HeyJaredProtecting Your Legacy with Estate Planning
Adam Grant shares why thoughtful estate planning is one of the most valuable investments a person can make.
- Indexed episodes, last 90 days
- 2
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- Aug 17, 2026
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- Jul 20, 2026
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Understanding Community Property in California Estate Planning (opens the original)
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In this episode of Protecting Your Legacy with Estate Planning, host Chelsey and attorney Adam Grant delve into the complexities of community property within California estate planning. Adam, the founding attorney at Stonewood Law Group PC, explains the significance of community property laws and their impact on estate planning, particularly in California where these laws are prevalent. The discussion covers common misconceptions about separate and community property, the implications of comming
Understanding Heggstad Petitions and Trust Funding Issues (opens the original)
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In this episode of Protecting Your Legacy with Estate Planning, host Chelsey is joined by Adam Grant, founding attorney of Stonewood Law Group PC, to discuss the intricacies of Heggstad petitions in California. Adam explains the significance of these petitions, which follow California probate code 850, and how they help resolve trust funding issues when assets are not properly transferred into a trust. The conversation delves into common scenarios where assets fall outside of a trust, such as du
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