chew, managing attorney of OC Wills & Trusts, to explore the intricacies of gifting assets to children. They discuss the motivations behind lifetime gifting, such as tax advantages and supporting children financially. Brian explains the nuances of different types of gifts, including cash and property, and the potential tax implications for both the giver and the recipient. The conversation delves into the i
Gifting to Your Kids While You’re Alive: Smart Planning or Costly Mistake? (Video) (opens the original)
Read excerpt
In this episode of Estate Planning: Beyond the Binder, host Leann Lyon is joined by Brian Chew, managing attorney of OC Wills & Trusts, to explore the intricacies of gifting assets to children. They discuss the motivations behind lifetime gifting, such as tax advantages and supporting children financially. Brian explains the nuances of different types of gifts, including cash and property, and the potential tax implications for both the giver and the recipient. The conversation delves into the i
Do You Still Need a Will If You Have a Trust? (Understanding the Pour-Over Will) (Video) (opens the original)
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In this episode of Estate Planning: Beyond the Binder, host LeAnn Lyon is joined by Brian Chew, managing attorney of OC Wills and Trusts, to explore the crucial role of wills within the broader framework of estate planning. Brian explains the differences between a will and a living trust, emphasizing that while a trust can help avoid probate, a will serves as a necessary backup to ensure all assets are covered. They discuss the concept of a ”pour-over will,” which acts as a safety net for any as
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